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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
701
Compagnie Lombard Odier SCmA
Switzerland
$41K – – –
MCM
702
Manchester Capital Management
Vermont
$41K – – –
OC
703
Oakworth Capital
Alabama
$41K +$651 +13 +2%
OSNBOA
704
Old Second National Bank of Aurora
Illinois
$41K +$14K +280 +47%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K – – –
KC
706
Knuff & Co
California
$38K – – –
RIM
707
Rockbridge Investment Management
New York
$38K – – –
SIM
708
Sonora Investment Management
Arizona
$37K -$11.1K -221 -22%
FCB
709
First Command Bank
Texas
$37K – – –
FCFS
710
First Command Financial Services
Texas
$37K – – –
PB
711
Pinnacle Bancorp
Nebraska
$36K -$48.3K -964 -56%
GCM
712
Gables Capital Management
Florida
$36K – – –
GI
713
Gradient Investments
Minnesota
$36K – – –
LWANC
714
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K – – –
RG
715
Retirement Group
California
$36K +$12K +240 +46%
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$34K +$8.02K +160 +29%
BWM
717
BNC Wealth Management
Oregon
$34K +$36.5K +728 New
IRAG
718
Investment Research & Advisory Group
Georgia
$33K – – –
WAS
719
Winch Advisory Services
Wisconsin
$32K -$8.17K -163 -19%
RBC
720
Roble Belko & Company
Pennsylvania
$32K – – –
AF
721
Allworth Financial
California
$32K +$1K +20 +3%
SC
722
Sawyer & Company
Massachusetts
$31K -$23K -460 -41%
HIA
723
Harbor Investment Advisory
Maryland
$31K -$9.02K -180 -21%
AAP
724
Arax Advisory Partners
Colorado
$31K – – –
MF
725
Manchester Financial
California
$31K – – –