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Name Holding Trade Value Shares
Change
Change in
Stake
KGC
701
Kennon-Green & Company
Ohio
$342K +$8.66K +57 +2%
BWP
702
Baldwin Wealth Partners
Massachusetts
$341K – – –
JPWM
703
Jamison Private Wealth Management
Georgia
$341K +$395K +2,600 New
SCM
704
Schnieders Capital Management
California
$340K – – –
PTC
705
Private Trust Company
Ohio
$339K +$15.2K +100 +4%
CF
706
Centaurus Financial
California
$338K -$27.5K -181 -7%
GWM
707
Geneos Wealth Management
Colorado
$338K +$16.3K +107 +4%
SC
708
Schulhoff & Co
Ohio
$337K -$15.2K -100 -4%
EM
709
Excalibur Management
Massachusetts
$335K – – –
EWM
710
Empirical Wealth Management
Washington
$334K +$24.2K +159 +7%
OCBCO
711
Oversea-Chinese Banking Corp (OCBC)
Singapore
$334K +$387K +2,548 New
IWN
712
Independent Wealth Network
Iowa
$333K +$1.52K +10 +0.4%
SC
713
Savant Capital
Illinois
$328K +$8.66K +57 +2%
CIA
714
Capital Investment Advisors
Georgia
$326K +$8.81K +58 +2%
OIA
715
OneDigital Investment Advisors
Kansas
$325K +$61.9K +407 +20%
SC
716
Searle & Co
Connecticut
$321K – – –
CC
717
Courier Capital
New York
$320K – – –
SFI
718
SPC Financial Inc
Maryland
$316K +$15.2K +100 +4%
MYIA
719
Mount Yale Investment Advisors
Colorado
$316K – – –
MWM
720
Mattern Wealth Management
Kansas
$315K -$18.4K -121 -5%
PBC
721
Pavion Blue Capital
California
$315K – – –
HH
722
Hilltop Holdings
Texas
$314K +$1.22K +8 +0.3%
BSB
723
Bangor Savings Bank
Maine
$313K – – –
BFA
724
Bragg Financial Advisors
North Carolina
$311K -$33.9K -223 -9%
RWM
725
Revisor Wealth Management
Ohio
$311K +$91.3K +601 +34%