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Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1076
Keystone Financial Group (Kentucky)
Kentucky
$465K -$32.8K -130 -7%
SCM
1077
Stevens Capital Management
Pennsylvania
$464K +$461K +1,829 New
MJP
1078
Michael J. Puzo
$463K – – –
CWM
1079
Connecticut Wealth Management
Connecticut
$460K -$43.1K -171 -9%
MMPW
1080
Mitchell McLeod Pugh & Williams
Alabama
$459K -$22.7K -90 -5%
RF
1081
Rossby Financial
Florida
$458K -$27.2K -108 -5%
BFA
1082
Beaumont Financial Advisors
Massachusetts
$458K -$79.4K -315 -15%
VWM
1083
Venturi Wealth Management
Texas
$455K -$372K -1,474 -45%
GLF
1084
Groupe la Francaise
France
$455K – – –
LIM
1085
Loudon Investment Management
New Hampshire
$453K – – –
SP
1086
Stonebrook Private
Michigan
$452K +$97.6K +387 +28%
SB
1087
Simmons Bank
Arkansas
$447K -$1.51K -6 -0.3%
MA
1088
MJP Associates
Connecticut
$446K -$33.5K -133 -7%
TBNY
1089
Trustco Bank (New York)
New York
$446K – – –
VWM
1090
Vermillion Wealth Management
Minnesota
$444K +$252 +1 +0.1%
KCIC
1091
Kuhn & Co Investment Counsel
Illinois
$444K – – –
HC
1092
Hamilton Capital
Ohio
$441K +$125K +494 +40%
LCM
1093
Logan Capital Management
Pennsylvania
$440K – – –
CAMG
1094
CWA Asset Management Group
Florida
$435K -$19.7K -78 -4%
HIS
1095
Harvest Investment Services
Illinois
$430K -$13.6K -54 -3%
TAM
1096
Tocqueville Asset Management
New York
$430K +$58K +230 +16%
EWM
1097
Echo Wealth Management
Minnesota
$427K +$63K +250 +17%
LRIC
1098
Long Road Investment Counsel
Michigan
$426K – – –
SWM
1099
Segment Wealth Management
Texas
$424K -$13.9K -55 -3%
WAP
1100
Wealthcare Advisory Partners
Pennsylvania
$423K +$121K +480 +40%