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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
776
Formidable Asset Management
Ohio
$791K -$121K -1,317 -13%
TCM
777
Twin Capital Management
Pennsylvania
$789K -$9.22K -100 -1%
RIM
778
Redwood Investment Management
Arizona
$783K +$738K +8,013 New
LPT
779
Legacy Private Trust
Wisconsin
$783K -$31.5K -342 -4%
Fifth Third Wealth Advisors
780
Fifth Third Wealth Advisors
Ohio
$779K -$54.3K -589 -7%
JFGIW
781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$772K +$97.1K +1,054 +15%
PCS
782
Personal CFO Solutions
New Jersey
$772K -$51.8K -562 -7%
F.L. Putnam Investment Management
783
F.L. Putnam Investment Management
Massachusetts
$764K -$148K -1,610 -17%
BAM
784
Boyar Asset Management
New York
$760K -$9.77K -106 -1%
TWP
785
Tempus Wealth Planning
California
$757K +$4.7K +51 +0.7%
OPA
786
Old Port Advisors
Maine
$754K -$36.2K -393 -5%
Coldstream Capital Management
787
Coldstream Capital Management
Washington
$754K -$24.1K -261 -3%
Smartleaf Asset Management
788
Smartleaf Asset Management
Massachusetts
$753K +$78.3K +850 +12%
RC
789
Rahlfs Capital
Texas
$752K -$127K -1,383 -15%
BB
790
Burford Brothers
Texas
$751K +$645 +7 +0.1%
Busey Bank
791
Busey Bank
Illinois
$751K +$30.9K +335 +5%
SMA
792
Sage Mountain Advisors
Georgia
$751K -$62.4K -677 -8%
ACP
793
Aviance Capital Partners
Florida
$746K -$89.9K -976 -11%
PWA
794
Prairie Wealth Advisors
Nebraska
$745K -$714K -7,748 Closed
CCG
795
Ceeto Capital Group
Florida
$744K -$553K -6,000 -44%
JC
796
Jacobs & Co
California
$735K -$72.2K -783 -9%
KCAM
797
Kagan Cocozza Asset Management
New Jersey
$733K +$56.5K +613 +9%
Harbour Investments
798
Harbour Investments
Wisconsin
$730K -$69.2K -751 -9%
Sumitomo Life Insurance
799
Sumitomo Life Insurance
Japan
$730K +$7.56K +82 +1%
HIC
800
Holderness Investments Company
North Carolina
$720K -$199K -2,164 -23%