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Name Holding Trade Value Shares
Change
Change in
Stake
BONST
1926
Bank of Nova Scotia Trust
Ontario, Canada
$338K -$35.9K -738 -9%
IWA
1927
Intercontinental Wealth Advisors
Texas
$337K – – –
RIS
1928
Retirement Income Solutions
Michigan
$336K -$101K -2,075 -23%
CYG
1929
Clean Yield Group
Vermont
$336K -$38.4K -790 -10%
AEPG
1930
American Economic Planning Group
New Jersey
$336K -$681 -14 -0.2%
SFFS
1931
Stonehage Fleming Financial Services
Jersey
$336K – – –
LFA
1932
Landmark Financial Advisors
Kentucky
$334K +$9.73K +200 +3%
SGK
1933
Steigerwald Gordon & Koch
Virginia
$332K +$1.9K +39 +0.6%
ML
1934
McAdam LLC
Pennsylvania
$332K +$87.2K +1,791 +35%
SFG
1935
Sather Financial Group
Texas
$331K -$164K -3,378 -33%
BPCE
1936
Bank Pictet & Cie (Europe)
Germany
$331K -$14.6K -300 -4%
NB
1937
Northwest Bancshares
Pennsylvania
$331K -$1.22K -25 -0.4%
FGAM
1938
Financial Gravity Asset Management
Texas
$331K +$17.1K +352 +5%
JAM
1939
Jolley Asset Management
North Carolina
$328K – – –
BHB
1940
Bank Hapoalim BM
Israel
$327K +$1.46K +30 +0.4%
FBFS
1941
First Business Financial Services
Wisconsin
$327K +$97.8K +2,010 +41%
AA
1942
Apriem Advisors
California
$325K -$93.6K -1,923 -22%
PHS
1943
Pekin Hardy Strauss
Illinois
$325K – – –
MLFP
1944
MPS Loria Financial Planners
Illinois
$325K +$1.26K +26 +0.4%
CC
1945
Cognios Capital
Kansas
$322K -$1.26M -25,798 -79%
BHC
1946
Bowen Hanes & Co
Florida
$321K – – –
ACS
1947
Archford Capital Strategies
Illinois
$310K -$542K -11,142 -63%
MFW
1948
Meristem Family Wealth
Minnesota
$310K – – –
ADMI
1949
Albert D. Mason Inc
Massachusetts
$309K -$149K -3,072 -32%
JCP
1950
Jabre Capital Partners
Switzerland
$307K -$24.3K -500 -7%