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Name Holding Trade Value Shares
Change
Change in
Stake
PBO
2201
Peoples Bank (Ohio)
Ohio
$416K -$15.1K -250 -4%
MFW
2202
Mosaic Family Wealth
Missouri
$413K -$58.8K -974 -13%
CCM
2203
Carlson Capital Management
Minnesota
$412K +$119K +1,967 +41%
AF
2204
AtlasMark Financial
Texas
$412K – – –
PGWM
2205
Parisi Gray Wealth Management
New Jersey
$411K -$2.9K -48 -0.7%
DI
2206
Diligent Investors
California
$411K +$12.2K +202 +3%
MCIA
2207
Mountain Capital Investment Advisors
Colorado
$410K -$193K -3,194 -32%
VSWA
2208
Vontobel Swiss Wealth Advisors
Switzerland
$410K -$6.03K -100 -1%
HGWM
2209
Harvest Group Wealth Management
Massachusetts
$409K -$20.6K -342 -5%
VCM
2210
Vigilant Capital Management
Maine
$409K +$77.4K +1,284 +24%
SM
2211
Sciencast Management
New Jersey
$408K -$241K -4,000 -37%
ECM
2212
Exchange Capital Management
Michigan
$407K -$5.91K -98 -1%
ACM
2213
Alethea Capital Management
Washington
$407K – – –
TNA
2214
True North Advisors
Texas
$407K +$400K +6,632 New
RIM
2215
Redwood Investment Management
Arizona
$405K +$73.3K +1,216 +23%
ECA
2216
Elevated Capital Advisors
Utah
$405K +$398K +6,598 New
OWP
2217
Obermeyer Wealth Partners
Colorado
$404K – – –
LA
2218
Legacy Advisors
Pennsylvania
$404K +$1.93K +32 +0.5%
M
2219
Mirova
France
$404K +$137K +2,277 +53%
HHGA
2220
Halbert Hargrove Global Advisors
California
$403K -$82K -1,359 -17%
PCMC
2221
Paragon Capital Management (Colorado)
Colorado
$403K -$6.88K -114 -2%
AWM
2222
Aries Wealth Management
Maine
$403K – – –
TAM
2223
Townsend Asset Management
North Carolina
$403K +$396K +6,565 New
BFA
2224
Brendel Financial Advisors
New Hampshire
$402K +$44.6K +740 +13%
JC
2225
Jentner Corp
Ohio
$401K – – –