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Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
1351
J.M. Forbes & Co
Massachusetts
$366K -$73.2K -600 -19%
SB
1352
Strategic Blueprint
Georgia
$366K -$367K -3,007 -54%
ZWJ Investment Counsel
1353
ZWJ Investment Counsel
Georgia
$365K -$1.71K -14 -0.5%
MHR
1354
Matthew Hamilton Rosenberg
$364K -$41.9K -343 -12%
CTC
1355
Cetera Trust Company
Minnesota
$364K +$312K +2,554 New
Forum Financial Management
1356
Forum Financial Management
Illinois
$364K -$94.4K -773 -23%
GFS
1357
GYL Financial Synergies
Connecticut
$363K -$7.69K -63 -2%
FMLI
1358
Fukoku Mutual Life Insurance
Japan
$362K – – –
VFA
1359
Voya Financial Advisors
Connecticut
$362K -$4.52K -37 -1%
CBT
1360
CoreFirst Bank & Trust
Kansas
$360K – – –
WMP
1361
Wealth Management Partners
Arizona
$359K -$136K -1,115 -31%
DA
1362
Dillon & Associates
Michigan
$359K -$12.2K -100 -4%
OL
1363
Optas LLC
Texas
$359K +$64.8K +531 +27%
FFA
1364
Fragasso Financial Advisors
Pennsylvania
$358K +$307K +2,513 New
RSVP
1365
Ramsay Stattman Vela & Price
Colorado
$357K -$7.93K -65 -3%
NAS
1366
Nicolet Advisory Services
Wisconsin
$357K -$224K -1,831 -42%
Douglass Winthrop Advisors
1367
Douglass Winthrop Advisors
New York
$356K -$5.62K -46 -2%
LMKC
1368
L.M. Kohn & Company
Ohio
$354K -$28.6K -234 -9%
SFG
1369
StrategIQ Financial Group
Indiana
$354K -$122K -1,001 -29%
APWM
1370
Argonautica Private Wealth Management
Massachusetts
$353K -$122 -1 -0%
DG
1371
DMC Group
Alabama
$352K -$18.9K -155 -6%
Salem Investment Counselors
1372
Salem Investment Counselors
North Carolina
$351K -$3.05K -25 -1%
MTIC
1373
Missouri Trust & Investment Company
Missouri
$349K – – –
CW
1374
Channel Wealth
California
$348K -$41K -336 -12%
HAM
1375
Harmony Asset Management
Arizona
$348K +$298K +2,441 New