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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1701
Alpha Omega Wealth Management
Virginia
$757K +$435 +7 +0.1%
JWM
1702
JGP Wealth Management
Oregon
$756K -$64.2K -1,033 -7%
MAG
1703
Mayfair Advisory Group
Alabama
$756K – – –
HIA
1704
Harbor Investment Advisory
Maryland
$756K +$98.6K +1,586 +13%
FHB
1705
First Hawaiian Bank
Hawaii
$755K -$59.6K -959 -7%
CCA
1706
Childress Capital Advisors
Texas
$754K -$14.3K -230 -2%
WFG
1707
Wills Financial Group
Virginia
$747K -$1.43K -23 -0.2%
TCOO
1708
Trust Company of Oklahoma
Oklahoma
$745K – – –
BIM
1709
Baldwin Investment Management
Pennsylvania
$745K -$2.24K -36 -0.3%
ACM
1710
Armbruster Capital Management
New York
$745K – – –
RZH
1711
Relyea Zuckerberg Hanson
Connecticut
$745K +$45.2K +728 +6%
GA
1712
Greenspring Advisors
Maryland
$741K – – –
CRI
1713
Colonial River Investments
Virginia
$739K +$20K +322 +3%
NI
1714
NFC Investments
Tennessee
$737K – – –
GC
1715
Gilbert & Cook
Iowa
$737K +$22.7K +365 +3%
CIM
1716
Corbyn Investment Management
Maryland
$736K – – –
WAM
1717
Weinberger Asset Management
California
$736K +$5.59K +90 +0.7%
HRC
1718
Hoertkorn Richard Charles
$735K -$17.1K -275 -2%
DFA
1719
Delta Financial Advisors
Louisiana
$734K -$14K -226 -2%
BFG
1720
Berger Financial Group
Minnesota
$734K +$13.1K +211 +2%
GWM
1721
GDS Wealth Management
Texas
$734K +$46.8K +753 +6%
BP
1722
BBR Partners
New York
$732K -$507K -8,152 -38%
EIM
1723
Essex Investment Management
Massachusetts
$732K -$24K -386 -3%
ATWA
1724
Arbor Trust Wealth Advisors
Michigan
$732K -$20.4K -328 -2%
RMCM
1725
Reynders McVeigh Capital Management
Massachusetts
$731K -$283K -4,556 -26%
67 68
69
70 71