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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
601
Pinnacle Wealth Management Advisory Group
New Jersey
$357K +$20.9K +155 +6%
FT
602
Fiduciary Trust
Massachusetts
$356K -$81K -600 -18%
AL
603
Aspiriant LLC
California
$356K -$3.78K -28 -1%
PCMC
604
Paragon Capital Management (Colorado)
Colorado
$356K – – –
CIC
605
Crawford Investment Counsel
Georgia
$355K – – –
SFG
606
SevenBridge Financial Group
Pennsylvania
$353K – – –
Pacer Advisors
607
Pacer Advisors
Pennsylvania
$352K +$27.4K +203 +8%
FWM
608
Frontier Wealth Management
Missouri
$350K – – –
TTWM
609
TCV Trust & Wealth Management
Virginia
$348K -$135K -1,000 -28%
Cetera Investment Advisers
610
Cetera Investment Advisers
Illinois
$348K +$53.8K +399 +18%
WA
611
WBH Advisory
Maryland
$345K +$10.8K +80 +3%
HA
612
Hamel Associates
New Jersey
$343K – – –
BFS
613
Bradley Foster & Sargent
Connecticut
$343K +$61.4K +455 +21%
MC
614
Moors & Cabot
Massachusetts
$339K +$4.05K +30 +1%
NA
615
NewEdge Advisors
Louisiana
$337K -$135 -1 -0%
VDI
616
Vaughan David Investments
Illinois
$337K – – –
Fisher Asset Management
617
Fisher Asset Management
Washington
$337K +$25.4K +188 +8%
Wellington Management Group
618
Wellington Management Group
Massachusetts
$334K +$338K +2,503 New
DSC
619
Duncker Streett & Co
Missouri
$333K -$10.5K -78 -3%
TAM
620
Tocqueville Asset Management
New York
$332K -$5.13K -38 -2%
PMFA
621
Plante Moran Financial Advisors
Michigan
$331K +$135 +1 +0%
CCM
622
Carderock Capital Management
Maryland
$327K – – –
GEM
623
Global Endowment Management
North Carolina
$326K – – –
GWM
624
GSB Wealth Management
Connecticut
$323K – – –
FANJ
625
Financial Architects (New Jersey)
New Jersey
$320K +$270 +2 +0.1%