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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1351
Deseret Mutual Benefit Administrators
Utah
$235K – – –
IA
1352
Insight Advisors
Pennsylvania
$234K -$3.1K -9 -1%
BTW
1353
Boston Trust Walden
Massachusetts
$234K – – –
QL
1354
Quarry LP
New York
$233K +$212K +614 +682%
MKA
1355
M. Kulyk & Associates
Georgia
$231K – – –
GFA
1356
Gallagher Fiduciary Advisors
Illinois
$231K +$241K +699 New
BT
1357
Brandywine Trust
Delaware
$229K – – –
FNA
1358
First National Advisers
Nebraska
$229K – – –
GWM
1359
Gray Wealth Management
Maine
$228K -$6.9K -20 -3%
FCAS
1360
First Command Advisory Services
Texas
$228K – – –
HI
1361
Hudock Inc
Pennsylvania
$228K +$238K +689 New
MI
1362
Motiv8 Investments
Florida
$228K – – –
WE
1363
Wealth Effects
Massachusetts
$228K – – –
HH
1364
Hilltop Holdings
Texas
$227K -$11K -32 -4%
FBB
1365
Fulton Breakefield Broenniman
Maryland
$226K – – –
SPA
1366
Shore Point Advisors
New Jersey
$225K – – –
PA
1367
Procyon Advisors
Connecticut
$225K +$42.8K +124 +22%
JWA
1368
JFS Wealth Advisors
Pennsylvania
$224K -$345 -1 -0.1%
CCA
1369
Cobblestone Capital Advisors
New York
$224K – – –
KWM
1370
Kaydan Wealth Management
Michigan
$224K – – –
FMP
1371
Financial Management Professionals
Texas
$222K +$1.03K +3 +0.4%
AFG
1372
ABLE Financial Group
Arizona
$222K -$690 -2 -0.3%
CSIC
1373
Clifford Swan Investment Counsel
California
$221K -$5.17K -15 -2%
FNFDCM
1374
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$221K – – –
IA
1375
IFG Advisors
Missouri
$221K – – –