Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1601
L.J. Altfest & Co
New York
$974K +$47.7K +1,145 +6%
HAM
1602
Harmony Asset Management
Arizona
$972K -$19.1K -458 -2%
CIA
1603
Choate Investment Advisors
Massachusetts
$971K -$150K -3,615 -14%
BIG
1604
Brooklyn Investment Group
New York
$970K +$68.6K +1,647 +8%
FFBTD
1605
First Financial Bank - Trust Division
Ohio
$970K -$20.3K -488 -2%
RI
1606
Ridgewood Investments
New Jersey
$969K +$107K +2,570 +12%
PFBT
1607
Parkside Financial Bank & Trust
Missouri
$969K -$208 -5 -0%
WKSWA
1608
White Knight Strategic Wealth Advisors
New Jersey
$969K -$874K -21,002 -50%
FNBOMD
1609
First National Bank of Mount Dora
Florida
$969K -$834K -20,031 -48%
EFM
1610
Eley Financial Management
Vermont
$967K +$3.79K +91 +0.4%
RWP
1611
Ridgecrest Wealth Partners
California
$965K +$21.4K +515 +2%
CWM
1612
C2C Wealth Management
Arizona
$962K -$16.9K -406 -2%
WAM
1613
WFA Asset Management
Wisconsin
$962K -$133K -3,196 -12%
OL
1614
one8zero8 LLC
North Carolina
$961K -$79.8K -1,918 -8%
BIP
1615
Blueprint Investment Partners
North Carolina
$959K +$90.3K +2,169 +11%
SFI
1616
SPC Financial Inc
Maryland
$959K -$1.21M -29,067 -58%
OTL
1617
Oak Thistle LLC
New York
$958K -$1.12M -26,963 -56%
NWWA
1618
New Wave Wealth Advisors
Arkansas
$956K -$35.7K -857 -4%
LA
1619
Lifeworks Advisors
Michigan
$954K +$24K +577 +3%
WIS
1620
Wright Investors Service
Connecticut
$953K -$33.4K -802 -4%
CLA
1621
Carnegie Lake Advisors
New Jersey
$953K -$18.5K -445 -2%
PBK
1622
Peoples Bank (Kansas)
Kansas
$948K +$208 +5 +0%
TAM
1623
Trillium Asset Management
Massachusetts
$945K -$435K -10,438 -33%
PVM
1624
Palogic Value Management
Texas
$945K -$10.4K -250 -1%
GC
1625
Gilbert & Cook
Iowa
$943K -$74.6K -1,792 -8%