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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
626
Moneta Group Investment Advisors
Missouri
$201K +$160K +1,933 New
LOIM
627
Liberty One Investment Management
Illinois
$200K -$8.45K -102 -5%
GT
628
Glenview Trust
Kentucky
$200K +$160K +1,926 New
GC
629
Garde Capital
Washington
$187K – – –
BCV
630
Banque Cantonale Vaudoise
Switzerland
$179K -$36.4K -439 -20%
SWM
631
Spire Wealth Management
Virginia
$170K -$111K -1,340 -45%
BC
632
Bartlett & Co
Ohio
$169K +$134K +1,615 New
BCWM
633
Bartlett & Co Wealth Management
Ohio
$169K +$134K +1,615 New
HDIM
634
Hanson & Doremus Investment Management
Vermont
$162K -$6.13K -74 -5%
BCM
635
Bourgeon Capital Management
Connecticut
$156K -$166K -2,000 -57%
GWS
636
Glassman Wealth Services
Virginia
$156K – – –
AIP
637
Ahrens Investment Partners
Louisiana
$148K +$104K +1,250 +718%
CFD
638
Creative Financial Designs
Indiana
$146K +$37.8K +456 +48%
ACM
639
Aquatic Capital Management
Illinois
$146K +$116K +1,400 New
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K -$1.49K -18 -1%
AWM
641
Accel Wealth Management
Iowa
$131K +$37.5K +453 +56%
LWA
642
Lenox Wealth Advisors
New York
$130K – – –
IA
643
IFP Advisors
Florida
$127K +$157K +1,893 +981%
CC
644
Commons Capital
Massachusetts
$126K +$249 +3 +0.2%
HNB
645
Huntington National Bank
Ohio
$123K -$4.97K -60 -5%
RCA
646
Reitz Capital Advisors
Michigan
$123K +$97.8K +1,180 New
PCOC
647
Power Corp of Canada
Canada
$122K +$97.5K +1,177 New
Credit Agricole
648
Credit Agricole
France
$120K -$57K -688 -37%
SAM
649
S.A. Mason
Michigan
$116K +$92.4K +1,115 New
HWA
650
HHM Wealth Advisors
Tennessee
$115K – – –