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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
701
Townsend Asset Management
North Carolina
$324K +$316K +2,113 New
FANJ
702
Financial Architects (New Jersey)
New Jersey
$322K -$98.9K -662 -24%
ESB
703
Essex Savings Bank
Connecticut
$322K -$2.99K -20 -0.9%
PFG
704
PAX Financial Group
Texas
$317K +$288K +1,924 New
DBIA
705
Dumont & Blake Investment Advisors
New Jersey
$313K -$284K -1,900 -48%
JWCA
706
J.W. Cole Advisors
Florida
$313K +$305K +2,038 New
CCM
707
Carderock Capital Management
Maryland
$311K -$14.9K -100 -5%
WP
708
WealthShield Partners
North Carolina
$307K -$50.7K -339 -15%
DSC
709
Duncker Streett & Co
Missouri
$307K – – –
HPC
710
HM Payson & Co
Maine
$307K – – –
OPTFSNA
711
Old Point Trust & Financial Services N A
Virginia
$307K – – –
AA
712
AF Advisors
California
$307K +$299K +2,000 New
TGAM
713
TBH Global Asset Management
Tennessee
$307K +$299K +2,000 New
HWMG
714
Hurlow Wealth Management Group
Indiana
$303K -$54.8K -367 -16%
GAM
715
Grandview Asset Management
Pennsylvania
$303K -$21.2K -142 -7%
BHWM
716
Bar Harbor Wealth Management
New Hampshire
$301K -$68.3K -457 -19%
Lido Advisors
717
Lido Advisors
California
$301K +$293K +1,963 New
BUB
718
BBVA USA Bancshares
Texas
$300K +$292K +1,953 New
CI
719
CX Institutional
Indiana
$299K -$7.32K -49 -2%
SC
720
Savant Capital
Illinois
$298K +$7.92K +53 +3%
BPB
721
Badgley, Phelps & Bell
Washington
$296K -$21.7K -145 -7%
AT
722
Arden Trust
Delaware
$295K – – –
SB
723
Simmons Bank
Arkansas
$293K -$29.9K -200 -9%
CL
724
Choreo LLC
Illinois
$293K – – –
LW
725
Linscomb Wealth
Texas
$293K – – –