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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1201
Jeppson Wealth Management
California
$2.06M +$98.5K +1,817 +5%
CCT
1202
Chemung Canal Trust
New York
$2.05M
CAG
1203
Crestwood Advisors Group
Massachusetts
$2.05M -$5.47K -101 -0.3%
BP
1204
BBR Partners
New York
$2.05M -$57.4K -1,059 -3%
NDSI
1205
Newman Dignan & Sheerar Inc
Rhode Island
$2.04M -$601K -11,080 -22%
MIC
1206
Means Investment Company
Maine
$2.04M -$126K -2,330 -6%
TFA
1207
Toth Financial Advisory
Virginia
$2.02M -$81.2K -1,497 -4%
CIA
1208
Cohen Investment Advisors
New Hampshire
$2.02M +$29.2K +538 +1%
CGL
1209
Clarius Group LLC
Washington
$2.01M -$222K -4,104 -10%
KFA
1210
Kelleher Financial Advisors
New York
$2.01M -$190K -3,500 -8%
PFA
1211
Paradigm Financial Advisors
Missouri
$2.01M -$78.3K -1,445 -4%
AP
1212
Americana Partners
Texas
$2M +$2.04M +37,634 New
PRS
1213
Pinkerton Retirement Specialists
Idaho
$2M +$129K +2,372 +7%
FFWA
1214
FRG Family Wealth Advisors
Washington
$2M -$80K -1,475 -4%
AFS
1215
Access Financial Services
Minnesota
$2M +$87.8K +1,620 +5%
TF
1216
Tompkins Financial
New York
$2M +$2.03M +37,522 New
EL
1217
EMFO LLC
Florida
$2M +$272K +5,024 +15%
SIM
1218
Sentry Investment Management
Wisconsin
$1.99M -$341K -6,282 -14%
QCG
1219
Quadrant Capital Group
Ohio
$1.99M +$146K +2,700 +8%
DIP
1220
DT Investment Partners
Pennsylvania
$1.98M +$212K +3,905 +12%
CAG
1221
Csenge Advisory Group
Florida
$1.98M -$340K -6,279 -15%
VWA
1222
V Wealth Advisors
Kansas
$1.98M +$948K +17,495 +89%
AIIMS
1223
Analyst IMS Investment Management Services
Israel
$1.97M -$1.79K -33 -0.1%
LC
1224
LCNB Corp
Ohio
$1.97M -$542 -10 -0%
NFC
1225
Northeast Financial Consultants
Connecticut
$1.97M +$2M +36,957 New