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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1501
Fagan Associates
New York
$784K +$20.5K +207 +2%
BRM
1502
Boston Research & Management
Massachusetts
$784K +$39.3K +398 +4%
SFG
1503
SevenBridge Financial Group
Pennsylvania
$782K +$245K +2,482 +30%
CF
1504
Centaurus Financial
California
$780K -$939K -9,501 -47%
SBWIC
1505
Schaper Benz & Wise Investment Counsel
Wisconsin
$779K +$830K +8,395 +357%
FTC
1506
Farmers Trust Company
Ohio
$778K -$20.9K -211 -2%
Empirical Finance
1507
Empirical Finance
Pennsylvania
$778K +$387K +3,917 +57%
ITIM
1508
Indiana Trust & Investment Management
Indiana
$776K +$24.1K +244 +2%
ATWA
1509
Arbor Trust Wealth Advisors
Michigan
$772K -$296 -3 -0%
NS
1510
NewDay Solutions
New Hampshire
$771K – – –
MCA
1511
Mercer Capital Advisers
New Jersey
$768K -$42.1K -426 -4%
BWM
1512
Bernicke Wealth Management
Wisconsin
$768K +$154K +1,555 +17%
PMFA
1513
Plante Moran Financial Advisors
Michigan
$767K +$77.8K +787 +8%
PB
1514
Pinnacle Bancorp
Nebraska
$766K -$9.88K -100 -0.9%
CFG
1515
Cooper Financial Group
California
$765K +$767K +7,758 +278%
AI
1516
ArchPoint Investors
Florida
$764K +$468K +4,735 +81%
SIM
1517
Stratos Investment Management
Ohio
$763K +$345K +3,491 +50%
KWM
1518
Keebeck Wealth Management
Illinois
$763K +$615K +6,222 +144%
ABTD
1519
Arvest Bank Trust Division
Oklahoma
$761K -$11.1M -112,031 -91%
GG
1520
Gleason Group
Kentucky
$760K +$105K +1,062 +11%
TWM
1521
Titus Wealth Management
California
$756K +$77.9K +788 +8%
FNBSF
1522
First National Bank Sioux Falls
South Dakota
$755K – – –
PFA
1523
Paradigm Financial Advisors
Missouri
$755K +$23.9K +242 +2%
JIC
1524
Joel Isaacson & Co
New York
$752K -$207K -2,097 -17%
Chilton Capital Management
1525
Chilton Capital Management
Texas
$752K -$49.5K -501 -5%