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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1301
CNB Bank
Pennsylvania
$1.27M -$20.4K -472 -1%
MIC
1302
Means Investment Company
Maine
$1.27M -$18.3K -424 -1%
CTA
1303
Chesley Taft & Associates
Illinois
$1.27M -$9.67M -223,446 -87%
RMDI
1304
R.M. Davis Inc
Maine
$1.26M +$407K +9,416 +39%
WA
1305
WBH Advisory
Maryland
$1.26M -$15.4K -356 -1%
BAM
1306
Brave Asset Management
New Jersey
$1.26M +$351K +8,103 +32%
QT
1307
Quantamental Technologies
New York
$1.26M +$1.24M +28,739 +590%
WA1
1308
Wimmer Associates 1
California
$1.25M +$52.8K +1,220 +4%
WW
1309
Waterfront Wealth
Kansas
$1.25M +$74.1K +1,713 +5%
CC
1310
Cypress Capital
Tennessee
$1.25M +$138K +3,185 +11%
SWA
1311
SOA Wealth Advisors
New York
$1.25M +$141K +3,249 +11%
LFA
1312
Legacy Financial Advisors
Kentucky
$1.25M +$132K +3,043 +10%
AA
1313
Auxano Advisors
Washington
$1.24M +$11.3K +261 +0.8%
TFA
1314
Toth Financial Advisory
Virginia
$1.24M -$102K -2,348 -7%
HR
1315
Howe & Rusling
New York
$1.24M +$1.08M +24,925 +304%
OCMI
1316
Oaktop Capital Management II
New Jersey
$1.24M
MS
1317
Maven Securities
Jersey
$1.23M +$1.17M +27,052 +457%
KOC
1318
Koss-Olinger Consulting
Florida
$1.23M -$249K -5,762 -15%
4WM
1319
44 Wealth Management
Oregon
$1.23M +$4.07K +94 +0.3%
EL
1320
EMFO LLC
Florida
$1.23M
BFM
1321
Boothbay Fund Management
New York
$1.23M +$731K +16,888 +106%
PFG
1322
Peterson Financial Group
Iowa
$1.23M +$127K +2,937 +10%
BFC
1323
Bedel Financial Consulting
Indiana
$1.23M +$22K +508 +2%
IWA
1324
Intercontinental Wealth Advisors
Texas
$1.23M +$26.1K +603 +2%
LOAMS
1325
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.22M +$415K +9,590 +41%