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Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
551
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$371K -$140 -1 -0%
CTC
552
Central Trust Company
Missouri
$370K -$24.7K -176 -7%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$368K +$42.3K +302 +14%
TBA
554
Tower Bridge Advisors
Pennsylvania
$364K – – –
CNBT
555
Canandaigua National Bank & Trust
New York
$359K – – –
CSB
556
City State Bank
Iowa
$357K – – –
QIM
557
Quantitative Investment Management
Virginia
$356K +$325K +2,320 New
Cetera Investment Advisers
558
Cetera Investment Advisers
Illinois
$356K -$97K -692 -23%
MOS
559
MGO One Seven
Ohio
$355K -$5.04K -36 -2%
DI
560
Diligent Investors
California
$355K – – –
CCA
561
Cobblestone Capital Advisors
New York
$353K -$10.4K -74 -3%
BFA
562
Bill Few Associates
Pennsylvania
$353K -$4.9K -35 -2%
KIA
563
KCM Investment Advisors
California
$352K -$240K -1,711 -43%
WI
564
Wahed Invest
New York
$352K +$15.3K +109 +5%
AA
565
Ancora Advisors
Ohio
$351K -$17.8K -127 -5%
THWM
566
Taylor Hoffman Wealth Management
Virginia
$351K – – –
HIC
567
Holderness Investments Company
North Carolina
$351K +$18.8K +134 +6%
STA
568
Summit Trail Advisors
New York
$350K -$1.82K -13 -0.6%
OIA
569
OneDigital Investment Advisors
Kansas
$349K +$86.4K +617 +37%
CWM
570
Curi Wealth Management
North Carolina
$346K +$560 +4 +0.2%
PA
571
Parallel Advisors
California
$346K -$13.2K -94 -4%
KWM
572
Keebeck Wealth Management
Illinois
$344K – – –
BSW
573
Buckingham Strategic Wealth
Missouri
$343K +$1.96K +14 +0.6%
Luther King Capital Management (LKCM)
574
Luther King Capital Management (LKCM)
Texas
$343K -$45.8K -327 -13%
MJP
575
Michael J. Puzo
$338K -$80.6K -575 -21%