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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1151
Private Trust Company
Ohio
$727K +$17K +144 +3%
PWMAG
1152
Pinnacle Wealth Management Advisory Group
New Jersey
$727K +$15.8K +134 +3%
SWA
1153
Stratos Wealth Advisors
Ohio
$722K -$39.8K -338 -6%
KIA
1154
KCM Investment Advisors
California
$722K +$37K +314 +6%
WAM
1155
Walker Asset Management
Missouri
$722K +$10.4K +88 +2%
HS
1156
Horan Securities
United States
$719K +$7.54K +64 +1%
WEG
1157
World Equity Group
Illinois
$719K -$10.4K -88 -2%
JWWM
1158
Johnson & White Wealth Management
Pennsylvania
$714K +$39.2K +333 +7%
FFS
1159
Founders Financial Securities
Maryland
$711K +$6.36K +54 +1%
MG
1160
Marex Group
$710K -$1.09M -9,232 -65%
FC
1161
Forte Capital
New York
$708K -$4.83K -41 -0.8%
LJAC
1162
L.J. Altfest & Co
New York
$708K -$825 -7 -0.1%
CT
1163
Colonial Trust
South Carolina
$707K -$10.8K -92 -2%
HL
1164
HeadInvest LLC
Maine
$707K +$44.5K +378 +8%
HDIM
1165
Hanson & Doremus Investment Management
Vermont
$704K -$8.48K -72 -1%
LSV Asset Management
1166
LSV Asset Management
Illinois
$702K
RPWA
1167
Regent Peak Wealth Advisors
Georgia
$699K -$6.6K -56 -1%
ATPW
1168
Ashton Thomas Private Wealth
Arizona
$698K +$17.4K +148 +3%
BBWA
1169
Bell & Brown Wealth Advisors
California
$695K -$49K -416 -8%
LIA
1170
LifePlan Investment Advisors
North Carolina
$695K +$7.31K +62 +1%
DWA
1171
Douglass Winthrop Advisors
New York
$693K +$164K +1,390 +39%
CI
1172
Carroll Investors
South Carolina
$693K
LBC
1173
Lowe Brockenbrough & Co
Virginia
$693K -$18.4K -156 -3%
BBNA
1174
Bremer Bank National Association
Minnesota
$691K +$581K +4,929 New
TPCW
1175
TD Private Client Wealth
New York
$689K +$76.2K +647 +15%