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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1676
Cape Cod Five Cents Savings Bank
Massachusetts
$798K -$70.5K -1,266 -9%
DFA
1677
Delta Financial Advisors
Louisiana
$798K -$13.2K -237 -2%
UWPG
1678
Ullmann Wealth Partners Group
Florida
$798K +$4.79K +86 +0.6%
MMG
1679
Monetary Management Group
Missouri
$798K +$103K +1,850 +16%
WFG
1680
Wills Financial Group
Virginia
$796K -$223 -4 -0%
MAG
1681
Mayfair Advisory Group
Alabama
$794K +$167 +3 +0%
MPIA
1682
Mountain Pacific Investment Advisers
Idaho
$793K +$22.3K +400 +3%
BWM
1683
BCS Wealth Management
Tennessee
$792K +$65.2K +1,171 +10%
AWM
1684
Altavista Wealth Management
North Carolina
$791K +$3.9K +70 +0.5%
SF
1685
Symphony Financial
Texas
$791K +$148K +2,655 +25%
MA
1686
MBA Advisors
Pennsylvania
$790K +$3.84K +69 +0.5%
TCOO
1687
Trust Company of Oklahoma
Oklahoma
$788K -$50.1K -900 -6%
DA
1688
Detalus Advisors
Missouri
$787K – – –
TA
1689
Tiedemann Advisors
New York
$787K +$5.46K +98 +0.7%
KMWM
1690
Keudell/Morrison Wealth Management
Oregon
$786K -$65.2K -1,170 -8%
GA
1691
Greenspring Advisors
Maryland
$784K +$737K +13,234 New
HTHT
1692
Hemenway Trust Hemenway Trust
New Hampshire
$783K -$81.9K -1,470 -10%
CC
1693
Constitution Capital
Connecticut
$780K -$11.1K -200 -1%
NI
1694
NFC Investments
Tennessee
$779K – – –
EPWM
1695
Essex Private Wealth Management
Massachusetts
$779K +$613 +11 +0.1%
TAIM
1696
TD Ameritrade Investment Management
Nebraska
$777K -$25.9K -465 -3%
EI
1697
Ethic Inc
New York
$777K +$92.1K +1,654 +14%
FNBTCON
1698
First National Bank & Trust Co of Newtown
Pennsylvania
$776K +$6.96K +125 +1%
SW
1699
SkyOak Wealth
Michigan
$774K +$25.8K +464 +4%
CPWA
1700
Cerro Pacific Wealth Advisors
California
$773K +$52.7K +947 +8%
66 67
68
69 70