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Name Holding Trade Value Shares
Change
Change in
Stake
ISB
1701
Iowa State Bank
Iowa
$736K -$97.7K -795 -11%
ST
1702
Sabal Trust
Florida
$736K – – –
EI
1703
Ellevest Inc
New York
$736K +$166K +1,350 +28%
PWMG
1704
Pinnacle Wealth Management Group
Michigan
$735K – – –
ARGA Investment Management
1705
ARGA Investment Management
Connecticut
$734K -$210K -1,709 -22%
AWM
1706
Altavista Wealth Management
North Carolina
$733K -$2.83K -23 -0.4%
BWM
1707
BCS Wealth Management
Tennessee
$732K – – –
MFW
1708
Mosaic Family Wealth
Missouri
$730K +$24.4K +199 +3%
BSB
1709
Bangor Savings Bank
Maine
$730K +$161K +1,311 +27%
AFC
1710
AFT Forsyth & Company
Florida
$728K -$9.21K -75 -1%
Northeast Financial Consultants
1711
Northeast Financial Consultants
Connecticut
$727K – – –
CCA
1712
Childress Capital Advisors
Texas
$727K +$197K +1,607 +35%
AIP
1713
ARS Investment Partners
New York
$726K – – –
CWA
1714
Clearview Wealth Advisors
Oregon
$726K +$15.8K +129 +2%
ERWM
1715
Elk River Wealth Management
Colorado
$723K -$31K -252 -4%
ACM
1716
Argent Capital Management
Missouri
$721K – – –
CFC
1717
Coyle Financial Counsel
Illinois
$719K – – –
AC
1718
Avestar Capital
New York
$717K +$72.8K +593 +11%
FIM
1719
Fernwood Investment Management
Massachusetts
$716K -$12.3K -100 -2%
KLWA
1720
Kelly Lawrence W & Associates
California
$716K – – –
CPO
1721
Cerity Partners OCIO
New York
$714K +$183K +1,488 +33%
AT
1722
Arden Trust
Delaware
$713K -$141K -1,150 -16%
ACM
1723
Allred Capital Management
Texas
$711K -$58.5K -476 -7%
MCM
1724
McRae Capital Management
New Jersey
$710K – – –
SSW
1725
Smith Shellnut Wilson
Mississippi
$710K +$2.58K +21 +0.4%