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Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
1551
Piedmont Capital Management (Montana)
Montana
$581K +$26.2K +176 +5%
EA
1552
Elm Advisors
California
$580K
ZAM
1553
Zevin Asset Management
Massachusetts
$580K
WDL
1554
Well Done LLC
Michigan
$578K -$181K -1,215 -24%
KWM
1555
Kaydan Wealth Management
Michigan
$576K +$578K +3,881 New
AT
1556
American Trust
Kentucky
$575K +$577K +3,870 New
CT
1557
Columbia Trust
Oregon
$572K
WTFG
1558
Wells Trecaso Financial Group
Ohio
$571K
MKA
1559
M. Kulyk & Associates
Georgia
$571K +$573K +3,844 New
IF
1560
Intrua Financial
Texas
$569K +$88.6K +595 +18%
EBA
1561
Eagle Bay Advisors
New York
$568K -$285K -1,913 -33%
AIA
1562
Arbor Investment Advisors
North Carolina
$568K
FPAS
1563
Focus Partners Advisor Solutions
Missouri
$568K +$569K +3,816 New
TFF
1564
The Family Firm
Maryland
$567K +$1.19K +8 +0.2%
NWM
1565
NEIRG Wealth Management
Massachusetts
$565K +$566K +3,801 New
EFS
1566
Econ Financial Services
Pennsylvania
$565K +$567K +3,806 New
MMG
1567
Monetary Management Group
Missouri
$564K
MM
1568
MQS Management
New York
$559K +$561K +3,764 New
MSFP
1569
Mark Sheptoff Financial Planning
Connecticut
$558K -$17.4K -117 -3%
GLLW
1570
Graves Light Lenhart Wealth
Virginia
$558K +$298 +2 +0.1%
AOWM
1571
Alpha Omega Wealth Management
Virginia
$556K
GAB
1572
German American Bancorp
Indiana
$556K
BSB
1573
Bangor Savings Bank
Maine
$555K -$108K -725 -16%
OFG
1574
OmniStar Financial Group
North Carolina
$555K +$18.8K +126 +3%
QCM
1575
Quantinno Capital Management
New York
$553K +$555K +3,723 New