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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1726
Lafayette Investments
Maryland
$661K +$1.61K +67 +0.3%
HCM
1727
Howland Capital Management
Massachusetts
$659K -$5.52K -230 -0.9%
PBO
1728
Peoples Bank (Ohio)
Ohio
$658K -$13.9K -579 -2%
CA
1729
Cornerstone Advisory
Maryland
$658K +$225K +9,366 +56%
HKAM
1730
Horizon Kinetics Asset Management
New York
$657K +$37.5K +1,565 +6%
TCM
1731
Telos Capital Management
California
$656K -$132K -5,519 -18%
CTB
1732
Country Trust Bank
Illinois
$656K +$39.7K +1,655 +7%
MNG
1733
Manning & Napier Group
New York
$655K +$621K +25,905 New
AIA
1734
AIMZ Investment Advisors
California
$654K -$30.4K -1,269 -5%
MHIM
1735
MacNealy Hoover Investment Management
Ohio
$651K -$77.6K -3,236 -11%
FC
1736
Ferris Capital
Massachusetts
$651K -$17K -710 -3%
FUBT
1737
First United Bank & Trust
Maryland
$651K +$74.4K +3,100 +14%
CC
1738
Cedar Capital
Illinois
$648K -$8.63K -360 -1%
PMFA
1739
Plante Moran Financial Advisors
Michigan
$647K +$59.1K +2,465 +11%
MWM
1740
Merriman Wealth Management
Washington
$645K +$146K +6,076 +31%
SFWC
1741
Strategic Family Wealth Counselors
New Jersey
$643K +$552 +23 +0.1%
LA
1742
LexAurum Advisors
Kansas
$641K +$37.2K +1,552 +7%
CWM
1743
Circle Wealth Management
New Jersey
$639K +$606K +25,247 New
WIA
1744
World Investment Advisors
California
$637K +$1.77M +73,945 +423%
TFGT
1745
TS Financial Group (TSFG)
Illinois
$635K -$2.61K -109 -0.4%
EWM
1746
Evermay Wealth Management
Virginia
$635K +$20.3K +846 +3%
FFA
1747
Fragasso Financial Advisors
Pennsylvania
$631K -$15.7K -655 -3%
SFA
1748
Stewardship Financial Advisors
Georgia
$630K -$43.6K -1,818 -7%
IIC
1749
Integrated Investment Consultants
Michigan
$630K +$43.8K +1,828 +8%
LC
1750
Lourd Capital
California
$625K +$89.6K +3,736 +18%