Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1126
Leonteq Securities AG
Switzerland
$682K -$140K -1,144 -19%
SIA
1127
Soltis Investment Advisors
Utah
$681K -$16.8K -137 -3%
MIM
1128
Morningstar Investment Management
Illinois
$680K -$245 -2 -0%
AFG
1129
Allegheny Financial Group
Pennsylvania
$676K -$11.8K -96 -2%
AWC
1130
Adamsbrown Wealth Consultants
Kansas
$675K +$490 +4 +0.1%
WT
1131
Washington Trust
Rhode Island
$674K -$82.6K -675 -12%
PGA
1132
Portland Global Advisors
Maine
$673K – – –
WQ
1133
Wealth Quarterback
New Jersey
$672K -$258K -2,110 -30%
TFS
1134
Thoroughbred Financial Services
Tennessee
$672K – – –
RRA
1135
Round Rock Advisors
Connecticut
$669K +$2.2K +18 +0.4%
CC
1136
Chicago Capital
Illinois
$668K -$9.3K -76 -2%
FBT
1137
First Bankers Trust
Kentucky
$665K – – –
FAM
1138
Formidable Asset Management
Ohio
$664K -$39.3K -321 -6%
PPWP
1139
Premier Path Wealth Partners
New Jersey
$663K -$1.39M -11,388 -70%
BOH
1140
Bank of Hawaii
Hawaii
$659K – – –
AF
1141
Arrow Financial
New York
$657K -$3.79K -31 -0.6%
CCWM
1142
Cassaday & Co Wealth Management
Virginia
$657K -$21.1K -172 -3%
HAIM
1143
Hunter Associates Investment Management
Pennsylvania
$657K +$122 +1 +0%
AB
1144
Atlas Brown
Kentucky
$657K +$4.41K +36 +0.8%
AFM
1145
Abbot Financial Management
Massachusetts
$656K – – –
AIA
1146
AIMZ Investment Advisors
California
$656K – – –
GD
1147
Grandfield & Dodd
New York
$651K -$10.3K -84 -2%
CTB
1148
Country Trust Bank
Illinois
$647K – – –
EWA
1149
Etesian Wealth Advisors
Oregon
$646K -$204K -1,667 -26%
SWM
1150
Sendero Wealth Management
Texas
$645K – – –