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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1001
Confluence Wealth Services
Pennsylvania
$625K +$90.8K +1,057 +15%
NHC
1002
Nicholas Hoffman & Company
Georgia
$623K -$33.9K -395 -5%
RWPA
1003
Richard W. Paul & Associates
Michigan
$621K +$486K +5,657 +249%
CB
1004
CNB Bank
Pennsylvania
$617K +$1.54K +18 +0.2%
VT
1005
Vise Technologies
New York
$616K -$381K -4,439 -36%
AB
1006
Atlas Brown
Kentucky
$613K -$33.3K -388 -5%
B
1007
Bailard
California
$611K +$136K +1,584 +25%
S
1008
SignatureFD
Georgia
$611K +$30.1K +351 +5%
WOC
1009
West Oak Capital
California
$610K -$13.3K -155 -2%
LFAS
1010
Level Four Advisory Services
Texas
$610K -$124K -1,440 -16%
PBK
1011
Peoples Bank (Kansas)
Kansas
$609K +$668K +7,784 New
ACA
1012
Atlas Capital Advisors
Wyoming
$609K
EPFB
1013
Employees Provident Fund Board
Malaysia
$609K
TFS
1014
Thoroughbred Financial Services
Tennessee
$607K +$451K +5,248 +209%
SLI
1015
Sumitomo Life Insurance
Japan
$605K -$21K -245 -3%
FAIM
1016
Financial Advocates Investment Management
Washington
$603K +$54.4K +634 +9%
ESB
1017
Essex Savings Bank
Connecticut
$600K +$15.2K +177 +2%
NCM
1018
Neumann Capital Management
California
$598K
WT
1019
Washington Trust
Rhode Island
$596K -$7.64K -89 -1%
MC
1020
Machina Capital
France
$594K +$651K +7,586 New
HWA
1021
Heartwood Wealth Advisors
Virginia
$591K +$648K +7,547 New
AFM
1022
Abbot Financial Management
Massachusetts
$589K -$132K -1,535 -17%
VCS
1023
Vaughan & Co Securities
New Jersey
$588K -$86 -1 -0%
DSC
1024
Duncker Streett & Co
Missouri
$587K -$159K -1,848 -20%
YIA
1025
YHB Investment Advisors
Connecticut
$585K -$19.4K -226 -3%