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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1201
Systematic Financial Management
New Jersey
$444K – – –
LW
1202
Linscomb Wealth
Texas
$442K -$16.2K -410 -3%
SNT
1203
Security National Trust
West Virginia
$441K -$49.3K -1,250 -10%
VCM
1204
Violich Capital Management
California
$435K +$441K +11,181 New
FCB
1205
First Command Bank
Texas
$434K -$133K -3,364 -23%
FCFS
1206
First Command Financial Services
Texas
$434K -$133K -3,364 -23%
PPCM
1207
Pillar Pacific Capital Management
California
$434K -$13.8K -350 -3%
RWM
1208
Ritholtz Wealth Management
New York
$432K +$437K +11,100 New
BW
1209
Biegel & Waller
Maryland
$432K +$438K +11,106 New
RMSCM
1210
R.M. Sincerbeaux Capital Management
New York
$428K – – –
CL
1211
CSS LLC
Illinois
$424K +$122K +3,100 +40%
CCM
1212
Covington Capital Management
California
$423K – – –
AWM
1213
AE Wealth Management
Kansas
$423K +$164K +4,156 +62%
WPA
1214
West Paces Advisors
Georgia
$423K – – –
CCM
1215
Coldstream Capital Management
Washington
$421K +$98.3K +2,494 +30%
EWM
1216
Edge Wealth Management
New York
$420K +$158 +4 +0%
GLI
1217
Guardian Life Insurance
New York
$417K -$299K -7,576 -41%
TCOT
1218
Trust Company of Toledo
Ohio
$417K +$50.4K +1,280 +14%
WB
1219
Webster Bank
Connecticut
$414K -$33.9K -860 -7%
BSB
1220
Bangor Savings Bank
Maine
$413K -$8.75K -222 -2%
SFG
1221
Summit Financial Group
West Virginia
$412K +$418K +10,602 New
FMW
1222
Farr Miller & Washington
District of Columbia
$411K -$31.5K -800 -7%
SWA
1223
Sutton Wealth Advisors
Florida
$410K – – –
FSA
1224
Franklin Street Advisors
North Carolina
$407K -$18K -456 -4%
FA
1225
FCG Advisors
New Jersey
$402K +$10.6K +268 +3%