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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1001
TrueWealth Advisors
Alabama
$310K +$27.1K +514 +10%
ESB
1002
Essex Savings Bank
Connecticut
$309K – – –
SAM
1003
Shell Asset Management
Netherlands
$308K +$298K +5,636 New
TCA
1004
Transcend Capital Advisors
New Jersey
$308K -$15K -285 -5%
NFA
1005
Northern Financial Advisors
Michigan
$308K -$304K -5,752 -51%
ISB
1006
Iowa State Bank
Iowa
$307K -$1.78M -33,644 -86%
JE
1007
JMAC Enterprises
Pennsylvania
$307K -$21K -397 -7%
BFA
1008
Bill Few Associates
Pennsylvania
$306K +$55.9K +1,059 +23%
FCG
1009
Fielder Capital Group
Tennessee
$305K -$15.7K -297 -5%
MSAM
1010
Moloney Securities Asset Management
Missouri
$305K -$30.3K -574 -9%
Brooklyn Investment Group
1011
Brooklyn Investment Group
New York
$303K +$28.6K +542 +11%
BFC
1012
Bedel Financial Consulting
Indiana
$303K -$633 -12 -0.2%
CPBTD
1013
Central Pacific Bank - Trust Division
Hawaii
$303K +$58.6K +1,111 +25%
Avantax Planning Partners
1014
Avantax Planning Partners
Iowa
$303K -$4.28K -81 -1%
AA
1015
Argent Advisors
Louisiana
$302K – – –
MIC
1016
Meridian Investment Counsel
California
$302K -$21.1K -400 -7%
CWA
1017
Centennial Wealth Advisory
Michigan
$301K -$106 -2 -0%
RDWM
1018
Red Door Wealth Management
Tennessee
$301K +$21.8K +413 +8%
Sageworth Trust
1019
Sageworth Trust
Pennsylvania
$300K +$290K +5,500 New
NWM
1020
Northcape Wealth Management
New York
$299K +$53 +1 +0%
UBV
1021
United Bank (Virginia)
Virginia
$299K +$23.8K +450 +9%
CAM
1022
Cozad Asset Management
Illinois
$298K -$11.9K -226 -4%
BCP
1023
Blackhawk Capital Partners
Wisconsin
$297K +$287K +5,439 New
SRC
1024
Shufro Rose & Co
New York
$296K – – –
NS
1025
NBC Securities
Alabama
$296K +$792 +15 +0.3%