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Name Holding Trade Value Shares
Change
Change in
Stake
FM
1151
Foster & Motley
Ohio
$786K -$480K -3,645 -35%
CIM
1152
CIM Investment Management
Pennsylvania
$785K -$28.4K -216 -3%
GP
1153
Girard Partners
Pennsylvania
$784K -$45.5K -346 -5%
MC
1154
Martin & Co
Tennessee
$784K -$1.71K -13 -0.2%
TNB
1155
TCF National Bank
South Dakota
$782K -$287K -2,183 -24%
AFA
1156
Arlington Financial Advisors
California
$782K +$901K +6,849 New
CBTWT
1157
Community Bank & Trust (Waco, Texas)
Texas
$778K -$12.1K -92 -1%
WA
1158
Winfield Associates
Ohio
$775K +$47.2K +359 +6%
SIM
1159
Stratos Investment Management
Ohio
$775K +$893K +6,788 New
BCM
1160
Beddow Capital Management
Wyoming
$772K +$16.4K +125 +2%
FAM
1161
Formidable Asset Management
Ohio
$769K -$53.4K -406 -6%
WSTAM
1162
Wilbanks Smith & Thomas Asset Management
Virginia
$764K -$81.7K -621 -8%
PMG
1163
ProVise Management Group
Florida
$764K +$880K +6,689 New
LFS
1164
Legacy Financial Strategies
Kansas
$760K +$191K +1,450 +28%
JIP
1165
Jaffetilchin Investment Partners
Florida
$758K +$165K +1,258 +23%
LPT
1166
Legacy Private Trust
Wisconsin
$752K -$27.2K -207 -3%
SC
1167
Sawyer & Company
Massachusetts
$752K
GIA
1168
Guyasuta Investment Advisors
Pennsylvania
$750K +$78.7K +598 +10%
WI
1169
Wedgewood Investors
Pennsylvania
$748K -$9.47K -72 -1%
WA
1170
Wealth Architects
California
$747K -$182K -1,383 -17%
IAIM
1171
International Assets Investment Management
Florida
$746K +$860K +6,535 New
BFA
1172
Beaumont Financial Advisors
Massachusetts
$745K +$11.1K +84 +1%
WIP
1173
Wellesley Investment Partners
Massachusetts
$743K +$559K +4,247 +187%
AUB
1174
Atlantic Union Bankshares
Virginia
$742K -$2.76M -20,975 -76%
CNBTD
1175
Citizens National Bank Trust Department
Mississippi
$740K +$854K +6,488 New