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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Coastline Trust
Rhode Island
$858K +$6.01K +85 +0.7%
Csenge Advisory Group
502
Csenge Advisory Group
Florida
$857K +$111K +1,566 +16%
SAM
503
Symphony Asset Management
California
$854K -$109K -1,543 -12%
CI
504
Cigna Investments
Connecticut
$854K +$42.5K +600 +5%
IFP Advisors
505
IFP Advisors
Florida
$843K +$814K +11,507 New
Meridian Wealth Management
506
Meridian Wealth Management
Kentucky
$841K -$1.06K -15 -0.1%
FTIOP
507
Fiduciary Trust International of Pennsylvania
Pennsylvania
$841K +$17.7K +250 +2%
AMIM
508
Aull & Monroe Investment Management
Alabama
$829K – – –
Brown Brothers Harriman & Co
509
Brown Brothers Harriman & Co
New York
$825K +$199K +2,807 +33%
RCA
510
Rowland Carmichael Advisors
Arizona
$818K -$24.3K -344 -3%
Douglass Winthrop Advisors
511
Douglass Winthrop Advisors
New York
$811K – – –
RFG Advisory
512
RFG Advisory
Alabama
$809K -$3.4K -48 -0.4%
CCM
513
Cohen Capital Management
California
$798K -$62.2K -879 -8%
Van Lanschot Kempen Investment Management
514
Van Lanschot Kempen Investment Management
Netherlands
$793K -$32.8K -464 -4%
Plancorp LLC
515
Plancorp LLC
Missouri
$793K – – –
Erste Asset Management
516
Erste Asset Management
Austria
$792K +$764K +10,800 New
Davenport & Co
517
Davenport & Co
Virginia
$783K -$13.9K -197 -2%
ECM
518
Everence Capital Management
Indiana
$775K – – –
Welch Group
519
Welch Group
Alabama
$775K – – –
SFP
520
Shepherd Financial Partners
Massachusetts
$769K +$739K +10,441 New
RB
521
Rodgers Brothers
Pennsylvania
$755K +$354 +5 +0%
NFG
522
Next Financial Group
Texas
$755K +$279K +3,945 +63%
FI
523
FormulaFolio Investments
Michigan
$752K +$58.1K +821 +9%
FCI
524
Financial Counselors Inc
Kansas
$749K +$333K +4,699 +86%
BWM
525
Buckley Wealth Management
Nevada
$748K +$4.25K +60 +0.6%