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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
701
Dougherty Wealth Advisers
Minnesota
$54K
CB
702
CNB Bank
Pennsylvania
$53K
BBNA
703
Bremer Bank National Association
Minnesota
$53K +$47.2K +969 New
FMB
704
Field & Main Bank
Kentucky
$53K +$48.4K +994 New
1IA
705
1834 Investment Advisors
Wisconsin
$50K
FMTCOCP
706
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$46K
MMG
708
Monetary Management Group
Missouri
$46K
WPW
709
Winthrop Partners - WNY
New York
$43.6K
SLF
710
Sun Life Financial
Ontario, Canada
$42K -$26.9K -553 -41%
DBT
711
Dubuque Bank & Trust
Iowa
$42K
PFO
712
Pathstone Family Office
New Jersey
$42K +$38.6K +793 New
IFAM
713
Institutional & Family Asset Management
Colorado
$41K
CCA
714
Catalyst Capital Advisors
New York
$41K +$3.9K +80 +11%
CAL
715
Capital Analysts LLC
Pennsylvania
$41K +$38.6K +793 New
TL
716
TrueWealth LLC
Georgia
$40K
PCTC
717
Perkins Coie Trust Company
Washington
$40K +$6.97K +143 +23%
MFBTD
718
MB Financial Bank - Trust Department
Illinois
$37K
FCA
719
FinTrust Capital Advisors
South Carolina
$36K -$3.07K -63 -9%
APC
720
Aspire Private Capital
North Carolina
$35K +$27K +555 +514%
SIC
721
Salem Investment Counselors
North Carolina
$35K +$32.1K +658 New
BCM
722
Blume Capital Management
California
$34K
FCB
723
First Command Bank
Texas
$34K
FCFS
724
First Command Financial Services
Texas
$34K
PCMK
725
Paragon Capital Management (Kansas)
Kansas
$34K +$31.6K +649 New