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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1876
Baystate Wealth Management
Massachusetts
$3.43M +$66K +1,456 +2%
PD
1877
Planning Directions
Pennsylvania
$3.43M +$214K +4,724 +7%
HAC
1878
Harbor Advisory Corp
New Hampshire
$3.42M -$407K -8,972 -11%
BWAM
1879
Boyd Watterson Asset Management
Ohio
$3.4M -$399K -8,808 -11%
FDCC
1880
Foster Dykema Cabot & Co
Massachusetts
$3.39M – – –
EGA
1881
E&G Advisors
Texas
$3.37M -$633K -13,956 -16%
ACA
1882
Atlas Capital Advisors
Wyoming
$3.36M -$798K -17,588 -20%
NSB
1883
Norway Savings Bank
Maine
$3.35M -$155K -3,424 -5%
LCH
1884
Lee Capital Holdings
New York
$3.35M +$3.28M +72,392 New
SCC
1885
Spring Creek Capital
Kansas
$3.35M +$3.28M +72,348 New
CT
1886
Clearstead Trust
Maine
$3.34M +$322K +7,096 +11%
JA
1887
JOYN Advisors
Georgia
$3.34M +$1.44M +31,664 +78%
NJBEST
1888
New Jersey Better Educational Savings Trust
New Jersey
$3.33M – – –
ZCI
1889
Zevenbergen Capital Investments
Washington
$3.33M +$39.4K +868 +1%
PW
1890
Peninsula Wealth
California
$3.32M +$35.2K +776 +1%
NED
1891
Nancy E. Dempze
$3.32M -$47.5K -1,048 -1%
PAS
1892
Partnervest Advisory Services
California
$3.32M -$348K -7,664 -10%
MIC
1893
Meridian Investment Counsel
California
$3.32M -$36.3K -800 -1%
CCWA
1894
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.31M +$703K +15,512 +28%
FCB
1895
First Command Bank
Texas
$3.3M +$1.75M +38,640 +118%
FCFS
1896
First Command Financial Services
Texas
$3.3M +$1.75M +38,640 +118%
HH
1897
HWG Holdings
Texas
$3.3M +$3.23M +71,268 New
PFSC
1898
Peoples Financial Services Corp
Pennsylvania
$3.28M +$79.6K +1,756 +3%
RP
1899
Riverbridge Partners
Minnesota
$3.28M -$4.56M -100,568 -59%
BI
1900
Ballast Inc
Kentucky
$3.27M +$36.1K +796 +1%
74 75
76
77 78