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Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1826
Summit Global Investments
Utah
$699K +$75.4K +229 +13%
MFG
1827
MidWestOne Financial Group
Iowa
$699K -$412K -1,253 -38%
BIA
1828
Bigelow Investment Advisors
Maine
$699K -$3.29K -10 -0.5%
WKWM
1829
Walter & Keenan Wealth Management
Indiana
$698K -$29.6K -90 -4%
BS
1830
Boenning & Scattergood
Pennsylvania
$698K +$6.58K +20 +1%
MMM
1831
Mendel Money Management
Illinois
$697K -$987 -3 -0.1%
IF
1832
Intrua Financial
Texas
$696K +$110K +333 +21%
VST
1833
Van Strum & Towne
California
$695K
CBTWT
1834
Community Bank & Trust (Waco, Texas)
Texas
$695K +$169K +513 +35%
HWM
1835
Howard Wealth Management
Connecticut
$694K
TNBTD
1836
Trustmark National Bank Trust Department
Mississippi
$688K +$60.2K +183 +10%
MAM
1837
McLean Asset Management
Virginia
$682K +$11.8K +36 +2%
LAM
1838
L2 Asset Management
Massachusetts
$678K +$72.4K +220 +13%
TA
1839
TFG Advisers
Michigan
$675K
FH
1840
FWG Holdings
Florida
$675K +$10.5K +32 +2%
GWANC
1841
Guardian Wealth Advisors (North Carolina)
North Carolina
$675K -$23K -70 -3%
BCM
1842
Boltwood Capital Management
California
$672K +$55K +167 +9%
AWAP
1843
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$672K -$2.96K -9 -0.5%
AT
1844
Arvest Trust
Oklahoma
$671K +$86.6K +263 +16%
KDA
1845
Kraft Davis & Associates
Missouri
$671K +$600K +1,824 New
AWE
1846
Avidian Wealth Enterprises
Texas
$668K +$321K +975 +103%
WAM
1847
Werlinich Asset Management
Connecticut
$667K -$32.9K -100 -5%
BFS
1848
Baskin Financial Services
Ontario, Canada
$666K
TFP
1849
Tilia Fiduciary Partners
North Carolina
$663K -$19.7K -60 -3%
DI
1850
DDFG Inc
California
$663K +$628K +1,907 New