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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1901
Alta Advisers
United Kingdom
$764K – – –
PMFA
1902
Plante Moran Financial Advisors
Michigan
$764K +$5.82K +17 +0.8%
Members Trust
1903
Members Trust
Florida
$763K – – –
UB
1904
Umpqua Bank
Oregon
$763K -$3.42K -10 -0.5%
BFG
1905
Beto Financial Group
Idaho
$762K +$1.37K +4 +0.2%
HFS
1906
Howard Financial Services
Texas
$762K +$16.4K +48 +2%
ECM
1907
EagleClaw Capital Management
Massachusetts
$760K – – –
PWW
1908
Pettyjohn Wood & White
Virginia
$760K +$4.45K +13 +0.6%
GC
1909
Garde Capital
Washington
$759K -$16.1K -47 -2%
WA
1910
WESPAC Advisors
California
$756K – – –
FCA
1911
FLC Capital Advisors
California
$755K – – –
FGC
1912
First Growth Capital
Maryland
$754K – – –
BBI
1913
Baxter Bros Inc
Connecticut
$754K – – –
ZCP
1914
Z3 Capital Partners
Virginia
$754K – – –
WWM
1915
Walser Wealth Management
Florida
$753K +$68.1K +199 +11%
SAA
1916
Southeast Asset Advisors
Georgia
$753K – – –
SAM
1917
Sagewood Asset Management
New York
$752K +$5.13K +15 +0.7%
CWP
1918
CFM Wealth Partners
Texas
$751K – – –
CA
1919
Cornerstone Advisory
Maryland
$751K +$20.5K +60 +3%
MSWA
1920
Marshall & Sterling Wealth Advisors
New York
$750K +$60.6K +177 +9%
ITIM
1921
Indiana Trust & Investment Management
Indiana
$748K – – –
AWM
1922
Avior Wealth Management
Nebraska
$747K -$64K -187 -8%
CFS
1923
CRA Financial Services
New Jersey
$747K +$13.3K +39 +2%
BHIA
1924
Birch Hill Investment Advisors
Massachusetts
$746K – – –
PK
1925
Pflug Koory
Nebraska
$745K +$3.08K +9 +0.4%