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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1026
Certified Advisory Corp
Florida
$234K -$55.7K -9,480 -19%
TDC
1027
Thompson Davis & Co
Virginia
$232K -$52.9K -9,000 -18%
PFA
1028
Pinnacle Family Advisors
Missouri
$232K -$30.5K -5,200 -12%
SNT
1029
Security National Trust
West Virginia
$232K
AFG
1030
Albion Financial Group
Utah
$232K +$235K +40,000 New
CFSG
1031
Community Financial Services Group
Vermont
$232K +$235K +40,000 New
FNBTCON
1032
First National Bank & Trust Co of Newtown
Pennsylvania
$232K +$235K +40,000 New
MCM
1033
Mitchell Capital Management
Kansas
$232K +$235K +40,000 New
PDM
1034
Penn Davis McFarland
Texas
$232K +$235K +40,000 New
VHAM
1035
Van Hulzen Asset Management
California
$232K +$235K +40,000 New
TCM
1036
Tufton Capital Management
Maryland
$231K +$235K +40,000 New
IF
1037
IRON Financial
Illinois
$230K +$233K +39,640 New
SWA
1038
Sutton Wealth Advisors
Florida
$230K
EWM
1039
Evercore Wealth Management
New York
$229K -$535K -91,000 -70%
OC
1040
Oarsman Capital
Wisconsin
$228K +$231K +39,320 New
LW
1041
Linscomb Wealth
Texas
$227K -$17.2K -2,920 -7%
TNAM
1042
Terra Nova Asset Management
New York
$227K +$230K +39,160 New
RW
1043
Rand Wealth
Maryland
$227K +$231K +39,240 New
MMG
1044
Monetary Management Group
Missouri
$226K +$64.6K +11,000 +39%
JMFC
1045
J.M. Forbes & Co
Massachusetts
$225K +$228K +38,800 New
SLT
1046
St Louis Trust
Missouri
$225K +$229K +38,920 New
CA
1047
Crewe Advisors
Utah
$223K +$47K +8,000 +26%
GJIC
1048
Gamble Jones Investment Counsel
California
$223K +$227K +38,600 New
BBHC
1049
Brown Brothers Harriman & Co
New York
$222K -$28.9K -4,920 -11%
KCM
1050
Karp Capital Management
California
$222K +$226K +38,400 New