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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
1551
Trust Company of Toledo
Ohio
$651K +$12.5K +42 +2%
PIG
1552
Pantheon Investment Group
California
$650K -$58K -195 -7%
GLR
1553
Great Lakes Retirement
Ohio
$650K +$151K +509 +23%
R.M. Davis Inc
1554
R.M. Davis Inc
Maine
$648K -$7.73K -26 -1%
FFWA
1555
FRG Family Wealth Advisors
Washington
$648K +$87.1K +293 +12%
LC
1556
LCNB Corp
Ohio
$646K -$89.2K -300 -10%
MAWCM
1557
Mine & Arao Wealth Creation & Management
California
$646K -$14K -47 -2%
Mairs & Power Inc
1558
Mairs & Power Inc
Minnesota
$646K – – –
CCG
1559
Ceeto Capital Group
Florida
$644K +$792K +2,665 New
CBFP
1560
Cedar Brook Financial Partners
Ohio
$643K +$279K +937 +54%
AIA
1561
Angeles Investment Advisors
California
$642K -$35.7K -120 -5%
PIA
1562
Pinion Investment Advisors
Kansas
$638K -$11.6K -39 -1%
AGM
1563
Alpine Global Management
New York
$638K +$786K +2,642 New
JSL
1564
JT Stratford LLC
Georgia
$636K -$152K -511 -16%
MFW
1565
Mosaic Family Wealth
Missouri
$635K -$11.3K -38 -1%
FI
1566
FormulaFolio Investments
Michigan
$633K +$235K +789 +43%
Summit Trail Advisors
1567
Summit Trail Advisors
New York
$633K +$568K +1,910 +269%
9WM
1568
9258 Wealth Management
Ohio
$631K -$27.4K -92 -4%
EP
1569
Eudaimonia Partners
Tennessee
$630K +$330K +1,109 +74%
GBT
1570
Grove Bank & Trust
Florida
$625K +$183K +615 +31%
MBT
1571
Montecito Bank & Trust
California
$623K +$3.27K +11 +0.4%
CWA Asset Management Group
1572
CWA Asset Management Group
Florida
$623K +$149K +502 +24%
GW & Wade
1573
GW & Wade
Massachusetts
$622K +$5.95K +20 +0.8%
AWM
1574
Aberdeen Wealth Management
Illinois
$620K – – –
PWA
1575
Physician Wealth Advisors
Utah
$620K +$101K +339 +16%