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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
526
Baystate Wealth Management
Massachusetts
$2K
PTC
527
Private Trust Company
Ohio
$2K +$689 +9 +64%
ONST
528
Old North State Trust
North Carolina
$2K +$1.53K +20 New
CAL
529
Capital Advisors Ltd
Ohio
$2K +$1.99K +26 New
HS
530
Horan Securities
United States
$1.85K
AWM
531
Abound Wealth Management
Tennessee
$1.77K
SIC
532
SJS Investment Consulting
Ohio
$1.77K -$230 -3 -12%
DI
533
Disciplined Investments
Oklahoma
$1.77K -$77 -1 -4%
CTA
534
Colonial Trust Advisors
South Carolina
$1.77K +$1.68K +22 New
RAM
535
Riggs Asset Management
Pennsylvania
$1.61K
MYAM
536
Meiji Yasuda Asset Management
Japan
$1.6K
CS
537
Comerica Securities
Michigan
$1.53K +$1.45K +19 New
GFWA
538
Grey Fox Wealth Advisors
Delaware
$1.45K +$1.38K +18 New
AAP
539
Arax Advisory Partners
Colorado
$1.36K
CAM
540
ClariVest Asset Management
California
$1K
SC
541
Sierra Capital
Florida
$1K
AA
542
Ancora Advisors
Ohio
$1K +$612 +8 New
EBA
543
Eagle Bay Advisors
New York
$964
AA
544
Addison Advisors
Vermont
$803
LFG
545
Larson Financial Group
Missouri
$803
FA
546
Fiduciary Alliance
South Carolina
$723 +$689 +9 New
FSWA
547
Financial Synergies Wealth Advisors
Texas
$402
MPCL
548
My Personal CFO LLC
Washington
$402 +$383 +5 New
AWM
549
Accurate Wealth Management
Florida
$398 +$383 +5 New
ECM
550
Everence Capital Management
Indiana
$350 +$334K +4,360 New