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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
951
Trust Company of Toledo
Ohio
$4.37M +$241K +4,051 +6%
CAM
952
Costello Asset Management
Pennsylvania
$4.37M +$1.1M +18,531 +33%
WLPWM
953
Walled Lake Planning & Wealth Management
Illinois
$4.36M -$23.6K -397 -0.5%
BFG
954
Berger Financial Group
Minnesota
$4.36M +$4.4M +74,134 New
IWM
955
IHT Wealth Management
Illinois
$4.35M +$432K +7,281 +11%
SC
956
Sawyer & Company
Massachusetts
$4.35M -$34.5K -581 -0.8%
IAN
957
Integrated Advisors Network
Texas
$4.34M +$134K +2,259 +3%
CT
958
Coastline Trust
Rhode Island
$4.33M +$41.2K +694 +1%
CIP
959
Convergence Investment Partners
Florida
$4.33M -$848K -14,284 -16%
BRM
960
Boston Research & Management
Massachusetts
$4.32M +$182K +3,056 +4%
VWA
961
Visionary Wealth Advisors
Illinois
$4.31M +$243K +4,086 +6%
AT
962
Arden Trust
Delaware
$4.3M -$454K -7,643 -9%
PAA
963
Peregrine Asset Advisers
Oregon
$4.29M -$53.5K -900 -1%
LSA
964
Leonteq Securities AG
Switzerland
$4.28M +$4.33M +72,936 New
AM
965
Atwater Malick
Pennsylvania
$4.28M +$80.5K +1,356 +2%
CBTWT
966
Community Bank & Trust (Waco, Texas)
Texas
$4.28M +$94K +1,583 +2%
FFWA
967
FRG Family Wealth Advisors
Washington
$4.27M -$21.7K -365 -0.5%
DBG
968
De Burlo Group
Massachusetts
$4.26M +$254K +4,281 +6%
WWM
969
Western Wealth Management
Colorado
$4.25M -$227K -3,817 -5%
FAIM
970
Financial Advocates Investment Management
Washington
$4.25M +$737K +12,411 +21%
PWSG
971
Pacific Wealth Strategies Group
California
$4.24M +$26.1K +440 +0.6%
BEAM
972
Baker Ellis Asset Management
Washington
$4.24M +$30.5K +513 +0.7%
GSBTD
973
Glenview State Bank Trust Department
Illinois
$4.24M -$66.8K -1,124 -2%
WBC
974
West Branch Capital
Massachusetts
$4.24M -$78.3K -1,318 -2%
NEAM
975
New England Asset Management
Connecticut
$4.22M +$113K +1,900 +3%