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Name Holding Trade Value Shares
Change
Change in
Stake
Cullen/Frost Bankers
726
Cullen/Frost Bankers
Texas
$748K +$54.2K +279 +8%
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$741K -$194 -1 -0%
FHB
728
First Hawaiian Bank
Hawaii
$741K +$2.14K +11 +0.3%
VBCG
729
Valley Brook Capital Group
Pennsylvania
$740K -$40.8K -210 -5%
Cassaday & Co Wealth Management
730
Cassaday & Co Wealth Management
Virginia
$739K +$45.5K +234 +6%
VFIC
731
Valley Forge Investment Consultants
Pennsylvania
$738K – – –
DI
732
Diligent Investors
California
$738K – – –
NC
733
Napatree Capital
Rhode Island
$736K -$6.22K -32 -0.8%
DA
734
Dillon & Associates
Michigan
$736K -$29.7K -153 -4%
NAMP
735
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$729K – – –
PWG
736
Portside Wealth Group
Utah
$728K -$11.3K -58 -2%
Raymond James Trust
737
Raymond James Trust
Florida
$726K -$26.2K -135 -3%
First Command Advisory Services
738
First Command Advisory Services
Texas
$724K – – –
SCI
739
Silver Coast Investments
United States
$723K +$157K +809 +27%
FTC
740
Farmers Trust Company
Ohio
$722K -$778 -4 -0.1%
CWA Asset Management Group
741
CWA Asset Management Group
Florida
$719K +$729K +3,749 New
RGF
742
Retirement Guys Formula
Ohio
$716K +$62.4K +321 +9%
TRIA
743
Trail Ridge Investment Advisors
Colorado
$714K – – –
Ritholtz Wealth Management
744
Ritholtz Wealth Management
New York
$713K -$1.55K -8 -0.2%
WCM
745
Weik Capital Management
Pennsylvania
$708K -$9.72K -50 -1%
HM Payson & Co
746
HM Payson & Co
Maine
$708K +$583 +3 +0.1%
OneDigital Investment Advisors
747
OneDigital Investment Advisors
Kansas
$707K +$67.8K +349 +10%
HIC
748
Harvey Investment Company
Kentucky
$705K -$117K -600 -14%
UH
749
Unigestion Holding
Switzerland
$702K +$90.8K +467 +15%
CSC
750
Caldwell Sutter Capital
California
$697K +$523K +2,691 +286%