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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1726
Chicago Trust
Illinois
$429K – – –
RM
1727
Resource Management
Louisiana
$428K +$5.92K +21 +1%
OWA
1728
Outlook Wealth Advisors
Texas
$427K -$118K -420 -23%
MMPW
1729
Mitchell McLeod Pugh & Williams
Alabama
$425K -$26.8K -95 -6%
ZIC
1730
ZWJ Investment Counsel
Georgia
$425K +$9.02K +32 +2%
WKWM
1731
Walter & Keenan Wealth Management
Indiana
$425K +$15.8K +56 +4%
BA
1732
Bristlecone Advisors
Washington
$423K +$399K +1,416 New
SC
1733
Schoolcraft Capital
Colorado
$421K – – –
RMAM
1734
Raab & Moskowitz Asset Management
New Jersey
$421K -$904K -3,207 -69%
UBV
1735
United Bank (Virginia)
Virginia
$419K – – –
CW
1736
CreativeOne Wealth
Kansas
$419K +$116K +411 +41%
CCM
1737
Canal Capital Management
Virginia
$418K +$282 +1 +0.1%
CAS
1738
Cascadia Advisory Services
Oregon
$417K +$394K +1,396 New
RG
1739
Retirement Group
California
$415K +$392K +1,390 New
SB
1740
Strategic Blueprint
Georgia
$412K -$58.4K -207 -13%
FSC
1741
Full Sail Capital
Oklahoma
$411K +$347K +1,230 New
BWM
1742
BCS Wealth Management
Tennessee
$409K +$386K +1,370 New
AIP
1743
Almanack Investment Partners
Pennsylvania
$407K -$42.3K -150 -10%
FNBOH
1744
First National Bank of Hutchinson
Kansas
$406K -$12.7K -45 -3%
ASC
1745
Atalanta Sosnoff Capital
New York
$406K – – –
WCM
1746
WealthBridge Capital Management
Ohio
$406K +$35.8K +127 +10%
FMTCOCP
1747
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$403K – – –
AF
1748
Allworth Financial
California
$403K +$1.41K +5 +0.4%
FBC
1749
Fairfield, Bush & Co
Connecticut
$402K -$2.82K -10 -0.7%
GIP
1750
Granite Investment Partners
California
$399K – – –