Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
1151
Thurston Springer Miller Herd & Titak
Indiana
$456K +$23.6K +1,080 +6%
IWA
1152
IVC Wealth Advisors
Pennsylvania
$456K +$59.5K +2,720 +16%
QFA
1153
Quattro Financial Advisors
Texas
$454K – – –
LC
1154
LCNB Corp
Ohio
$454K -$32.3K -1,477 -7%
CAAS
1155
Capital Asset Advisory Services
Michigan
$453K -$1.7M -77,883 -79%
JWM
1156
Jeppson Wealth Management
California
$451K +$87.3K +3,990 +25%
BPC
1157
Banque Pictet & Cie
Switzerland
$451K +$437K +19,957 New
VCP
1158
Vista Capital Partners
Oregon
$450K -$18.8K -861 -4%
HWM
1159
Hohimer Wealth Management
Washington
$449K +$120K +5,500 +39%
SWK
1160
Stephen W. Kidder
$448K -$21.9K -1,000 -5%
SCM
1161
Sterling Capital Management
North Carolina
$448K +$16.7K +762 +4%
SJIM
1162
St. Johns Investment Management
Florida
$447K -$175K -8,018 -29%
FB
1163
Fulton Bank
Pennsylvania
$446K -$366K -16,722 -46%
PA
1164
Procyon Advisors
Connecticut
$444K -$80.4K -3,673 -16%
LA
1165
Lynch & Associates
Indiana
$444K -$74.4K -3,400 -15%
TCA
1166
Transcend Capital Advisors
New Jersey
$444K +$14.1K +645 +3%
CT
1167
Caldwell Trust
Florida
$443K -$165K -7,538 -28%
PCM
1168
Parsons Capital Management
Rhode Island
$441K -$70.3K -3,212 -14%
PGA
1169
Portland Global Advisors
Maine
$441K – – –
ACL
1170
Applied Capital LLC
Florida
$440K -$4.92K -225 -1%
HIP
1171
HUB Investment Partners
Texas
$439K -$100K -4,580 -19%
IIC
1172
Ironwood Investment Counsel
Arizona
$437K +$78.2K +3,575 +23%
SLI
1173
Sumitomo Life Insurance
Japan
$436K -$4.29K -196 -1%
CSI
1174
Clark & Stuart Inc
Maine
$435K -$547 -25 -0.1%
MFA
1175
Mayflower Financial Advisors
Massachusetts
$434K +$88 +4 +0%