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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1126
Clean Yield Group
Vermont
$167K – – –
CIS
1127
Custom Index Systems
New York
$166K +$179K +947 New
FC
1128
Financial Consulate
Maryland
$161K +$1.7K +9 +1%
SDIC
1129
South Dakota Investment Council
South Dakota
$158K – – –
BF
1130
BOK Financial
Oklahoma
$158K +$5.66K +30 +3%
AF
1131
Advisornet Financial
Minnesota
$149K -$40.5K -215 -20%
VEA
1132
Virtus ETF Advisers
New York
$148K -$5.47K -29 -3%
HDIM
1133
Hanson & Doremus Investment Management
Vermont
$147K -$4.9K -26 -3%
MCM
1134
MV Capital Management
Maryland
$146K -$2.64K -14 -2%
ETS
1135
ESL Trust Services
New York
$144K – – –
CF
1136
Centaurus Financial
California
$141K -$12.8K -68 -8%
CCM
1137
Copeland Capital Management
Pennsylvania
$140K +$151K +800 New
PS
1138
Planning Strategies
Pennsylvania
$140K +$150K +796 New
CAM
1139
Costello Asset Management
Pennsylvania
$136K +$1.13K +6 +0.8%
CFD
1140
Creative Financial Designs
Indiana
$134K -$943 -5 -0.7%
PCFFS
1141
Pacific Center for Financial Services
California
$131K – – –
JFA
1142
JNBA Financial Advisors
Minnesota
$128K – – –
SWP
1143
Strategic Wealth Partners
Ohio
$128K -$42.4K -225 -24%
ECM
1144
Elgethun Capital Management
South Dakota
$127K +$3.39K +18 +3%
OPTFSNA
1145
Old Point Trust & Financial Services N A
Virginia
$127K -$7.54K -40 -5%
CSP
1146
Cary Street Partners
Virginia
$126K +$1.32K +7 +1%
TIAA Trust, National Association
1147
TIAA Trust, National Association
North Carolina
$126K +$136K +719 New
GSWM
1148
Golden State Wealth Management
California
$125K +$189 +1 +0.1%
SAM
1149
Smartleaf Asset Management
Massachusetts
$124K – – –
FGA
1150
Fortis Group Advisors
New Jersey
$123K – – –