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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1201
Keebeck Wealth Management
Illinois
$1.25M – – –
KNW
1202
Kesler Norman & Wride
Utah
$1.24M -$606K -4,050 -35%
FBB
1203
Fulton Breakefield Broenniman
Maryland
$1.24M +$193K +1,287 +20%
JCM
1204
Janney Capital Management
Pennsylvania
$1.24M +$759K +5,071 +195%
Harel Insurance Investments & Financial Services
1205
Harel Insurance Investments & Financial Services
Israel
$1.23M -$288K -1,924 -46%
AWM
1206
Aries Wealth Management
Maine
$1.23M – – –
BWM
1207
Buckley Wealth Management
Nevada
$1.23M -$11.8K -79 -1%
NCM
1208
Neumann Capital Management
California
$1.23M – – –
CPO
1209
Cerity Partners OCIO
New York
$1.23M +$57K +381 +5%
LBC
1210
Lawrence B. Cohen
$1.22M -$49.8K -333 -4%
P
1211
Pitcairn
Pennsylvania
$1.22M +$21K +140 +2%
ANBT
1212
American National Bank & Trust
Texas
$1.22M +$247K +1,652 +28%
BOTW
1213
Bank of the West
California
$1.22M -$8.98K -60 -0.8%
DA
1214
Detalus Advisors
Missouri
$1.21M +$364K +2,430 +48%
SAM
1215
SignalPoint Asset Management
Missouri
$1.21M +$1.5K +10 +0.1%
NAM
1216
North American Management
Massachusetts
$1.21M – – –
DCM
1217
Davidson Capital Management
Texas
$1.21M +$1.12M +7,485 New
MSA
1218
Marino Stram & Associates
Massachusetts
$1.2M +$226K +1,508 +25%
TCA
1219
Transcend Capital Advisors
New Jersey
$1.2M +$53.7K +359 +5%
Trillium Asset Management
1220
Trillium Asset Management
Massachusetts
$1.2M +$218K +1,456 +24%
BEAM
1221
Baker Ellis Asset Management
Washington
$1.2M -$35.8K -239 -3%
BI
1222
Berkeley Inc
Idaho
$1.2M +$2.54K +17 +0.2%
FM
1223
Foster & Motley
Ohio
$1.2M – – –
AFS
1224
Axiom Financial Strategies
Indiana
$1.2M +$1.95K +13 +0.2%
NFG
1225
Next Financial Group
Texas
$1.19M +$397K +2,655 +56%