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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Avior Wealth Management
Nebraska
$1.59M -$63.7K -158 -4%
IAIM
1202
International Assets Investment Management
Florida
$1.59M +$400K +993 +35%
CI
1203
Cigna Investments
Connecticut
$1.57M -$12.9K -32 -0.9%
BNA
1204
BankChampaign National Association
Illinois
$1.57M +$111K +276 +8%
IIA
1205
Integral Investment Advisors
California
$1.57M
SF
1206
Sun Financial
Utah
$1.57M +$14.1K +35 +1%
KA
1207
KLCM Advisors
Wisconsin
$1.57M +$2.42K +6 +0.2%
AIM
1208
Aspen Investment Management
Michigan
$1.57M +$27.4K +68 +2%
BWM
1209
Biltmore Wealth Management
Arizona
$1.56M +$21K +52 +1%
BWM
1210
Bluebird Wealth Management
Massachusetts
$1.56M -$44.4K -110 -3%
MYLI
1211
Meiji Yasuda Life Insurance
Japan
$1.56M -$1.12M -2,772 -43%
PCM
1212
Prelude Capital Management
New York
$1.55M +$1.46M +3,630 New
FAM
1213
Formidable Asset Management
Ohio
$1.54M
BMCM
1214
Bryn Mawr Capital Management
Pennsylvania
$1.53M -$128K -317 -8%
PMSA
1215
Patrick M. Sweeney & Associates
Illinois
$1.53M +$29.4K +73 +2%
MIA
1216
MainStreet Investment Advisors
Illinois
$1.53M +$279K +693 +24%
OA
1217
Oasis Advisors
Iowa
$1.53M -$14.9M -36,882 -91%
PCG
1218
Prosperity Consulting Group
Maryland
$1.53M +$33.5K +83 +2%
LC
1219
LCNB Corp
Ohio
$1.52M +$3.23K +8 +0.2%
CP
1220
Canopy Partners
Ohio
$1.52M +$10.5K +26 +0.7%
OL
1221
Odyssean LLC
Connecticut
$1.51M +$890K +2,206 +164%
TTIC
1222
Tower Trust & Investment Company
Iowa
$1.51M -$180K -446 -11%
PWPS
1223
Pinnacle Wealth Planning Services
Ohio
$1.51M -$46.4K -115 -3%
RGC
1224
Regents Gate Capital
United Kingdom
$1.51M -$18.2M -45,243 -93%
SVWAG
1225
Sound View Wealth Advisors Group
Georgia
$1.5M +$6.05K +15 +0.4%