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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K -$29.3K -87 -23%
KTC
702
Kistler-Tiffany Companies
Pennsylvania
$74K – – –
CBT
703
Central Bank & Trust
Kentucky
$72K -$33.7K -100 -27%
KC
704
Knuff & Co
California
$72K – – –
TFA
705
Toth Financial Advisory
Virginia
$72K – – –
CHA
706
Carmichael Hill & Associates
Maryland
$70K – – –
NSIM
707
North Star Investment Management
Illinois
$69K – – –
BC
708
Burleson & Co
California
$69K +$3.37K +10 +4%
BAM
709
Bellevue Asset Management
Washington
$68K – – –
ADL
710
Asset Dedication LLC
California
$63K +$21.6K +64 +37%
PCG
711
Private Capital Group
Connecticut
$60K -$12.5K -37 -14%
HDIM
712
Hanson & Doremus Investment Management
Vermont
$60K +$37.1K +110 +92%
NL
713
NVWM LLC
Pennsylvania
$59K – – –
EWA
714
Evolution Wealth Advisors
Florida
$58K -$57.3K -170 -43%
JWA
715
JFS Wealth Advisors
Pennsylvania
$55K +$42.8K +127 +153%
AWM
716
Avior Wealth Management
Nebraska
$53K -$217K -645 -76%
PMFA
717
Plante Moran Financial Advisors
Michigan
$53K – – –
PP
718
PrairieView Partners
Minnesota
$53K – – –
SIC
719
Salem Investment Counselors
North Carolina
$52K +$6.74K +20 +11%
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
$52K +$10.1K +30 +18%
GRP
721
Global Retirement Partners
California
$51K +$4.38K +13 +7%
SC
722
Saban Cheryl
$51K +$65.7K +195 New
HR
723
Howe & Rusling
New York
$48K – – –
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K – – –
SOW
725
State of Wyoming
Wyoming
$46K -$112K -332 -65%