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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1001
First Command Bank
Texas
$192K +$119K +1,770 +137%
FCFS
1002
First Command Financial Services
Texas
$192K +$119K +1,770 +137%
LPWM
1003
Lake Point Wealth Management
Texas
$192K +$207K +3,066 New
MCM
1004
Manchester Capital Management
Vermont
$191K
FMTCOCP
1005
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$189K
SWP
1006
Strategic Wealth Partners
Ohio
$186K +$20.9K +310 +12%
ARMC
1007
American Research & Management Company
Massachusetts
$185K -$30.3K -450 -13%
PCG
1008
Private Capital Group
Connecticut
$184K +$38.3K +568 +24%
LSV Asset Management
1009
LSV Asset Management
Illinois
$182K
KTC
1010
Kistler-Tiffany Companies
Pennsylvania
$181K +$742 +11 +0.4%
PMFA
1011
Plante Moran Financial Advisors
Michigan
$174K +$77.3K +1,147 +70%
HT
1012
Heritage Trust
Oklahoma
$166K -$10.1K -150 -5%
SWA
1013
Sutton Wealth Advisors
Florida
$155K +$9.17K +136 +6%
ARMT
1014
Amica Retiree Medical Trust
Rhode Island
$153K
WB
1015
Webster Bank
Connecticut
$153K
SNT
1016
Security National Trust
West Virginia
$147K +$16.9K +250 +12%
FHA
1017
Flagship Harbor Advisors
Massachusetts
$147K +$20.2K +299 +15%
FANJ
1018
Financial Architects (New Jersey)
New Jersey
$146K +$3.64K +54 +2%
RA
1019
Rational Advisors
New York
$144K +$69.4K +1,029 +81%
RWA
1020
Ropes Wealth Advisors
Massachusetts
$138K -$54.7K -812 -27%
HCM
1021
Highlander Capital Management
New Jersey
$137K
FNBOSM
1022
First National Bank of South Miami
Florida
$136K +$144K +2,138 New
BTNA
1023
Bremer Trust National Association
Minnesota
$136K +$147K +2,173 New
FCT
1024
Family Capital Trust
Massachusetts
$135K
DSI
1025
Daiwa SB Investments
Japan
$135K +$24.3K +360 +20%