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Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
651
Aull & Monroe Investment Management
Alabama
$777K
TCOT
652
Trust Company of Toledo
Ohio
$776K -$20.9K -242 -2%
LWMNY
653
Landmark Wealth Management (New York)
New York
$775K
PC
654
Payne Capital
Oregon
$775K
CS
655
Crescent Sterling
Louisiana
$772K -$139K -1,610 -14%
SHC
656
SALT Holding Corp
Delaware
$771K
HKIM
657
Hayek Kallen Investment Management
Alabama
$768K -$209K -2,419 -20%
AIM
658
Alhambra Investment Management
Florida
$761K -$55.1K -638 -6%
TFA
659
Transamerica Financial Advisors
Florida
$758K +$139K +1,616 +20%
WAL
660
W Advisors LLC
Tennessee
$757K
HTC
661
Haverford Trust Company
Pennsylvania
$753K -$40.4K -468 -5%
FWSM
662
First Wilshire Securities Management
California
$747K
AGA
663
Arkos Global Advisors
Texas
$746K +$8.29K +96 +1%
MHR
664
Matthew Hamilton Rosenberg
$746K +$52.5K +608 +7%
WF
665
Welch & Forbes
Massachusetts
$741K +$156K +1,804 +23%
CIA
666
Choate Investment Advisors
Massachusetts
$740K
LAM
667
LOM Asset Management
$739K -$44.9K -520 -5%
BMCM
668
Bryn Mawr Capital Management
Pennsylvania
$733K +$4.32K +50 +0.5%
OIA
669
OneDigital Investment Advisors
Kansas
$732K -$62K -718 -7%
IRP
670
Investment Research Partners
Pennsylvania
$731K +$190K +2,200 +30%
PM
671
Penbrook Management
New York
$729K
BCWM
672
Bartlett & Co Wealth Management
Ohio
$726K +$78.6K +910 +11%
LG
673
Leuthold Group
Minnesota
$725K -$228K -2,643 -22%
EWM
674
EPG Wealth Management
Georgia
$724K -$337K -3,901 -29%
SPC
675
Sigma Planning Corp
Michigan
$724K -$27.6K -320 -3%