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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2076
SGL Investment Advisors
Montana
$812K +$48.1K +157 +7%
IA
2077
IAM Advisory
Pennsylvania
$811K +$4.9K +16 +0.6%
WIC
2078
Wilkins Investment Counsel
Massachusetts
$810K -$118K -384 -13%
HFAS
2079
Hummer Financial Advisory Services
Illinois
$810K -$30.6K -100 -4%
FMTC
2080
Farmers & Merchants Trust Company
California
$805K -$2.76K -9 -0.3%
BLC
2081
Brown, Lisle/Cummings
Rhode Island
$804K +$184K +600 +30%
PA
2082
PFG Advisors
Arizona
$802K -$321K -1,049 -29%
AAG
2083
Asset Advisory Group
New Jersey
$801K +$803K +2,622 New
EB
2084
Exchange Bank
California
$799K +$1.23K +4 +0.2%
EA
2085
Everpar Advisors
Oklahoma
$797K -$28.2K -92 -3%
TC
2086
TwinBeech Capital
New York
$797K +$799K +2,608 New
AWM
2087
Atticus Wealth Management
Florida
$796K -$3.37K -11 -0.4%
TFA
2088
Transamerica Financial Advisors
Florida
$795K +$19.9K +65 +3%
PS
2089
Planned Solutions
California
$795K +$179K +585 +29%
SSA
2090
Shepherd Street Advisors
California
$794K +$796K +2,599 New
Capstone Investment Advisors
2091
Capstone Investment Advisors
New York
$793K -$5.25M -17,129 -87%
KTC
2092
Kentucky Trust Company
Kentucky
$793K
HWMG
2093
Hurlow Wealth Management Group
Indiana
$790K -$47.2K -154 -6%
HNB
2094
Hilltop National Bank
Wyoming
$789K -$8.27K -27 -1%
ONST
2095
Old North State Trust
North Carolina
$789K -$36.1K -118 -4%
SOAMC
2096
Spirit of America Management Corp
New York
$789K
QWM
2097
Quadcap Wealth Management
Texas
$787K -$613 -2 -0.1%
CF
2098
Centaurus Financial
California
$785K -$8.27K -27 -1%
GAM
2099
Gould Asset Management
California
$784K -$16.8K -55 -2%
TFG
2100
Taylor Financial Group
Virginia
$782K