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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
876
Total Wealth Planning
Ohio
$229K
CIC
877
Crawford Investment Counsel
Georgia
$229K
RB
878
Rodgers Brothers
Pennsylvania
$226K +$254K +505 New
OLVIG
879
Oliver Lagore Vanvalin Investment Group
Michigan
$224K
CSPIA
880
Cary Street Partners Investment Advisory
Virginia
$224K -$1.51K -3 -0.6%
AR
881
Advisory Research
Illinois
$224K +$252K +501 New
FTWA
882
Fifth Third Wealth Advisors
Ohio
$224K +$252K +501 New
XF
883
XML Financial
Maryland
$224K
GCMG
884
Gyroscope Capital Management Group
Florida
$224K +$252K +500 New
DMBA
885
Deseret Mutual Benefit Administrators
Utah
$223K -$3.02K -6 -1%
VFA
886
Valeo Financial Advisors
Indiana
$222K -$262K -521 -51%
BJL
887
Brighton Jones LLC
Washington
$221K +$248K +493 New
JSL
888
JT Stratford LLC
Georgia
$219K +$246K +489 New
ICP
889
Interchange Capital Partners
Pennsylvania
$218K +$243K +483 New
JSP
890
Jackson Square Partners
California
$217K +$23.7K +47 +11%
CWA
891
CM Wealth Advisors
Ohio
$216K -$1.05M -2,081 -81%
SIA
892
Schechter Investment Advisors
Michigan
$215K -$308K -611 -56%
AC
893
Allstate Corporation
Illinois
$215K -$1.51K -3 -0.6%
GWM
894
GSB Wealth Management
Connecticut
$215K
Fisher Asset Management
895
Fisher Asset Management
Washington
$213K +$10.1K +20 +4%
ST
896
Sabal Trust
Florida
$212K
MWM
897
Mascoma Wealth Management
New Hampshire
$212K
IWM
898
IHT Wealth Management
Illinois
$212K +$239K +474 New
CCT
899
Capital City Trust
Florida
$212K
ASBI
900
American State Bank (Iowa)
Iowa
$211K