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Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
1276
Members Trust
Florida
$700K -$77.1K -4,310 -10%
Jones Financial Companies
1277
Jones Financial Companies
Missouri
$699K +$25.5K +1,426 +4%
FMTC
1278
Farmers & Merchants Trust Company
California
$699K -$66.1K -3,694 -9%
SIM
1279
Sentry Investment Management
Wisconsin
$698K -$203K -11,352 -23%
ADL
1280
Asset Dedication LLC
California
$697K -$14.1K -788 -2%
FFN
1281
Focus Financial Network
Minnesota
$696K -$87.8K -4,906 -11%
CF
1282
Clarity Financial
Texas
$694K +$326K +18,200 +93%
9WM
1283
9258 Wealth Management
Ohio
$693K -$53.8K -3,007 -7%
TCWM
1284
Total Clarity Wealth Management
Illinois
$690K +$32.1K +1,791 +5%
APG
1285
Abacus Planning Group
South Carolina
$689K +$326K +18,216 +95%
ACS
1286
Archford Capital Strategies
Illinois
$689K +$203K +11,320 +43%
SFG
1287
Sovereign Financial Group
Connecticut
$687K +$28.5K +1,594 +4%
CFG
1288
Cooper Financial Group
California
$684K -$8.86K -495 -1%
HDIM
1289
Hanson & Doremus Investment Management
Vermont
$684K -$73.7K -4,118 -10%
FIB
1290
First Interstate Bank
Montana
$684K -$54.9K -3,066 -8%
WCM
1291
Washington Capital Management
Washington
$683K -$22.4K -1,250 -3%
FNFDCM
1292
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$681K +$58K +3,238 +10%
MFS
1293
Mirabella Financial Services
United Kingdom
$681K +$662K +36,981 New
AWM
1294
Accurate Wealth Management
Florida
$680K +$77.4K +4,323 +14%
CD
1295
Chapin Davis
Maryland
$680K +$661K +36,948 New
LKIM
1296
Lawson Kroeker Investment Management
Nebraska
$680K -$142K -7,950 -18%
WA
1297
Waddell & Associates
Tennessee
$678K -$47.4K -2,648 -7%
IWA
1298
Intercontinental Wealth Advisors
Texas
$676K -$86.7K -4,841 -12%
FWTB
1299
First Western Trust Bank
Colorado
$676K +$70K +3,910 +12%
NEWAS
1300
N.E.W. Advisory Services
Wisconsin
$675K -$23.9K -1,335 -4%