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Name Holding Trade Value Shares
Change
Change in
Stake
BSA
951
Bull Street Advisors
Georgia
$313K – – –
9WM
952
9258 Wealth Management
Ohio
$313K +$77.5K +1,295 +36%
FAIM
953
Financial Advocates Investment Management
Washington
$310K +$53.2K +889 +23%
EIA
954
Edgemoor Investment Advisors
Maryland
$307K – – –
TCOV
955
Trust Company of Vermont
Vermont
$306K -$21.5K -360 -7%
RG
956
Rikoon Group
New Mexico
$306K +$60 +1 +0%
LCP
957
Legacy Capital Partners
Wisconsin
$305K +$285K +4,770 New
MPAM
958
Murphy Pohlad Asset Management
Minnesota
$303K – – –
Orion Portfolio Solutions
959
Orion Portfolio Solutions
Nebraska
$302K +$41.5K +693 +17%
NDSI
960
Newman Dignan & Sheerar Inc
Rhode Island
$302K +$283K +4,724 New
First National Bank of Omaha
961
First National Bank of Omaha
Nebraska
$300K -$205K -3,424 -42%
TAM
962
Townsend Asset Management
North Carolina
$300K +$6.7K +112 +2%
AWM
963
Altavista Wealth Management
North Carolina
$299K -$5.09K -85 -2%
FTC
964
Farmers Trust Company
Ohio
$298K -$7.3K -122 -3%
Vaughan David Investments
965
Vaughan David Investments
Illinois
$298K +$1.38K +23 +0.5%
Coldstream Capital Management
966
Coldstream Capital Management
Washington
$298K +$11.7K +196 +4%
CFN
967
Cordasco Financial Network
Florida
$297K +$7.48K +125 +3%
HR
968
Hayden Royal
North Carolina
$296K -$29.4K -492 -10%
SBSB
969
Sullivan, Bruyette, Speros & Blaney
Virginia
$296K +$52.1K +871 +23%
BCA
970
Bay Colony Advisors
Massachusetts
$296K +$277K +4,634 New
PWPS
971
Pinnacle Wealth Planning Services
Ohio
$295K +$141K +2,348 +104%
SA
972
Strategic Advisors
New York
$294K -$125K -2,092 -31%
OneDigital Investment Advisors
973
OneDigital Investment Advisors
Kansas
$294K -$78.5K -1,311 -22%
JMFC
974
J.M. Forbes & Co
Massachusetts
$294K -$299 -5 -0.1%
RFM
975
Royal Fund Management
Florida
$294K +$24.7K +412 +10%