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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1201
Optimum Investment Advisors
Illinois
$754K -$11.9K -93 -2%
WC
1202
Whitney & Co
New York
$753K -$46.3K -363 -6%
W
1203
Wealthquest
Ohio
$752K
RIM
1204
Reliant Investment Management
Tennessee
$751K
CC
1205
Cypress Capital
Tennessee
$750K +$55.1K +432 +8%
AWCI
1206
Alpine Woods Capital Investors
New York
$749K -$209K -1,636 -23%
CAM
1207
Cidel Asset Management
Ontario, Canada
$749K +$708K +5,554 New
GIA
1208
Gargoyle Investment Advisor
New Jersey
$745K
YIA
1209
YHB Investment Advisors
Connecticut
$742K -$3.31K -26 -0.5%
MMG
1210
Monetary Management Group
Missouri
$738K -$43.3K -340 -6%
CFA
1211
Capstone Financial Advisors
Illinois
$738K -$255 -2 -0%
CB
1212
CNB Bank
Pennsylvania
$738K +$53.8K +422 +8%
SC
1213
SRB Corp
Massachusetts
$738K +$71.8K +563 +11%
ACI
1214
Alpha Cubed Investments
California
$738K +$110K +864 +19%
DJSG
1215
D.J. St. Germain
Massachusetts
$736K -$2.29K -18 -0.3%
BCP
1216
Berkeley Capital Partners
Georgia
$734K -$42.2K -331 -6%
DWM
1217
Destination Wealth Management
California
$733K -$162K -1,268 -19%
TIA
1218
Tiemann Investment Advisors
California
$730K +$6.25K +49 +0.9%
LIC
1219
Lodestar Investment Counsel
Illinois
$729K -$33.3K -261 -5%
FMWA
1220
Forvis Mazars Wealth Advisors
Missouri
$729K -$5.99K -47 -0.9%
THWM
1221
Taylor Hoffman Wealth Management
Virginia
$727K -$12.9K -101 -2%
ECG
1222
Edge Capital Group
Georgia
$726K +$333K +2,612 +94%
CA
1223
Cornerstone Advisory
Maryland
$724K -$243K -1,909 -26%
CCT
1224
Chemung Canal Trust
New York
$724K -$66.4K -521 -9%
XS
1225
XR Securities
Illinois
$724K +$684K +5,366 New