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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1226
Boltwood Capital Management
California
$618K +$38K +2,410 +7%
TBNY
1227
Trustco Bank (New York)
New York
$618K -$28.8K -1,825 -5%
DA
1228
Duality Advisers
Florida
$616K +$580K +36,725 New
CA
1229
Calton & Associates
Florida
$616K -$48.5K -3,072 -8%
FCAS
1230
First Command Advisory Services
Texas
$616K +$23K +1,454 +4%
EI
1231
Ellevest Inc
New York
$616K +$76.8K +4,865 +15%
KIA
1232
KCM Investment Advisors
California
$615K -$77.4K -4,900 -12%
CTA
1233
Chesley Taft & Associates
Illinois
$614K -$111 -7 -0%
WAG
1234
Wallace Advisory Group
California
$614K +$228K +14,418 +55%
VCM
1235
Virtue Capital Management
Tennessee
$613K -$243K -15,412 -31%
TNB
1236
Thomasville National Bank
Georgia
$613K -$116K -7,323 -17%
SGCA
1237
Steel Grove Capital Advisors
Tennessee
$612K -$1.53M -96,625 -73%
ATC
1238
Adirondack Trust Company
New York
$611K -$30K -1,900 -5%
TWM
1239
Thrive Wealth Management
Pennsylvania
$611K +$145K +9,187 +34%
FHC
1240
First Heartland Consultants
Missouri
$610K +$3.88K +246 +0.7%
CIA
1241
Choate Investment Advisors
Massachusetts
$610K +$21.9K +1,388 +4%
PCM
1242
Poehling Capital Management
Wisconsin
$610K -$342K -21,663 -37%
DMBA
1243
Deseret Mutual Benefit Administrators
Utah
$609K -$381K -24,158 -40%
CFMC
1244
Curbstone Financial Management Corp
New Hampshire
$607K -$29.1K -1,844 -5%
CHJWM
1245
Carlton Hofferkamp & Jenks Wealth Management
Texas
$607K -$32.3K -2,045 -5%
IA
1246
IFG Advisory
Georgia
$606K -$28.2K -1,783 -5%
FFWM
1247
Future Financial Wealth Management
Ohio
$606K -$13K -823 -2%
CI
1248
CX Institutional
Indiana
$605K +$107K +6,790 +23%
TCM
1249
Triumph Capital Management
Colorado
$604K -$855K -54,145 -60%
SW
1250
SkyOak Wealth
Michigan
$604K +$203K +12,879 +56%
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