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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1651
Forum Financial Management
Illinois
$737K -$1.2M -33,973 -63%
LBC
1652
Lowe Brockenbrough & Co
Virginia
$737K -$154K -4,358 -18%
HWM
1653
Horizon Wealth Management
Illinois
$736K +$4.81K +136 +0.7%
FAM
1654
Formidable Asset Management
Ohio
$734K -$103K -2,921 -13%
SAM
1655
Secure Asset Management
Michigan
$733K -$95.3K -2,694 -12%
MFG
1656
Midwest Financial Group
Kansas
$733K -$181K -5,113 -21%
WA1
1657
Wimmer Associates 1
California
$731K -$108K -3,060 -14%
FPB
1658
First PREMIER Bank
South Dakota
$728K -$75.4K -2,131 -10%
FW
1659
FirstPurpose Wealth
Utah
$724K +$25.4K +717 +4%
CWS
1660
Cypress Wealth Services
California
$721K -$44K -1,244 -6%
PG
1661
Patten Group
Tennessee
$720K +$42.2K +1,192 +7%
CC
1662
Centiva Capital
New York
$716K +$445K +12,577 +196%
HIP
1663
HUB Investment Partners
Texas
$716K +$102K +2,880 +18%
CCT
1664
Chemung Canal Trust
New York
$714K +$115K +3,262 +21%
LMKC
1665
L.M. Kohn & Company
Ohio
$714K +$5.31K +150 +0.8%
CST
1666
Charles Schwab Trust
Nevada
$710K -$106K -2,994 -14%
EP
1667
Eudaimonia Partners
Tennessee
$709K -$848K -23,979 -56%
FNT
1668
First Nebraska Trust
Nebraska
$708K -$6.19K -175 -0.9%
WPC
1669
Wedmont Private Capital
Pennsylvania
$708K +$250K +7,064 +67%
KFA
1670
Kelleher Financial Advisors
New York
$707K -$618K -17,462 -48%
MIC
1671
Means Investment Company
Maine
$707K -$837K -23,668 -56%
PWM
1672
Proathlete Wealth Management
Florida
$705K +$662K +18,709 New
CA
1673
Cullinan Associates
Kentucky
$705K -$212K -6,000 -24%
TBNY
1674
Trustco Bank (New York)
New York
$705K -$4.81K -136 -0.7%
WEG
1675
World Equity Group
Illinois
$704K +$33.8K +956 +5%