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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
726
Integrated Investment Consultants
Michigan
$227K +$212K +2,656 New
MWM
727
Mattern Wealth Management
Kansas
$225K +$210K +2,632 New
KIA
728
KCM Investment Advisors
California
$225K +$211K +2,636 New
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$225K +$211K +2,639 New
BSG
730
Black Swift Group
Colorado
$223K +$208K +2,607 New
MS
731
Madden Securities
Texas
$222K +$208K +2,600 New
CT
732
Chicago Trust
Illinois
$221K +$206K +2,583 New
IAS
733
Investment Advisory Services
Texas
$221K +$207K +2,588 New
Fisher Asset Management
734
Fisher Asset Management
Washington
$220K +$205K +2,570 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
735
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$220K +$205K +2,570 New
GHA
736
GW Henssler & Associates
Georgia
$219K +$205K +2,563 New
WTFG
737
Wells Trecaso Financial Group
Ohio
$218K +$204K +2,550 New
FFA
738
Fragasso Financial Advisors
Pennsylvania
$218K +$204K +2,551 New
FI
739
FormulaFolio Investments
Michigan
$218K +$204K +2,553 New
WAP
740
Wealthcare Advisory Partners
Pennsylvania
$217K +$203K +2,545 New
LSAG
741
Lake Street Advisors Group
New Hampshire
$214K +$200K +2,503 New
NCM
742
Northside Capital Management
Oregon
$214K +$200K +2,503 New
CAG
743
Crestwood Advisors Group
Massachusetts
$212K +$198K +2,479 New
NB
744
NBT Bank
New York
$210K +$196K +2,454 New
TCBWMS
745
Texas Capital Bank Wealth Management Services
Texas
$209K -$125K -1,570 -39%
CP
746
Camelot Portfolios
Ohio
$209K +$195K +2,442 New
GIA
747
Guyasuta Investment Advisors
Pennsylvania
$209K +$195K +2,444 New
FFC
748
First Financial Corp
Indiana
$208K -$8.95K -112 -4%
PB
749
Pinnacle Bancorp
Nebraska
$207K
LAM
750
Lountzis Asset Management
Pennsylvania
$205K +$192K +2,400 New