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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
251
North Star Investment Management
Illinois
$14.2K – – –
CA
252
Clearstead Advisors
Ohio
$14.1K – – –
MIM
253
MTM Investment Management
South Carolina
$14.1K – – –
PMFA
254
Plante Moran Financial Advisors
Michigan
$14.1K – – –
RAM
255
Reflection Asset Management
South Carolina
$14K +$13.9K +523 New
TCOV
256
Trust Company of Vermont
Vermont
$13.5K – – –
MA
257
Montag & Associates
Georgia
$13.4K -$480 -18 -3%
NWM
258
Navigoe Wealth Management
California
$13K – – –
SL
259
Salomon & Ludwin
Virginia
$12.6K +$3.71K +139 +42%
GWM
260
Geneos Wealth Management
Colorado
$12.5K – – –
PB
261
Pinnacle Bancorp
Nebraska
$12.3K – – –
HI
262
Harbour Investments
Wisconsin
$12.2K – – –
UB
263
UMB Bank
Missouri
$11.9K – – –
MGI
264
Miller Global Investments
Texas
$11K +$11.2K +420 New
SAG
265
SageView Advisory Group
California
$9.21K +$9.42K +353 New
M
266
MOTCO
Texas
$8.88K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$8.02K – – –
CBT
268
CoreFirst Bank & Trust
Kansas
$7.85K – – –
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.82K +$7.33K +275 New
RA
270
Ransom Advisory
Rhode Island
$6.93K – – –
PTC
271
Private Trust Company
Ohio
$6.23K – – –
PFBT
272
Parkside Financial Bank & Trust
Missouri
$5.93K – – –
TWD
273
True Wealth Design
Ohio
$5.5K -$2.21K -83 -28%
WA
274
Westfuller Advisors
New York
$5.1K -$533 -20 -9%
FC
275
Financial Consulate
Maryland
$4.9K +$1.97K +74 +65%