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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1001
Blue Fin Capital
Rhode Island
$39.2M -$154K -917 -0.4%
AT
1002
Arvest Trust
Oklahoma
$39.2M -$8.7M -51,731 -19%
MCM
1003
Manchester Capital Management
Vermont
$39.2M -$121K -721 -0.3%
LWM
1004
Laidlaw Wealth Management
New York
$39.1M -$568K -3,380 -1%
HI
1005
Hendershot Investments
Virginia
$39M -$529K -3,144 -1%
G
1006
GenTrust
Florida
$39M +$16.3M +97,076 +77%
VCM
1007
Vision Capital Management
Oregon
$39M -$5.86M -34,865 -14%
TW
1008
Transform Wealth
Colorado
$38.9M -$462K -2,745 -1%
FHA
1009
Flagship Harbor Advisors
Massachusetts
$38.9M -$175K -1,041 -0.5%
BA
1010
Bristlecone Advisors
Washington
$38.8M -$1.62M -9,606 -4%
EWM
1011
Executive Wealth Management
Michigan
$38.7M +$16.6K +99 +0%
CANC
1012
Culbertson A N & Co
Virginia
$38.6M -$450K -2,677 -1%
MFG
1013
Merit Financial Group
Georgia
$38.5M +$17.8M +106,114 +93%
AWM
1014
Axxcess Wealth Management
California
$38.5M +$38.1M +226,339 New
GAB
1015
German American Bancorp
Indiana
$38.4M -$3.14M -18,668 -8%
SRC
1016
Shufro Rose & Co
New York
$38.3M -$1.08M -6,405 -3%
TCOT
1017
Trust Company of Toledo
Ohio
$38.3M -$125K -743 -0.3%
PDM
1018
Penn Davis McFarland
Texas
$38.2M -$2.45M -14,541 -6%
CA
1019
Callahan Advisors
Texas
$38.1M -$1.09M -6,506 -3%
FAT
1020
First American Trust
California
$37.9M +$1.39M +8,267 +4%
WTB
1021
Washington Trust Bank
Washington
$37.9M -$3.52M -20,917 -9%
TYCC
1022
Texas Yale Capital Corp
Florida
$37.8M -$970K -5,766 -3%
CGL
1023
Clarius Group LLC
Washington
$37.8M – – –
KFGK
1024
Keystone Financial Group (Kentucky)
Kentucky
$37.7M -$201K -1,197 -0.6%
JPMIA
1025
J.P. Marvel Investment Advisors
Massachusetts
$37.6M -$76.2K -453 -0.2%
39 40
41
42 43