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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1651
Plancorp LLC
Missouri
$965K +$12.5K +165 +1%
COCM
1652
Charter Oak Capital Management
New Hampshire
$965K +$76.6K +1,007 +9%
AIL
1653
AGF Investments LLC
Ontario, Canada
$965K +$589K +7,742 +152%
GJIC
1654
Gamble Jones Investment Counsel
California
$961K -$68.4K -900 -7%
KC
1655
Knuff & Co
California
$959K -$5.7K -75 -0.6%
PFS
1656
Physicians Financial Services
North Carolina
$959K +$7.61K +100 +0.8%
HJGA
1657
Hardman Johnston Global Advisors
Connecticut
$958K
AO
1658
Advisor OS
Illinois
$957K +$48.2K +634 +5%
AWM
1659
Absher Wealth Management
North Carolina
$956K +$193K +2,542 +25%
HI
1660
HBK Investments
Texas
$953K -$1.34M -17,624 -58%
NAM
1661
NorthCoast Asset Management
Connecticut
$953K
WMA
1662
Wealth Management Associates
New Jersey
$952K +$14.8K +195 +2%
BFA
1663
Beacon Financial Advisory
Ohio
$952K -$5.4K -71 -0.6%
YIA
1664
YHB Investment Advisors
Connecticut
$946K -$54.8K -720 -5%
GFPC
1665
Global Financial Private Client
Florida
$945K +$35.5K +467 +4%
AI
1666
Accredited Investors
Minnesota
$945K +$532 +7 +0.1%
V
1667
VeraBank
Texas
$944K +$43.7K +575 +5%
CS
1668
Cannell & Spears
New York
$943K -$22.8K -300 -2%
GFS
1669
GYL Financial Synergies
Connecticut
$939K -$1.14K -15 -0.1%
LFM
1670
Lumina Fund Management
New York
$939K
LFA
1671
Legacy Financial Advisors
Kentucky
$939K +$44K +579 +5%
SWM
1672
Segment Wealth Management
Texas
$938K -$15.1K -198 -2%
CWAG
1673
Compton Wealth Advisory Group
Virginia
$933K +$2.21K +29 +0.2%
WFM
1674
Wolff Financial Management
Michigan
$932K +$944K +12,414 New
FMTCOCP
1675
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$931K