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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1001
Sterneck Capital Management
Missouri
$437K – – –
Bank Julius Baer & Co
1002
Bank Julius Baer & Co
Switzerland
$435K -$1.07M -3,795 -70%
HH
1003
Hilltop Holdings
Texas
$434K -$13K -46 -3%
HTHT
1004
Hemenway Trust Hemenway Trust
New Hampshire
$433K +$9.29K +33 +2%
NPT
1005
Nixon Peabody Trust
Massachusetts
$432K -$266K -943 -37%
CFD
1006
Creative Financial Designs
Indiana
$432K -$26.5K -94 -6%
BBNA
1007
Bremer Bank National Association
Minnesota
$431K -$7.32K -26 -2%
BIM
1008
Bridges Investment Management
Nebraska
$431K -$3.66K -13 -0.8%
ADL
1009
Asset Dedication LLC
California
$431K +$3.1K +11 +0.7%
TCM
1010
Tufton Capital Management
Maryland
$427K -$37.7K -134 -8%
FCB
1011
First Command Bank
Texas
$427K – – –
FCFS
1012
First Command Financial Services
Texas
$427K – – –
OWA
1013
Outlook Wealth Advisors
Texas
$423K +$15.8K +56 +4%
GWAM
1014
Guardian Wealth Advisors (Minnesota)
Minnesota
$422K +$435K +1,545 New
WKWM
1015
Walter & Keenan Wealth Management
Indiana
$419K – – –
SWM
1016
Salvus Wealth Management
New Jersey
$419K +$413K +1,468 New
LOPW
1017
Live Oak Private Wealth
North Carolina
$418K +$431K +1,530 New
BB
1018
Berkshire Bank
Massachusetts
$417K -$56.3K -200 -12%
CFA
1019
CWS Financial Advisors
Michigan
$416K -$1.69K -6 -0.4%
CAM
1020
Cozad Asset Management
Illinois
$416K +$113K +403 +36%
GBBWRPM
1021
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$413K -$11.5K -41 -3%
CA
1022
Centerpoint Advisors
Massachusetts
$413K – – –
Fiera Capital (Canada)
1023
Fiera Capital (Canada)
Quebec, Canada
$412K -$13K -46 -3%
SBIA
1024
Sheaff Brock Investment Advisors
Indiana
$411K +$7.04K +25 +2%
SSW
1025
Smith Shellnut Wilson
Mississippi
$410K -$41.4K -147 -9%