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Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
801
Index Fund Advisors
California
$267K +$278K +2,252 New
PL
802
Plancorp LLC
Missouri
$266K -$56.7K -460 -17%
IA
803
IFG Advisory
Georgia
$266K +$4.31K +35 +2%
VDI
804
Vaughan David Investments
Illinois
$265K – – –
SVWAG
805
Sound View Wealth Advisors Group
Georgia
$265K +$1.35K +11 +0.5%
CL
806
CPWM LLC
Washington
$265K +$5.67K +46 +2%
SIM
807
Sentry Investment Management
Wisconsin
$264K -$46.2K -375 -14%
ESB
808
Essex Savings Bank
Connecticut
$264K -$1.23K -10 -0.4%
TNA
809
True North Advisors
Texas
$263K – – –
FNFDCM
810
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$262K – – –
FFBTD
811
First Financial Bank - Trust Division
Ohio
$261K -$10.6K -86 -4%
JWM
812
JGP Wealth Management
Oregon
$260K -$370 -3 -0.1%
OA
813
Oxbow Advisors
Texas
$260K – – –
PFT
814
Providence First Trust
Arizona
$260K – – –
EIA
815
Edgemoor Investment Advisors
Maryland
$260K +$19.1K +155 +8%
EMG
816
ETF Managers Group
New Jersey
$259K +$264K +2,140 New
BFC
817
Blue Fin Capital
Rhode Island
$258K – – –
CSPIA
818
Cary Street Partners Investment Advisory
Virginia
$258K +$123 +1 +0%
BFM
819
Boston Financial Management
Massachusetts
$258K +$12.9K +105 +5%
TBNY
820
Trustco Bank (New York)
New York
$257K – – –
PGIM
821
Pacific Global Investment Management
California
$257K +$123 +1 +0%
AWA
822
Aaron Wealth Advisors
Illinois
$257K +$2.59K +21 +1%
BHTS
823
Bar Harbor Trust Services
Maine
$256K – – –
RRA
824
Round Rock Advisors
Connecticut
$255K +$1.48K +12 +0.6%
SIA
825
Schechter Investment Advisors
Michigan
$255K +$60.3K +489 +29%
31 32
33
34 35