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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
1126
Trust Company of Toledo
Ohio
$580K +$555K +16,780 New
VCM
1127
Virtue Capital Management
Tennessee
$578K -$126K -3,800 -17%
BA
1128
Bridge Advisory
California
$577K +$662 +20 +0.1%
FIM
1129
Freedom Investment Management
Connecticut
$574K -$37.1K -1,120 -6%
RCA
1130
Riverview Capital Advisers
Massachusetts
$573K – – –
NSIM
1131
North Star Investment Management
Illinois
$570K -$6.62K -200 -1%
Close Asset Management
1132
Close Asset Management
United Kingdom
$569K – – –
BBW
1133
Blue Barn Wealth
Utah
$569K +$138K +4,180 +34%
MMPW
1134
Mitchell McLeod Pugh & Williams
Alabama
$568K +$8.94K +270 +2%
SFG
1135
SevenBridge Financial Group
Pennsylvania
$565K – – –
PP
1136
PDS Planning
Ohio
$562K +$162K +4,900 +43%
TBC
1137
Ted Buchan & Co
California
$560K -$26.5K -800 -5%
SVWAG
1138
Sound View Wealth Advisors Group
Georgia
$559K -$16.5K -500 -3%
PFP
1139
Paragon Financial Partners
California
$558K +$1.32K +40 +0.2%
LCM
1140
Landscape Capital Management
New Jersey
$557K -$112K -3,390 -17%
London Company of Virginia
1141
London Company of Virginia
Virginia
$556K – – –
AFP
1142
Ausdal Financial Partners
Iowa
$553K -$57.9K -1,750 -10%
FAM
1143
Formidable Asset Management
Ohio
$553K -$83.4K -2,520 -14%
GITFIT
1144
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$553K -$33.1K -1,000 -6%
Clearstead Advisors
1145
Clearstead Advisors
Ohio
$552K +$235K +7,100 +80%
AC
1146
Abbrea Capital
California
$552K +$57.9K +1,750 +12%
CGH
1147
CMG Global Holdings
Texas
$551K -$49.3K -1,490 -9%
PGA
1148
Portland Global Advisors
Maine
$549K – – –
CHP
1149
Cable Hill Partners
Oregon
$549K -$55.6K -1,680 -10%
KMWM
1150
Keudell/Morrison Wealth Management
Oregon
$547K +$112K +3,370 +27%