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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1001
Buckingham Strategic Wealth
Missouri
$711K +$2.25K +28 +0.3%
CB
1002
CNB Bank
Pennsylvania
$709K -$192K -2,396 -22%
RCAG
1003
Rehmann Capital Advisory Group
Michigan
$708K -$3.69K -46 -0.5%
SFSIG
1004
San Francisco Sentry Investment Group
California
$707K +$104K +1,290 +18%
AOWM
1005
Alpha Omega Wealth Management
Virginia
$705K -$29.3K -365 -4%
JFA
1006
JNBA Financial Advisors
Minnesota
$705K +$363K +4,524 +119%
KFGK
1007
Keystone Financial Group (Kentucky)
Kentucky
$704K +$40.6K +505 +6%
FIM
1008
Frontier Investment Management
Texas
$701K +$9.96K +124 +2%
BMM
1009
Buffington Mohr McNeal
Idaho
$700K -$60.2K -750 -8%
SCI
1010
S&CO Inc
Massachusetts
$696K – – –
WT
1011
Washington Trust
Rhode Island
$690K -$142K -1,769 -18%
B
1012
Bailard
California
$689K -$9.64K -120 -1%
FNT
1013
First Nebraska Trust
Nebraska
$689K – – –
PAS
1014
Professional Advisory Services
Florida
$682K – – –
WFMPM
1015
Woodley Farra Manion Portfolio Management
Indiana
$678K +$643K +8,000 New
RIL
1016
Rothschild Investment LLC
Illinois
$675K -$126K -1,572 -16%
KFC
1017
Klingenstein Fields & Co
New York
$668K -$37.3K -465 -6%
BWP
1018
Baldwin Wealth Partners
Massachusetts
$663K -$9.32K -116 -1%
AC
1019
Arjuna Capital
North Carolina
$662K +$151K +1,882 +32%
UR
1020
USCA RIA
Texas
$660K -$71.2K -887 -10%
CBT
1021
Central Bank & Trust
Kentucky
$658K -$23.5K -293 -4%
CAN
1022
Claraphi Advisory Network
United States
$655K +$39.2K +488 +7%
DBRC
1023
D.B. Root & Company
Pennsylvania
$652K -$82.4K -1,026 -12%
OPTFSNA
1024
Old Point Trust & Financial Services N A
Virginia
$652K – – –
HIIFS
1025
Harel Insurance Investments & Financial Services
Israel
$647K – – –
39 40
41
42 43