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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1201
Alpha Omega Wealth Management
Virginia
$483K – – –
CWP
1202
Capital Wealth Planning
Florida
$481K -$28.6K -726 -5%
SB
1203
Simmons Bank
Arkansas
$480K +$231K +5,859 +88%
BFA
1204
Beaumont Financial Advisors
Massachusetts
$477K +$20.6K +523 +4%
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$477K +$231K +5,852 +90%
TIM
1206
Tortoise Investment Management
New York
$477K +$300K +7,623 +160%
WAM
1207
Wallington Asset Management
Indiana
$476K -$14.9K -378 -3%
BCM
1208
Becker Capital Management
Oregon
$473K +$484K +12,287 New
LWAC
1209
Laurel Wealth Advisors (California)
California
$472K -$9.38K -238 -2%
SNT
1210
Security National Trust
West Virginia
$471K +$35.5K +900 +8%
KTC
1211
Kistler-Tiffany Companies
Pennsylvania
$469K -$23.2K -590 -5%
VCAM
1212
Van Cleef Asset Management
Ohio
$468K – – –
TCM
1213
Tradewinds Capital Management
Washington
$467K +$39 +1 +0%
FMW
1214
Farr Miller & Washington
District of Columbia
$464K +$58.8K +1,492 +14%
RWM
1215
RKL Wealth Management
Pennsylvania
$464K +$207K +5,245 +74%
CA
1216
Continuum Advisory
Idaho
$463K +$13.6K +346 +3%
CCM
1217
Covington Capital Management
California
$463K +$45.7K +1,160 +11%
Cetera Investment Advisers
1218
Cetera Investment Advisers
Illinois
$462K +$11.3K +286 +2%
BSB
1219
Bangor Savings Bank
Maine
$458K +$50.7K +1,287 +12%
JIC
1220
Joel Isaacson & Co
New York
$452K +$39 +1 +0%
B
1221
Brightworth
Georgia
$451K +$462K +11,730 New
BAC
1222
Boys Arnold & Co
North Carolina
$449K – – –
MWM
1223
Modera Wealth Management
New Jersey
$447K – – –
LNB
1224
Ledyard National Bank
$447K +$124K +3,136 +37%
DJSG
1225
D.J. St. Germain
Massachusetts
$444K +$60.7K +1,540 +15%