Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
1301
Carlton Hofferkamp & Jenks Wealth Management
Texas
$491K -$31.9K -217 -5%
Members Trust
1302
Members Trust
Florida
$489K -$1.18K -8 -0.2%
RCYC
1303
Richard C. Young & Co
Rhode Island
$486K +$1.62K +11 +0.3%
OHWA
1304
Oak Hill Wealth Advisors
Virginia
$485K -$5.73K -39 -1%
CAM
1305
Claret Asset Management
Quebec, Canada
$484K -$4.85K -33 -1%
PWMAG
1306
Pinnacle Wealth Management Advisory Group
New Jersey
$483K -$7.35K -50 -1%
EFG
1307
Everhart Financial Group
Ohio
$482K +$77.7K +529 +19%
AWM
1308
Aberdeen Wealth Management
Illinois
$481K -$9.7K -66 -2%
WA
1309
WealthTrust Axiom
Pennsylvania
$481K – – –
ONST
1310
Old North State Trust
North Carolina
$481K – – –
RCAG
1311
Rehmann Capital Advisory Group
Michigan
$481K +$12K +82 +3%
WA
1312
Wealth Alliance
New York
$479K +$56.3K +383 +13%
BFA
1313
Bill Few Associates
Pennsylvania
$478K -$2.35K -16 -0.5%
JIC
1314
Joel Isaacson & Co
New York
$478K – – –
YIM
1315
Yoffe Investment Management
Pennsylvania
$477K – – –
MMG
1316
Monetary Management Group
Missouri
$477K – – –
CA
1317
Crewe Advisors
Utah
$476K -$62.4K -425 -12%
OPTFSNA
1318
Old Point Trust & Financial Services N A
Virginia
$474K -$11K -75 -2%
BFC
1319
Bedel Financial Consulting
Indiana
$474K – – –
AT
1320
Avalon Trust
New Mexico
$472K +$2.5K +17 +0.5%
LMR Partners
1321
LMR Partners
United Kingdom
$472K +$186K +1,268 +65%
MPCG
1322
Matrix Private Capital Group
New York
$471K – – –
AIM
1323
Allen Investment Management
New York
$470K – – –
VCM
1324
Violich Capital Management
California
$469K – – –
SSW
1325
Smith Shellnut Wilson
Mississippi
$467K -$9.55K -65 -2%