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Name Holding Trade Value Shares
Change
Change in
Stake
PSB
901
Piscataqua Savings Bank
New Hampshire
$253K
MYLI
902
Meiji Yasuda Life Insurance
Japan
$251K +$259K +1,115 New
RPGK
903
Retirement Planning Group (Kansas)
Kansas
$251K +$259K +1,114 New
Kovitz Investment Group Partners
904
Kovitz Investment Group Partners
Illinois
$251K +$727K +3,131 New
PK
905
Pflug Koory
Nebraska
$244K +$252K +1,085 New
LRIA
906
Leonard Rickey Investment Advisors
Washington
$242K +$929 +4 +0.4%
AAS
907
Annex Advisory Services
Wisconsin
$240K
HCM
908
Howard Capital Management
Georgia
$240K +$247K +1,065 New
KFGK
909
Keystone Financial Group (Kentucky)
Kentucky
$239K -$17.4K -75 -7%
WCM Investment Management
910
WCM Investment Management
California
$239K +$247K +1,063 New
CAG
911
Crestwood Advisors Group
Massachusetts
$239K -$232 -1 -0.1%
SF
912
Summit Financial
New Jersey
$236K +$244K +1,049 New
FCA
913
FLC Capital Advisors
California
$236K
SLT
914
St Louis Trust
Missouri
$235K
AT
915
Avalon Trust
New Mexico
$234K
MAM
916
Milestone Asset Management
Pennsylvania
$232K -$533K -2,297 -69%
TCOT
917
Trust Company of Toledo
Ohio
$230K -$8.59K -37 -3%
PCMC
918
Paragon Capital Management (Colorado)
Colorado
$227K
IAA
919
Independent Advisor Alliance
North Carolina
$227K +$5.11K +22 +2%
MWM
920
Modera Wealth Management
New Jersey
$226K -$65.5K -282 -22%
EFM
921
E Fund Management
China
$226K +$3.95K +17 +2%
FNBSF
922
First National Bank Sioux Falls
South Dakota
$225K
GWM
923
Grand Wealth Management
Michigan
$225K
SSW
924
Smith Shellnut Wilson
Mississippi
$225K
RWRC
925
R.W. Roge & Company
New York
$225K