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Name Holding Trade Value Shares
Change 		Change in
Stake
S
2501
Schroders
United Kingdom
$570K +$660K +1,903 New
MCM
2502
Magnolia Capital Management
New York
$569K – – –
SFS
2503
Security Financial Services
Indiana
$569K – – –
WCM
2504
Wedge Capital Management
North Carolina
$567K +$372K +1,073 +131%
APA
2505
Astoria Portfolio Advisors
New York
$566K +$308K +888 +89%
FC
2506
Financial Consulate
Maryland
$565K +$694 +2 +0.1%
MGWM
2507
Marks Group Wealth Management
Minnesota
$562K -$454K -1,310 -41%
HWMG
2508
Hurlow Wealth Management Group
Indiana
$562K -$69.4K -200 -10%
HDIM
2509
Hanson & Doremus Investment Management
Vermont
$562K +$375K +1,082 +136%
CCI
2510
Credit Capital Investments
New Jersey
$559K +$648K +1,868 New
SRC
2511
Sage Rhino Capital
California
$558K -$347 -1 -0.1%
CP
2512
Coho Partners
Pennsylvania
$558K – – –
RWRC
2513
R.W. Roge & Company
New York
$558K – – –
PWM
2514
Purus Wealth Management
California
$557K +$28.1K +81 +5%
CRCM
2515
Corbett Road Capital Management
Virginia
$557K +$117K +338 +22%
PWM
2516
PRW Wealth Management
Massachusetts
$555K +$76K +219 +13%
LWA
2517
Lenox Wealth Advisors
New York
$555K +$231K +665 +59%
VLKIM
2518
Van Lanschot Kempen Investment Management
Netherlands
$554K -$3.03M -8,747 -83%
SRC
2519
Shufro Rose & Co
New York
$554K +$27.4K +79 +4%
HGERS
2520
Householder Group Estate & Retirement Specialist
Arizona
$553K +$2.43K +7 +0.4%
KWA
2521
KCS Wealth Advisory
California
$552K -$2.77K -8 -0.4%
CIS
2522
Connors Investor Services
Pennsylvania
$550K -$1.39K -4 -0.2%
GG
2523
Gleason Group
Kentucky
$550K +$189K +546 +42%
WCP
2524
Wick Capital Partners
Pennsylvania
$548K -$14.9K -43 -2%
KWS
2525
Keystone Wealth Services
California
$548K -$347 -1 -0.1%
99 100
101
102 103