Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1901
Tradition Wealth Management
Minnesota
$480K +$54K +507 +11%
FA
1902
Financial Advisors
Massachusetts
$479K – – –
ESB
1903
Essex Savings Bank
Connecticut
$478K +$13.4K +126 +3%
FMTCOCP
1904
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$477K – – –
IAMOG
1905
Investors Asset Management of Georgia
Georgia
$476K +$38.4K +360 +8%
AFC
1906
AFT Forsyth & Company
Florida
$475K – – –
HR
1907
Howe & Rusling
New York
$475K +$19.8K +186 +4%
MCM
1908
Marathon Capital Management
Maryland
$473K -$5.86K -55 -1%
PGWM
1909
Pitti Group Wealth Management
New York
$473K -$3.73K -35 -0.7%
MFC
1910
Mechanics Financial Corp
Ohio
$472K -$32K -300 -6%
GIM
1911
Greylin Investment Management
Virginia
$472K -$5.33K -50 -1%
D
1912
Diversified
Delaware
$472K +$9.7K +91 +2%
CHA
1913
Carmichael Hill & Associates
Maryland
$471K +$107 +1 +0%
PFG
1914
Piershale Financial Group
Illinois
$471K +$213 +2 +0%
AO
1915
Advisor OS
Illinois
$471K +$10.6K +99 +2%
LC
1916
Lindbrook Capital
California
$471K +$17.9K +168 +4%
CA
1917
Cornerstone Advisory
Maryland
$471K +$91.8K +861 +21%
CCA
1918
Childress Capital Advisors
Texas
$469K -$255K -2,389 -33%
CWM
1919
Cahaba Wealth Management
Georgia
$469K -$15K -141 -3%
UC
1920
Unio Capital
New Jersey
$469K -$6.61K -62 -1%
PP
1921
Patron Partners
Texas
$465K – – –
PHAM
1922
Palisades Hudson Asset Management
Florida
$464K – – –
SKK
1923
Shepherd Kaplan Krochuk
Massachusetts
$464K – – –
LSV Asset Management
1924
LSV Asset Management
Illinois
$464K +$469K +4,400 +1,100%
ESBC
1925
E.S. Barr & Co
Kentucky
$463K -$10.7K -100 -2%