Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
1226
Hanson & Doremus Investment Management
Vermont
$122K -$7.71K -146 -6%
DMBA
1227
Deseret Mutual Benefit Administrators
Utah
$121K +$10.9K +207 +10%
TH
1228
TCTC Holdings
Texas
$121K -$26.1K -495 -18%
PFG
1229
Peterson Financial Group
Iowa
$119K +$115K +2,171 New
PMFA
1230
Plante Moran Financial Advisors
Michigan
$118K -$5.28K -100 -4%
WWP
1231
WR Wealth Planners
Missouri
$115K -$4.54K -86 -4%
FPFS
1232
First Personal Financial Services
North Carolina
$113K – – –
CFO
1233
CVA Family Office
Colorado
$113K +$6.44K +122 +6%
EIM
1234
Essex Investment Management
Massachusetts
$112K – – –
CH
1235
Cromwell Holdings
Wyoming
$109K -$12.2K -232 -10%
AA
1236
Alta Advisers
United Kingdom
$109K – – –
PG
1237
Proffitt & Goodson
Tennessee
$109K – – –
FMB
1238
Field & Main Bank
Kentucky
$108K -$5.28K -100 -5%
BONH
1239
Bank of New Hampshire
New Hampshire
$108K – – –
BL
1240
BFSG LLC
California
$106K +$1.32K +25 +1%
CT
1241
Coastline Trust
Rhode Island
$105K +$101K +1,914 New
ZB
1242
Zions Bancorporation
Utah
$102K -$3.96K -75 -4%
LFG
1243
Larson Financial Group
Missouri
$102K +$46.2K +875 +89%
ICM
1244
Islay Capital Management
Texas
$98.9K – – –
C
1245
Covestor
United Kingdom
$96K +$12K +228 +15%
HNB
1246
Hilltop National Bank
Wyoming
$94.7K – – –
GJWM
1247
Gilliland Jeter Wealth Management
Arkansas
$92.8K – – –
CWM
1248
Compass Wealth Management
Connecticut
$92.2K – – –
JWA
1249
JFS Wealth Advisors
Pennsylvania
$91.6K +$50.9K +965 +136%
SNB
1250
Security National Bank
Nebraska
$88.6K – – –