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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1051
Gemmer Asset Management
California
$32K – – –
TFGT
1052
TS Financial Group (TSFG)
Illinois
$32K – – –
BAM
1053
Barrett Asset Management
New York
$32K +$502 +8 +2%
CFN
1054
Cordasco Financial Network
Florida
$31K – – –
AIM
1055
AHL Investment Management
Florida
$31K +$31.4K +500 New
S
1056
Surevest
California
$31K +$31.5K +502 New
SCA
1057
Sandy Cove Advisors
Massachusetts
$30K +$30K +478 New
SIC
1058
SJS Investment Consulting
Ohio
$30K +$30.4K +485 New
EPM
1059
Equitec Proprietary Markets
Illinois
$29K +$29.1K +463 New
APC
1060
Aspire Private Capital
North Carolina
$28K -$1K -16 -3%
IWP
1061
IAG Wealth Partners
Wisconsin
$28K – – –
SCA
1062
Stuart Chaussee & Associates
California
$28K – – –
SSB
1063
Sandy Spring Bank
Maryland
$27K -$565 -9 -2%
RMC
1064
Resources Management Corp
Connecticut
$27K – – –
FAG
1065
Fortitude Advisory Group
Washington
$27K +$27.7K +442 New
FBT
1066
First Bank & Trust
South Dakota
$26K +$3.26K +52 +14%
MTIC
1067
Missouri Trust & Investment Company
Missouri
$26K +$26.4K +420 New
TH
1068
TCTC Holdings
Texas
$25K -$20.4K -325 -45%
AWM
1069
Accel Wealth Management
Iowa
$25K -$6.65K -106 -21%
BLC
1070
Brown, Lisle/Cummings
Rhode Island
$25K +$25.1K +400 New
DI
1071
Disciplined Investments
Oklahoma
$24K +$63 +1 +0.3%
HS
1072
Horan Securities
United States
$24K +$24.5K +390 New
KFI
1073
Key Financial Inc
Pennsylvania
$22K – – –
JWA
1074
JFS Wealth Advisors
Pennsylvania
$22K +$3.89K +62 +21%
CA
1075
Clearstead Advisors
Ohio
$22K +$5.96K +95 +38%