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Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1501
Boston Research & Management
Massachusetts
$784K +$39.3K +398 +4%
SFG
1502
SevenBridge Financial Group
Pennsylvania
$782K +$245K +2,482 +30%
CF
1503
Centaurus Financial
California
$780K -$939K -9,501 -47%
SBWIC
1504
Schaper Benz & Wise Investment Counsel
Wisconsin
$779K +$830K +8,395 +357%
FTC
1505
Farmers Trust Company
Ohio
$778K -$20.9K -211 -2%
EF
1506
Empirical Finance
Pennsylvania
$778K +$387K +3,917 +57%
ITIM
1507
Indiana Trust & Investment Management
Indiana
$776K +$24.1K +244 +2%
ATWA
1508
Arbor Trust Wealth Advisors
Michigan
$772K -$296 -3 -0%
NS
1509
NewDay Solutions
New Hampshire
$771K – – –
MCA
1510
Mercer Capital Advisers
New Jersey
$768K -$42.1K -426 -4%
BWM
1511
Bernicke Wealth Management
Wisconsin
$768K +$154K +1,555 +17%
PMFA
1512
Plante Moran Financial Advisors
Michigan
$767K +$77.8K +787 +8%
PB
1513
Pinnacle Bancorp
Nebraska
$766K -$9.88K -100 -0.9%
CFG
1514
Cooper Financial Group
California
$765K +$767K +7,758 +278%
AI
1515
ArchPoint Investors
Florida
$764K +$468K +4,735 +81%
SIM
1516
Stratos Investment Management
Ohio
$763K +$345K +3,491 +50%
KWM
1517
Keebeck Wealth Management
Illinois
$763K +$615K +6,222 +144%
ABTD
1518
Arvest Bank Trust Division
Oklahoma
$761K -$11.1M -112,031 -91%
GG
1519
Gleason Group
Kentucky
$760K +$105K +1,062 +11%
TWM
1520
Titus Wealth Management
California
$756K +$77.9K +788 +8%
FNBSF
1521
First National Bank Sioux Falls
South Dakota
$755K – – –
PFA
1522
Paradigm Financial Advisors
Missouri
$755K +$23.9K +242 +2%
JIC
1523
Joel Isaacson & Co
New York
$752K -$207K -2,097 -17%
CCM
1524
Chilton Capital Management
Texas
$752K -$49.5K -501 -5%
MCA
1525
Magnolia Capital Advisors
Mississippi
$752K +$11K +111 +1%
59 60
61
62 63