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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
1626
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$738K +$193K +3,733 +38%
DMK
1627
David M. Knott
$735K
FC
1628
Forte Capital
New York
$730K -$26K -503 -4%
CII
1629
Capital International Inc
California
$730K
AFG
1630
Allegheny Financial Group
Pennsylvania
$730K +$688K +13,312 New
ECA
1631
Elevated Capital Advisors
Utah
$728K -$54.6K -1,056 -7%
WA
1632
Wambolt & Associates
Colorado
$728K -$29.2K -565 -4%
AIM
1633
Aspen Investment Management
Michigan
$726K +$129K +2,488 +23%
AIA
1634
Arbor Investment Advisors
North Carolina
$725K -$10.1K -195 -1%
CS
1635
Comerica Securities
Michigan
$724K -$386K -7,464 -36%
W
1636
WealthStone
Ohio
$724K +$7.96K +154 +1%
CWM
1637
Circle Wealth Management
New Jersey
$723K +$4.55K +88 +0.7%
TFS
1638
Thoroughbred Financial Services
Tennessee
$722K -$64.8K -1,253 -9%
NI
1639
NFC Investments
Tennessee
$722K
GA
1640
GoalVest Advisory
New York
$720K +$679K +13,130 New
LMAM
1641
Legg Mason Asset Management
Japan
$718K +$677K +13,096 New
TIA
1642
Traphagen Investment Advisors
New Jersey
$714K -$10.7K -206 -2%
BCA
1643
Bay Colony Advisors
Massachusetts
$712K +$168K +3,240 +33%
AFIA
1644
America First Investment Advisors
Nebraska
$711K
SF
1645
Symphony Financial
Texas
$710K -$85.5K -1,654 -11%
MWA
1646
Meridian Wealth Advisors
Texas
$709K -$13.5K -262 -2%
MPIA
1647
Mountain Pacific Investment Advisers
Idaho
$708K +$20.2K +390 +3%
FAM
1648
Formidable Asset Management
Ohio
$707K -$60.5K -1,170 -8%
LWMM
1649
Legacy Wealth Management (Mississippi)
Mississippi
$707K
EWM
1650
Evermay Wealth Management
Virginia
$706K -$14.6K -283 -2%