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Name Holding Trade Value Shares
Change
Change in
Stake
PNC
1876
Park National Corp
Ohio
$791K -$118K -331 -13%
EA
1877
Everpar Advisors
Oklahoma
$790K +$85.2K +239 +12%
CWS
1878
Cypress Wealth Services
California
$790K -$503K -1,410 -39%
BFA
1879
Bill Few Associates
Pennsylvania
$788K +$137K +385 +21%
SCM
1880
Stonebridge Capital Management
California
$787K +$797K +2,236 New
NHT
1881
New Hampshire Trust
New Hampshire
$786K -$119K -333 -13%
MAC
1882
Mason & Associates (California)
California
$786K
FWA
1883
FSM Wealth Advisors
Ohio
$784K +$147K +413 +23%
BWM
1884
Baron Wealth Management
Michigan
$783K +$117K +328 +17%
CCM
1885
Cohen Capital Management
California
$783K +$17.1K +48 +2%
FCAS
1886
First Command Advisory Services
Texas
$778K +$21.7K +61 +3%
DF
1887
Donoghue Forlines
Massachusetts
$778K -$892K -2,501 -53%
WH
1888
Willner & Heller
California
$778K -$7.84K -22 -1%
BFIM
1889
Beese Fulmer Investment Management
Ohio
$775K -$348K -977 -31%
LRIC
1890
Long Road Investment Counsel
Michigan
$774K
LCM
1891
Lazari Capital Management
California
$773K -$16.8K -47 -2%
FCM
1892
Fourpath Capital Management
Oklahoma
$772K -$385K -1,080 -33%
FMWA
1893
Forvis Mazars Wealth Advisors
Missouri
$769K +$1.78K +5 +0.2%
TCM
1894
Thoma Capital Management
Maryland
$762K +$18.2K +51 +2%
EGA
1895
E&G Advisors
Texas
$762K +$1.43K +4 +0.2%
UAML
1896
US Asset Management LLC
Pennsylvania
$761K +$66K +185 +9%
SWM
1897
Segment Wealth Management
Texas
$761K -$159K -445 -17%
IAG
1898
Ipsen Advisor Group
Arkansas
$759K +$8.91K +25 +1%
AI
1899
Accredited Investors
Minnesota
$759K -$49.2K -138 -6%
TA
1900
TrueWealth Advisors
Alabama
$759K +$769K +2,156 New