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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1326
Willow Creek Wealth Management
California
$575K – – –
FC
1327
Fayerweather Charles
$572K +$2.7K +100 +0.5%
CAL
1328
Capital Analysts LLC
Pennsylvania
$569K +$369K +13,667 +171%
GHAM
1329
Gilman Hill Asset Management
Connecticut
$568K +$73K +2,704 +14%
SS
1330
Sunbelt Securities
Texas
$563K +$143K +5,282 +33%
BB
1331
Bell Bank
North Dakota
$562K +$14.7K +545 +3%
CK
1332
Carnick & Kubik
Colorado
$562K +$54K +2,000 +10%
CSMF
1333
Charles Stewart Mott Foundation
Michigan
$559K +$575K +21,288 New
MIC
1334
Meridian Investment Counsel
California
$558K – – –
IFB
1335
iAB Financial Bank
Indiana
$558K +$2.7K +100 +0.5%
EWMCB
1336
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$556K +$218K +8,082 +62%
CA
1337
Capital Advantage
California
$554K +$68.5K +2,536 +14%
ICOA
1338
Investment Centers of America
North Dakota
$553K -$10.1K -374 -2%
IFS
1339
Ifrah Financial Services
Arkansas
$551K -$1.75K -65 -0.3%
IP
1340
Investment Partners
Ohio
$550K -$20.9K -775 -4%
AA
1341
ALPS Advisors
Colorado
$547K +$15.7K +583 +3%
RMA
1342
Roffman Miller Associates
Pennsylvania
$545K +$79.4K +2,941 +17%
TBA
1343
Tower Bridge Advisors
Pennsylvania
$545K -$25.7K -950 -4%
ACI
1344
Advance Capital I
Michigan
$543K -$319K -11,800 -36%
NC
1345
Nicholas Company
Wisconsin
$543K +$246K +9,100 +78%
PFS
1346
Prospera Financial Services
Texas
$533K -$285K -10,536 -33%
TCB
1347
Texas Capital Bancshares
Texas
$533K +$6.21K +230 +1%
BC
1348
Banced Corp
Illinois
$531K +$1.27K +47 +0.2%
WWM
1349
Willingdon Wealth Management
North Carolina
$530K +$545K +20,200 New
BST
1350
Bath Savings Trust
Maine
$529K -$2.7K -100 -0.5%