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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1026
CRA Financial Services
New Jersey
$209K +$214K +1,035 New
SICM
1027
Sustainable Insight Capital Management
New York
$208K +$214K +1,032 New
ZIC
1028
ZWJ Investment Counsel
Georgia
$207K – – –
ESBC
1029
E.S. Barr & Co
Kentucky
$207K +$212K +1,024 New
GHA
1030
GW Henssler & Associates
Georgia
$206K +$2.07K +10 +1%
NHC
1031
Nicholas Hoffman & Company
Georgia
$205K – – –
BBI
1032
Baxter Bros Inc
Connecticut
$204K – – –
CFA
1033
Cahill Financial Advisors
Minnesota
$204K – – –
DIA
1034
Dana Investment Advisors
Wisconsin
$204K – – –
ECG
1035
Edge Capital Group
Georgia
$204K – – –
WPP
1036
Whalerock Point Partners
Rhode Island
$204K +$165K +798 +376%
JGC
1037
J. Goldman & Co
New York
$204K +$209K +1,009 New
SFSIG
1038
San Francisco Sentry Investment Group
California
$203K +$47.6K +230 +30%
AM
1039
Atwater Malick
Pennsylvania
$202K – – –
CPSC
1040
Carl P. Sherr & Co
Massachusetts
$202K – – –
JWCA
1041
J.W. Coons Advisors
Ohio
$202K – – –
MHIC
1042
Marble Harbor Investment Counsel
Massachusetts
$202K – – –
NFC
1043
Northeast Financial Consultants
Connecticut
$202K – – –
TSWM
1044
Triangle Securities Wealth Management
North Carolina
$202K – – –
TNBTD
1045
Trustmark National Bank Trust Department
Mississippi
$202K – – –
GAB
1046
German American Bancorp
Indiana
$202K +$207K +1,000 New
CIA
1047
Capital Investment Advisors
Georgia
$201K -$4.34K -21 -2%
PIM
1048
Perpetual Investment Management
Australia
$201K +$207K +1,000 New
GEA
1049
Glen Eagle Advisors
New Jersey
$197K -$46.6K -225 -19%
PWPS
1050
Pinnacle Wealth Planning Services
Ohio
$196K +$201K +973 New