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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1201
Acropolis Investment Management
Missouri
$104K +$100K +2,232 New
TPCW
1202
TD Private Client Wealth
New York
$97.6K -$58.3K -1,300 -38%
OC
1203
Oakworth Capital
Alabama
$95.5K
CBT
1204
Crews Bank & Trust
Florida
$95.1K
SIS
1205
Sound Income Strategies
Florida
$94.4K +$10.4K +232 +13%
QC
1206
Quent Capital
New York
$92.5K -$6.64K -148 -7%
FMII
1207
Farmers & Merchants Investments Inc
Nebraska
$91.8K
CCA
1208
Catalyst Capital Advisors
New York
$91.4K -$18K -402 -17%
WETS
1209
Wealth Enhancement Trust Services
South Dakota
$91K -$8.66K -193 -9%
FC
1210
Fairscale Capital
New Hampshire
$87.2K
PB
1211
Pinnacle Bancorp
Nebraska
$85.9K
FFO
1212
Fortitude Family Office
Arizona
$85.2K +$9.92K +221 +14%
AA
1213
Ancora Advisors
Ohio
$84.4K +$7.9K +176 +11%
Loomis, Sayles & Company
1214
Loomis, Sayles & Company
Massachusetts
$81.6K +$404 +9 +0.5%
KFA
1215
Kelleher Financial Advisors
New York
$80.6K
TGY2IT
1216
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$79.1K +$76.5K +1,705 New
SWP
1217
Strategic Wealth Partners
Ohio
$77.6K
DJSG
1218
D.J. St. Germain
Massachusetts
$76.1K
SS
1219
SBI Securities
Japan
$75.5K +$853 +19 +1%
UFF
1220
USA Financial Formulas
Michigan
$75.2K -$55K -1,226 -43%
SIC
1221
Salem Investment Counselors
North Carolina
$74.2K +$71.8K +1,600 New
HNB
1222
Hilltop National Bank
Wyoming
$74.1K +$44K +981 +160%
TVWM
1223
Tower View Wealth Management
Wisconsin
$72.4K +$359 +8 +0.5%
SL
1224
Salomon & Ludwin
Virginia
$71.3K
TFIPS
1225
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68.2K