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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1351
Wallington Asset Management
Indiana
$555K – – –
BFEC
1352
Benjamin F. Edwards & Company
Missouri
$549K +$35.4K +383 +7%
SFA
1353
Souders Financial Advisors
Ohio
$549K +$183K +1,982 +55%
SCM
1354
SOL Capital Management
Maryland
$547K +$24K +260 +5%
CT
1355
Caldwell Trust
Florida
$546K -$88.1K -954 -15%
FCB
1356
First Command Bank
Texas
$544K – – –
FCFS
1357
First Command Financial Services
Texas
$544K – – –
SFS
1358
Strategic Financial Services
New York
$543K – – –
SCA
1359
Snowden Capital Advisors
New York
$538K -$1.66K -18 -0.3%
CB
1360
CNB Bank
Pennsylvania
$536K -$46K -498 -8%
KPCM
1361
Kings Point Capital Management
New York
$533K -$102K -1,100 -17%
HA
1362
Hamel Associates
New Jersey
$532K +$9.23K +100 +2%
WMG
1363
WESCAP Management Group
California
$528K – – –
GDP
1364
Great Diamond Partners
Maine
$527K -$554 -6 -0.1%
OPS
1365
Orion Portfolio Solutions
Nebraska
$526K +$81.2K +880 +20%
HPWM
1366
Highland Private Wealth Management
Washington
$521K +$6.18K +67 +1%
CA
1367
Claro Advisors
Massachusetts
$521K +$15.6K +169 +3%
ATC
1368
Adirondack Trust Company
New York
$519K +$9.23K +100 +2%
CPA
1369
Clear Perspective Advisors
Illinois
$515K -$183K -1,985 -27%
FSC
1370
Full Sail Capital
Oklahoma
$514K -$5.63K -61 -1%
NDSI
1371
Newman Dignan & Sheerar Inc
Rhode Island
$512K -$73.5K -796 -13%
CPA
1372
Capital Planning Advisors
California
$511K +$481K +5,212 New
DBIA
1373
Dumont & Blake Investment Advisors
New Jersey
$509K +$2.12K +23 +0.4%
PCG
1374
Private Capital Group
Connecticut
$508K -$3.42K -37 -0.7%
BWM
1375
BerganKDV Wealth Management
Minnesota
$508K -$461 -5 -0.1%
53 54
55
56 57