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Name Holding Trade Value Shares
Change
Change in
Stake
RI
1551
Ridgewood Investments
New Jersey
$483K +$10.3K +170 +2%
SFS
1552
Summit Financial Strategies
Ohio
$483K +$20.7K +341 +4%
KWM
1553
Kingsview Wealth Management
Oregon
$482K +$483K +7,955 New
AEPG
1554
American Economic Planning Group
New Jersey
$481K -$91.1K -1,502 -16%
PTB
1555
Pioneer Trust Bank
Oregon
$473K
MIHAS
1556
Maj Invest Holding A/S
Denmark
$471K
CPA
1557
Capital Planning Advisors
California
$470K
DCM
1558
Driehaus Capital Management
Illinois
$470K +$470K +7,755 New
WAM
1559
Weatherly Asset Management
California
$469K -$8.25K -136 -2%
HC
1560
Hourglass Capital
Texas
$468K -$203K -3,354 -30%
AIM
1561
Aspen Investment Management
Michigan
$468K
PAS
1562
Professional Advisory Services
Florida
$468K
CBA
1563
Coastal Bridge Advisors
Connecticut
$468K +$1.4K +23 +0.3%
BLAM
1564
Bourne Lent Asset Management
New York
$463K
KWMG
1565
King Wealth Management Group
Florida
$461K -$6.31K -104 -1%
BRM
1566
Boston Research & Management
Massachusetts
$460K
FMC
1567
First Merchants Corp
Indiana
$458K -$103K -1,703 -18%
WG
1568
Welch Group
Alabama
$458K -$40.4K -666 -8%
AWCI
1569
Alpine Woods Capital Investors
New York
$458K
PMFA
1570
Plante Moran Financial Advisors
Michigan
$456K -$15.5K -256 -3%
FTC
1571
Farmers Trust Company
Ohio
$454K -$311K -5,118 -41%
NCMW
1572
Northern Capital Management (Wisconsin)
Wisconsin
$453K +$83K +1,368 +22%
LCM
1573
Liberty Capital Management
Michigan
$452K +$41.3K +681 +10%
VIMU
1574
Veritas Investment Management (UK)
United Kingdom
$449K
HFS
1575
Haverford Financial Services
Pennsylvania
$448K -$1.94K -32 -0.4%