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Name Holding Trade Value Shares
Change
Change in
Stake
TPCM
1076
Templeton & Phillips Capital Management
Tennessee
$390K +$418K +9,510 New
KOC
1077
Koss-Olinger Consulting
Florida
$383K -$468K -10,643 -53%
MCM
1078
Manchester Capital Management
Vermont
$380K +$6.16K +140 +2%
DWP
1079
Daymark Wealth Partners
Ohio
$378K -$156K -3,540 -28%
AC
1080
Apella Capital
Connecticut
$378K +$21.6K +491 +6%
NRS
1081
Neville Rodie & Shaw
New York
$378K -$44.7K -1,016 -10%
PFSC
1082
Peoples Financial Services Corp
Pennsylvania
$377K -$3.92K -89 -1%
NERM
1083
New England Research & Management
Illinois
$377K -$340K -7,724 -46%
CW
1084
CreativeOne Wealth
Kansas
$375K -$10.3K -235 -3%
TBNY
1085
Trustco Bank (New York)
New York
$373K -$14.3K -325 -3%
RIA
1086
Regal Investment Advisors
Michigan
$370K +$176 +4 +0%
I
1087
INVST
Indiana
$369K -$148K -3,372 -27%
GAM
1088
Groupama Asset Management
France
$368K
PAM
1089
Panagora Asset Management
Massachusetts
$367K
RCM
1090
RNC Capital Management
California
$364K -$6.03K -137 -2%
BTI
1091
Blue Trust Inc
Georgia
$361K -$59.3K -1,348 -13%
IAS
1092
Integrity Advisory Solutions
Texas
$361K +$21.6K +492 +6%
HFS
1093
Hantz Financial Services
Michigan
$360K +$267K +6,067 +225%
WC
1094
Wexford Capital
Florida
$360K +$142K +3,227 +58%
JMFC
1095
J.M. Forbes & Co
Massachusetts
$359K +$44.1K +1,002 +13%
FRA
1096
Frank Rimerman Advisors
California
$357K +$111K +2,514 +41%
OGC
1097
One68 Global Capital
New York
$349K +$198K +4,500 +113%
RA
1098
RFG Advisory
Alabama
$349K -$521K -11,850 -58%
TCA
1099
Transcend Capital Advisors
New Jersey
$349K -$644K -14,649 -63%
LNB
1100
Ledyard National Bank
$349K -$82.4K -1,873 -18%