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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
601
San Francisco Sentry Investment Group
California
$210K +$215K +4,348 New
ECM
602
Elgethun Capital Management
South Dakota
$210K +$215K +4,355 New
CFA
603
CT Financial Advisors
Pennsylvania
$208K +$39.5K +800 +23%
OC
604
Oakworth Capital
Alabama
$208K -$6.37K -129 -3%
IB
605
Intrust Bank
Kansas
$206K -$144K -2,910 -41%
HA
606
Hamel Associates
New Jersey
$205K
GA
607
GFS Advisors
Texas
$204K
TBNY
608
Trustco Bank (New York)
New York
$204K
MCM
609
Murphy Capital Management
New Jersey
$204K +$209K +4,240 New
GA
610
Geneva Advisors
Illinois
$203K -$12.2K -246 -6%
Chevy Chase Trust
611
Chevy Chase Trust
Maryland
$201K -$36.4K -736 -15%
IC
612
Intersect Capital
California
$201K
MWM
613
Mascoma Wealth Management
New Hampshire
$195K +$200K +4,046 New
BC
614
Bartlett & Co
Ohio
$193K -$10.9K -220 -5%
WA
615
WFG Advisors
Texas
$193K +$15.6K +315 +9%
WTC
616
WhitTier Trust Company
Nevada
$192K -$39.5K -800 -17%
BL
617
Balentine LLC
Georgia
$188K -$408K -8,252 -68%
IWM
618
IHT Wealth Management
Illinois
$188K +$192K +3,880 New
CGT
619
Capital Guardian Trust
California
$183K +$7.01K +142 +4%
FCM
620
Forester Capital Management
Illinois
$178K
SGAM
621
Smith Group Asset Management
Texas
$175K -$3.95K -80 -2%
RWA
622
Ropes Wealth Advisors
Massachusetts
$169K
JWA
623
JFS Wealth Advisors
Pennsylvania
$167K -$71.9K -1,455 -30%
IWC
624
Integrated Wealth Counsel
California
$162K
ECM
625
Estabrook Capital Management
New York
$158K