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Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
1026
First Western Trust Bank
Colorado
$806K – – –
PIM
1027
Progressive Investment Management
Oregon
$805K -$3.7K -24 -0.5%
UAS
1028
United Asset Strategies
New York
$805K -$15.9K -103 -2%
MEG
1029
Millstone Evans Group
Colorado
$804K – – –
CAM
1030
Cozad Asset Management
Illinois
$803K – – –
South Dakota Investment Council
1031
South Dakota Investment Council
South Dakota
$802K -$177K -1,150 -18%
Plancorp LLC
1032
Plancorp LLC
Missouri
$798K +$6.48K +42 +0.8%
PP
1033
PDS Planning
Ohio
$797K +$16.8K +109 +2%
MSFS
1034
Main Street Financial Solutions
Pennsylvania
$796K +$50.1K +325 +7%
NWA
1035
New World Advisors
Massachusetts
$795K +$92.7K +601 +13%
DSC
1036
Duncker Streett & Co
Missouri
$794K +$308 +2 +0%
MGWM
1037
Marks Group Wealth Management
Minnesota
$792K -$12.3K -80 -2%
AGP
1038
Autumn Glory Partners
Texas
$792K +$154 +1 +0%
CCA
1039
Checchi Capital Advisers
California
$792K -$89.3K -579 -10%
F.L. Putnam Investment Management
1040
F.L. Putnam Investment Management
Massachusetts
$790K -$21.9K -142 -3%
IFP Advisors
1041
IFP Advisors
Florida
$789K -$415K -2,694 -35%
SCA
1042
St. Clair Advisors
Ohio
$788K – – –
IAMOG
1043
Investors Asset Management of Georgia
Georgia
$786K -$40.1K -260 -5%
NHT
1044
New Hampshire Trust
New Hampshire
$785K – – –
RC
1045
Roundview Capital
New Jersey
$784K – – –
TT
1046
TI-Trust
Illinois
$782K -$771 -5 -0.1%
LSIA
1047
LaSalle St. Investment Advisors
Illinois
$782K +$325K +2,109 +72%
SC
1048
Syon Capital
California
$779K +$14.8K +96 +2%
AMCA
1049
Arthur M. Cohen & Associates
Illinois
$776K – – –
DW30
1050
Drucker Wealth 3.0
New Jersey
$774K +$160K +1,035 +26%