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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
1351
Concourse Financial Group Securities
Alabama
$556K -$156K -1,694 -23%
ARMT
1352
Amica Retiree Medical Trust
Rhode Island
$556K – – –
Wallington Asset Management
1353
Wallington Asset Management
Indiana
$555K – – –
Benjamin F. Edwards & Company
1354
Benjamin F. Edwards & Company
Missouri
$549K +$35.4K +383 +7%
Souders Financial Advisors
1355
Souders Financial Advisors
Ohio
$549K +$183K +1,982 +55%
SCM
1356
SOL Capital Management
Maryland
$547K +$24K +260 +5%
Caldwell Trust
1357
Caldwell Trust
Florida
$546K -$88.1K -954 -15%
First Command Bank
1358
First Command Bank
Texas
$544K – – –
First Command Financial Services
1359
First Command Financial Services
Texas
$544K – – –
Strategic Financial Services
1360
Strategic Financial Services
New York
$543K – – –
SCA
1361
Snowden Capital Advisors
New York
$538K -$1.66K -18 -0.3%
CB
1362
CNB Bank
Pennsylvania
$536K -$46K -498 -8%
Kings Point Capital Management
1363
Kings Point Capital Management
New York
$533K -$102K -1,100 -17%
HA
1364
Hamel Associates
New Jersey
$532K +$9.23K +100 +2%
WMG
1365
WESCAP Management Group
California
$528K – – –
Great Diamond Partners
1366
Great Diamond Partners
Maine
$527K -$554 -6 -0.1%
Orion Portfolio Solutions
1367
Orion Portfolio Solutions
Nebraska
$526K +$81.2K +880 +20%
Highland Private Wealth Management
1368
Highland Private Wealth Management
Washington
$521K +$6.18K +67 +1%
Claro Advisors
1369
Claro Advisors
Massachusetts
$521K +$15.6K +169 +3%
ATC
1370
Adirondack Trust Company
New York
$519K +$9.23K +100 +2%
CPA
1371
Clear Perspective Advisors
Illinois
$515K -$183K -1,985 -27%
Full Sail Capital
1372
Full Sail Capital
Oklahoma
$514K -$5.63K -61 -1%
NDSI
1373
Newman Dignan & Sheerar Inc
Rhode Island
$512K -$73.5K -796 -13%
Capital Planning Advisors
1374
Capital Planning Advisors
California
$511K +$481K +5,212 New
DBIA
1375
Dumont & Blake Investment Advisors
New Jersey
$509K +$2.12K +23 +0.4%