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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1926
Deseret Mutual Benefit Administrators
Utah
$752K -$135K -337 -15%
TC
1927
Toews Corporation
New Jersey
$752K +$763K +1,900 New
CC
1928
Cadinha & Co
Hawaii
$750K – – –
EGA
1929
E&G Advisors
Texas
$749K +$40.1K +100 +6%
BFS
1930
Baskin Financial Services
Ontario, Canada
$749K – – –
SGCA
1931
Steel Grove Capital Advisors
Tennessee
$747K -$3.21K -8 -0.4%
SC
1932
Solstein Capital
California
$745K – – –
VEA
1933
Virtus ETF Advisers
New York
$744K -$72.3K -180 -9%
CC
1934
Corton Capital
Ontario, Canada
$744K +$755K +1,880 New
LCM
1935
Lazari Capital Management
California
$743K – – –
JWWM
1936
Johnson & White Wealth Management
Pennsylvania
$741K – – –
PWA
1937
Physician Wealth Advisors
Utah
$737K -$15.3K -38 -2%
CAMV
1938
Concord Asset Management (Virginia)
Virginia
$736K +$224K +559 +43%
GAG
1939
GM Advisory Group
New York
$734K +$98.7K +246 +15%
GFS
1940
GYL Financial Synergies
Connecticut
$733K +$89.1K +222 +14%
AIC
1941
Argus Investors Counsel
New York
$733K -$10.4K -26 -1%
WT
1942
Washington Trust
Rhode Island
$727K – – –
RPWA
1943
Regent Peak Wealth Advisors
Georgia
$727K +$19.3K +48 +3%
GAM
1944
Gould Asset Management
California
$726K – – –
FNBOH
1945
First National Bank of Hutchinson
Kansas
$726K +$18.1K +45 +3%
TFP
1946
Tilia Fiduciary Partners
North Carolina
$725K -$16.1K -40 -2%
VBCG
1947
Valley Brook Capital Group
Pennsylvania
$725K – – –
SIC
1948
Sterling Investment Counsel
New York
$724K -$6.02K -15 -0.8%
NQWM
1949
Northwest Quadrant Wealth Management
Oregon
$723K +$1.2K +3 +0.2%
CT
1950
Cambridge Trust
Massachusetts
$722K -$23.3K -58 -3%