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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1601
Journey Advisory Group
Kentucky
$992K +$1.7K +28 +0.2%
GLR
1602
Great Lakes Retirement
Ohio
$992K +$11.6K +191 +1%
WSC
1603
Wellington Shields & Co
New York
$991K -$42.4K -700 -4%
HAIM
1604
Hunter Associates Investment Management
Pennsylvania
$989K -$60.5K -1,000 -6%
LIM
1605
Lathrop Investment Management
Arkansas
$987K -$3.09K -51 -0.3%
OPW
1606
Oxler Private Wealth
New York
$984K
PWSG
1607
Pacific Wealth Strategies Group
California
$980K +$108K +1,788 +13%
VFA
1608
Voya Financial Advisors
Connecticut
$978K -$79.7K -1,317 -8%
SFFS
1609
Stonehage Fleming Financial Services
Jersey
$977K
ECM
1610
EagleClaw Capital Management
Massachusetts
$974K
LC
1611
LCNB Corp
Ohio
$971K -$34.3K -567 -3%
LPT
1612
Legacy Private Trust
Wisconsin
$967K +$908 +15 +0.1%
VI
1613
Versor Investments
New York
$967K +$345K +5,700 +58%
CFCI
1614
Comprehensive Financial Consultants Institutional
Indiana
$967K +$43.2K +713 +5%
VWA
1615
V Wealth Advisors
Kansas
$966K -$12K -199 -1%
AWM
1616
Aries Wealth Management
Maine
$966K -$16.2K -267 -2%
GL
1617
Graypoint LLC
New York
$965K +$217K +3,582 +30%
CFP
1618
Catalyst Financial Partners
Massachusetts
$960K +$86.3K +1,425 +10%
KC
1619
Kingfisher Capital
North Carolina
$958K
APWA
1620
Atlas Private Wealth Advisors
New Jersey
$957K +$172K +2,839 +23%
PI
1621
PFG Investments
New York
$953K +$930K +15,364 New
LJAC
1622
L.J. Altfest & Co
New York
$953K -$12.2K -201 -1%
WP
1623
Westmount Partners
California
$953K +$88.9K +1,468 +11%
FCB
1624
First Command Bank
Texas
$952K +$27.7K +457 +3%
FCFS
1625
First Command Financial Services
Texas
$952K +$27.7K +457 +3%