Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
951
Baker Tilly Wealth Management
Wisconsin
$791K -$96.4K -1,201 -12%
FIM
952
Fruth Investment Management
Texas
$791K -$11.6K -144 -2%
GWAM
953
Guardian Wealth Advisors (Minnesota)
Minnesota
$789K -$2.81K -35 -0.4%
HI
954
Hudock Inc
Pennsylvania
$786K -$26.8K -334 -4%
DBIA
955
Dumont & Blake Investment Advisors
New Jersey
$782K -$32.7K -407 -5%
ET
956
Equitable Trust
Tennessee
$781K -$32.8K -409 -5%
FFBTD
957
First Financial Bank - Trust Division
Ohio
$779K -$102K -1,268 -13%
JWM
958
JGP Wealth Management
Oregon
$779K +$80 +1 +0%
SIA
959
Soltis Investment Advisors
Utah
$779K -$96.3K -1,200 -12%
LJAC
960
L.J. Altfest & Co
New York
$778K -$5.54K -69 -0.8%
SA
961
Strategic Advisors
New York
$778K – – –
BB
962
Bell Bank
North Dakota
$774K – – –
EWA
963
Etesian Wealth Advisors
Oregon
$772K -$81K -1,009 -11%
WTB
964
Washington Trust Bank
Washington
$771K – – –
MFIM
965
Mesirow Financial Investment Management
Illinois
$770K +$676K +8,422 New
KCM
966
Kathmere Capital Management
Pennsylvania
$766K -$69.1K -861 -9%
PGIM
967
Pacific Global Investment Management
California
$766K -$3.21K -40 -0.5%
KAM
968
KEB Asset Management
Illinois
$766K +$19.6K +244 +3%
SM
969
Sciencast Management
New Jersey
$765K +$672K +8,374 New
CAM
970
Cidel Asset Management
Ontario, Canada
$763K +$669K +8,342 New
SWM
971
Spire Wealth Management
Virginia
$759K -$123K -1,534 -15%
BWP
972
Baldwin Wealth Partners
Massachusetts
$756K -$30.2K -376 -4%
BFA
973
Bragg Financial Advisors
North Carolina
$754K -$102K -1,273 -13%
CAG
974
Crestwood Advisors Group
Massachusetts
$754K -$82.8K -1,032 -11%
FCIM
975
Fairview Capital Investment Management
California
$753K – – –