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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1226
Vestor Capital
Illinois
$679K +$63.4K +300 +10%
AA
1227
Argent Advisors
Louisiana
$678K -$20.7K -98 -3%
CWG
1228
Crown Wealth Group
North Carolina
$678K +$712K +3,368 New
MA
1229
MKT Advisors
California
$677K +$736K +3,485 New
PTC
1230
Philadelphia Trust Company
Pennsylvania
$676K – – –
SOAMC
1231
Spirit of America Management Corp
New York
$675K – – –
KCM
1232
KRS Capital Management
Michigan
$675K +$708K +3,353 New
AFA
1233
American Financial Advisors
Georgia
$674K +$73.9K +350 +12%
FQ
1234
First Quadrant
California
$673K – – –
SXL
1235
Summit X LLC
Missouri
$669K -$112K -532 -14%
BFS
1236
Bickling Financial Services
Massachusetts
$669K – – –
FNT
1237
First Nebraska Trust
Nebraska
$668K – – –
SWA
1238
SOA Wealth Advisors
New York
$666K -$49K -232 -7%
CG
1239
Clarus Group
Texas
$665K – – –
SFWA
1240
Summit Financial Wealth Advisors
Louisiana
$662K +$22.2K +105 +4%
CBN
1241
Cadence Bank NA
Texas
$661K +$11.6K +55 +2%
CNBTD
1242
Citizens National Bank Trust Department
Mississippi
$660K -$1.24M -5,875 -64%
HFA
1243
High Falls Advisors
New York
$659K – – –
MYLI
1244
Meiji Yasuda Life Insurance
Japan
$658K +$14.8K +70 +2%
ESCM
1245
Echo Street Capital Management
New York
$657K -$293K -1,386 -30%
WDC
1246
Woodward Diversified Capital
California
$657K -$37.6K -178 -5%
QPW
1247
Quantum Private Wealth
Florida
$655K +$688K +3,256 New
TVAMP
1248
Tennessee Valley Asset Management Partners
Tennessee
$653K -$23.5K -111 -3%
MIH
1249
Meitav Investment House
Israel
$652K -$211K -997 -24%
CSA
1250
Cottage Street Advisors
Massachusetts
$652K -$6.13K -29 -0.9%
48 49
50
51 52