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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1626
Fagan Associates
New York
$670K +$106 +2 +0%
CAS
1627
Cue Advisory Services
Arizona
$668K – – –
DWM
1628
Darwin Wealth Management
Florida
$667K +$103K +1,954 +18%
RGC
1629
Roberts, Glore & Co
Illinois
$665K -$46.2K -873 -7%
MCM
1630
Manchester Capital Management
Vermont
$662K -$18.6K -351 -3%
SAM
1631
Security Asset Management
New York
$659K – – –
WDL
1632
Well Done LLC
Michigan
$659K +$16.4K +310 +3%
WIA
1633
Westbourne Investment Advisors
Maryland
$659K +$233K +4,410 +56%
DAC
1634
Dividend Assets Capital
South Carolina
$657K -$210K -3,965 -24%
CCM
1635
Cribstone Capital Management
Maine
$657K +$14.6K +275 +2%
PCTC
1636
Perkins Coie Trust Company
Washington
$650K – – –
IRC
1637
Investors Research Corp
Georgia
$649K +$21K +397 +3%
AF
1638
Affiance Financial
Minnesota
$649K +$55.9K +1,056 +10%
AWA
1639
AmeriServ Wealth Advisors
Pennsylvania
$647K -$286K -5,406 -31%
SCP
1640
Syntal Capital Partners
Texas
$646K +$6.14K +116 +1%
BRC
1641
Bell Rock Capital
Delaware
$645K -$1.96K -37 -0.3%
TIA
1642
Tiemann Investment Advisors
California
$645K +$13.2K +250 +2%
AIM
1643
Advantage Investment Management
Iowa
$643K -$37.7K -713 -6%
SIM
1644
SSI Investment Management
California
$640K -$2.7K -51 -0.4%
MLIC
1645
Mandatum Life Insurance Company
Finland
$640K +$127K +2,407 +25%
ACA
1646
Atlas Capital Advisors
Wyoming
$638K +$152K +2,863 +32%
RWM
1647
RKL Wealth Management
Pennsylvania
$638K -$53.8K -1,017 -8%
SAM
1648
Summit Asset Management
Tennessee
$637K +$1.38K +26 +0.2%
MFG
1649
Merit Financial Group
Georgia
$633K +$108K +2,040 +21%
BHC
1650
Bowen Hanes & Co
Florida
$630K – – –
64 65
66
67 68