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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1151
CFO4Life Group
Texas
$637K -$46.8K -1,245 -7%
PCG
1152
Private Capital Group
Connecticut
$637K +$301 +8 New
WTB
1153
Washington Trust Bank
Washington
$635K +$4.96K +132 +0.8%
PWP
1154
Private Wealth Partners
California
$635K +$52.6K +1,400 +10%
MHC
1155
Meyer Handelman Company
New York
$633K – – –
NL
1156
NVWM LLC
Pennsylvania
$631K +$592K +15,751 New
Lido Advisors
1157
Lido Advisors
California
$630K +$27.7K +737 +5%
LWAC
1158
Laurel Wealth Advisors (California)
California
$630K +$130K +3,447 +28%
CIA
1159
Capital Investment Advisors
Georgia
$628K +$9.96K +265 +2%
HK
1160
Horizon Kinetics
New York
$627K -$5.68K -151 -1%
KTC
1161
Kistler-Tiffany Companies
Pennsylvania
$627K +$131K +3,481 +29%
LMAM
1162
Legg Mason Asset Management
Japan
$625K -$75.2K -2,000 -11%
ZAM
1163
Zevin Asset Management
Massachusetts
$624K – – –
OAM
1164
Oak Asset Management
California
$623K +$585K +15,556 New
FPFS
1165
First Personal Financial Services
North Carolina
$621K +$90.6K +2,411 +18%
QSS
1166
Quantitative Systematic Strategies
Florida
$617K +$176K +4,689 +44%
PMFA
1167
Plante Moran Financial Advisors
Michigan
$612K +$5.45K +145 +1%
BWAM
1168
Boyd Watterson Asset Management
Ohio
$612K +$575K +15,287 New
SYBT
1169
Stock Yards Bank & Trust
Kentucky
$611K – – –
GLI
1170
Guardian Life Insurance
New York
$611K +$171K +4,537 +42%
GD
1171
Grandfield & Dodd
New York
$610K -$28.9K -770 -5%
RMAM
1172
Raab & Moskowitz Asset Management
New Jersey
$606K -$17.2K -458 -3%
CT
1173
CPF Texas
Texas
$596K +$553K +14,717 New
FSA
1174
Franklin Street Advisors
North Carolina
$595K -$7.12M -189,416 -93%
CBT
1175
Central Bank & Trust
Kentucky
$595K +$20.3K +539 +4%