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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1001
Sepio Capital
Utah
$193K +$7.68K +565 +4%
FF
1002
FourThought Financial
Florida
$193K +$12.2K +894 +7%
FCB
1003
First Command Bank
Texas
$192K – – –
FCFS
1004
First Command Financial Services
Texas
$192K – – –
MCM
1005
Maple Capital Management
Vermont
$192K – – –
CAG
1006
Crestwood Advisors Group
Massachusetts
$191K +$29.9K +2,200 +20%
SW
1007
SVB Wealth
Massachusetts
$191K +$184K +13,512 New
CA
1008
Continuum Advisory
Idaho
$190K +$16.7K +1,227 +10%
EI
1009
Ethic Inc
New York
$188K -$43.8K -3,222 -19%
T
1010
TOBAM
France
$188K – – –
RIG
1011
Roosevelt Investment Group
New York
$186K +$179K +13,143 New
TVAMP
1012
Tennessee Valley Asset Management Partners
Tennessee
$185K -$35.7K -2,622 -17%
TA
1013
TruWealth Advisors
Louisiana
$185K -$4.08K -300 -2%
CPSAC
1014
Chas P. Smith & Associates (CPS)
Florida
$185K – – –
DWT
1015
Dorsey & Whitney Trust
South Dakota
$185K – – –
MMHP
1016
Murphy Middleton Hinkle & Parker
Georgia
$185K – – –
BCAM
1017
Boston Common Asset Management
Massachusetts
$185K +$1.2K +88 +0.7%
H
1018
HoyleCohen
California
$184K -$326 -24 -0.2%
GI
1019
GAMCO Investors
Connecticut
$184K – – –
MWM
1020
Mattern Wealth Management
Kansas
$184K +$1.09K +80 +0.6%
GWM
1021
Gray Wealth Management
Maine
$184K +$25K +1,841 +17%
WAS
1022
Winch Advisory Services
Wisconsin
$183K – – –
VFPI
1023
Vantage Financial Partners (Illinois)
Illinois
$183K +$175K +12,900 New
SDWMA
1024
Schneider Downs Wealth Management Advisors
Pennsylvania
$183K +$176K +12,921 New
NPF
1025
Norris Perne & French
Michigan
$182K – – –