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Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
1851
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$504K -$219K -9,629 -29%
AIL
1852
AGF Investments LLC
Ontario, Canada
$503K -$31.8K -1,398 -6%
BFC
1853
Bedel Financial Consulting
Indiana
$503K +$29.6K +1,303 +6%
CGA
1854
Crescent Grove Advisors
Illinois
$502K -$105K -4,629 -17%
AWM
1855
Altavista Wealth Management
North Carolina
$502K -$31.9K -1,403 -6%
CIC
1856
Cutler Investment Counsel
Oregon
$502K
SFWC
1857
Strategic Family Wealth Counselors
New Jersey
$502K +$11.4K +502 +2%
JFL
1858
Jarislowsky, Fraser Ltd
Quebec, Canada
$501K -$63.8K -2,807 -11%
ECG
1859
Edge Capital Group
Georgia
$501K -$57.5K -2,526 -10%
PGIM
1860
Pacific Global Investment Management
California
$500K +$45.9K +2,016 +10%
KWM
1861
Keebeck Wealth Management
Illinois
$499K -$1.57M -68,932 -75%
MAA
1862
Mraz Amerine & Associates
California
$499K -$3K -132 -0.6%
TWP
1863
Treybourne Wealth Planners
Indiana
$499K
TA
1864
TruWealth Advisors
Louisiana
$498K +$82K +3,604 +19%
VCM
1865
Vivaldi Capital Management
Illinois
$497K -$50.3K -2,212 -9%
KFI
1866
Key Financial Inc
Pennsylvania
$497K +$273 +12 +0.1%
SLA
1867
Silver Lake Advisory
Utah
$497K +$3.19K +140 +0.6%
HIP
1868
HUB Investment Partners
Texas
$496K -$138K -6,068 -21%
WA
1869
Winfield Associates
Ohio
$496K +$42.3K +1,861 +9%
SJIM
1870
St. Johns Investment Management
Florida
$496K +$54.1K +2,380 +12%
HFM
1871
Hartford Financial Management
Connecticut
$495K -$5.44K -239 -1%
FUBT
1872
First United Bank & Trust
Maryland
$494K -$97.2K -4,272 -16%
B
1873
Bellecapital
Switzerland
$493K -$71.9K -3,160 -12%
AFS
1874
Axiom Financial Strategies
Indiana
$493K +$6.85K +301 +1%
PIA
1875
Pinion Investment Advisors
Kansas
$492K -$13.8K -607 -3%