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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1901
Proffitt & Goodson
Tennessee
$790K +$3.2K +55 +0.4%
FWM
1902
Focused Wealth Management
New York
$788K +$4.36K +75 +0.6%
CBT
1903
Central Bank & Trust
Kentucky
$784K -$461K -7,938 -38%
CVM
1904
Cheviot Value Management
California
$779K -$43.2K -743 -5%
SP
1905
Sarasin & Partners
United Kingdom
$779K – – –
WCF
1906
West Coast Financial
California
$774K +$6.62K +114 +0.9%
AGM
1907
Alpine Global Management
New York
$772K -$976K -16,797 -56%
FA
1908
Financial Advisors
Massachusetts
$772K +$349 +6 +0%
SWM
1909
Strategic Wealth Management
Washington
$770K -$487K -8,388 -39%
EWA
1910
ERTS Wealth Advisors
Michigan
$770K -$22.4K -385 -3%
IRC
1911
Investors Research Corp
Georgia
$769K – – –
MG
1912
Mather Group
Illinois
$769K +$18K +309 +2%
PCFFS
1913
Pacific Center for Financial Services
California
$767K +$115K +1,979 +18%
NB
1914
Nicolet Bankshares
Wisconsin
$760K +$19.9K +342 +3%
WOSD
1915
WFA of San Diego
California
$759K -$1.33M -22,805 -64%
ECG
1916
Edge Capital Group
Georgia
$758K +$81.6K +1,405 +12%
BFA
1917
Beacon Financial Advisory
Ohio
$757K +$174K +2,993 +31%
MCM
1918
Monarch Capital Management
Indiana
$756K -$7.09K -122 -1%
GTAM
1919
Global Trust Asset Management
Florida
$756K +$322K +5,543 +77%
DA
1920
Detalus Advisors
Missouri
$755K -$17.6K -303 -2%
NGA
1921
Naples Global Advisors
Florida
$754K +$10.7K +184 +1%
SIC
1922
Samalin Investment Counsel
New York
$753K -$6.97K -120 -0.9%
PFM
1923
Peak Financial Management
Massachusetts
$753K +$150K +2,587 +26%
MCA
1924
Mercer Capital Advisers
New Jersey
$752K – – –
W
1925
WealthStone
Ohio
$744K -$357K -6,152 -33%
75 76
77
78 79