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Name Holding Trade Value Shares
Change
Change in
Stake
PIG
1551
Pantheon Investment Group
California
$650K -$58K -195 -7%
GLR
1552
Great Lakes Retirement
Ohio
$650K +$151K +509 +23%
RMDI
1553
R.M. Davis Inc
Maine
$648K -$7.73K -26 -1%
FFWA
1554
FRG Family Wealth Advisors
Washington
$648K +$87.1K +293 +12%
LC
1555
LCNB Corp
Ohio
$646K -$89.2K -300 -10%
MAWCM
1556
Mine & Arao Wealth Creation & Management
California
$646K -$14K -47 -2%
MPI
1557
Mairs & Power Inc
Minnesota
$646K
CCG
1558
Ceeto Capital Group
Florida
$644K +$792K +2,665 New
CBFP
1559
Cedar Brook Financial Partners
Ohio
$643K +$279K +937 +54%
AIA
1560
Angeles Investment Advisors
California
$642K -$35.7K -120 -5%
PIA
1561
Pinion Investment Advisors
Kansas
$638K -$11.6K -39 -1%
AGM
1562
Alpine Global Management
New York
$638K +$786K +2,642 New
JSL
1563
JT Stratford LLC
Georgia
$636K -$152K -511 -16%
MFW
1564
Mosaic Family Wealth
Missouri
$635K -$11.3K -38 -1%
FI
1565
FormulaFolio Investments
Michigan
$633K +$235K +789 +43%
STA
1566
Summit Trail Advisors
New York
$633K +$568K +1,910 +269%
9WM
1567
9258 Wealth Management
Ohio
$631K -$27.4K -92 -4%
EP
1568
Eudaimonia Partners
Tennessee
$630K +$330K +1,109 +74%
GBT
1569
Grove Bank & Trust
Florida
$625K +$183K +615 +31%
MBT
1570
Montecito Bank & Trust
California
$623K +$3.27K +11 +0.4%
CAMG
1571
CWA Asset Management Group
Florida
$623K +$149K +502 +24%
GW
1572
GW & Wade
Massachusetts
$622K +$5.95K +20 +0.8%
AWM
1573
Aberdeen Wealth Management
Illinois
$620K
PWA
1574
Physician Wealth Advisors
Utah
$620K +$101K +339 +16%
WA
1575
Wambolt & Associates
Colorado
$618K -$28.5K -96 -4%