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Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
2551
New Covenant Trust Company
Indiana
$190K +$216K +377 New
LI
2552
LRI Investments
Florida
$190K +$216K +376 New
PP
2553
Pacifica Partners
Canada
$190K – – –
GC
2554
Garde Capital
Washington
$181K -$104K -182 -34%
HNB
2555
Hilltop National Bank
Wyoming
$180K +$204K +356 New
OA
2556
Operose Advisors
Wisconsin
$179K -$41.3K -72 -17%
DF
2557
Dunhill Financial
United Kingdom
$179K +$3.44K +6 +2%
KLWA
2558
Kelly Lawrence W & Associates
California
$179K – – –
MHR
2559
Matthew Hamilton Rosenberg
$176K -$1.72K -3 -0.8%
CWC
2560
Carolinas Wealth Consulting
North Carolina
$173K +$114K +199 +138%
CAM
2561
Creekmur Asset Management
Illinois
$165K +$46.4K +81 +33%
GAG
2562
Goodman Advisory Group
Massachusetts
$158K – – –
TIM
2563
Tortoise Investment Management
New York
$154K +$10.9K +19 +7%
ECM
2564
EMC Capital Management
Texas
$150K – – –
GAA
2565
Global Assets Advisory
Florida
$149K +$170K +297 New
GA
2566
GoalVest Advisory
New York
$148K -$9.17K -16 -5%
NCM
2567
Northwest Capital Management
Oregon
$147K – – –
BC
2568
Barrett & Company
Rhode Island
$144K -$136K -237 -45%
HWM
2569
HighMark Wealth Management
Minnesota
$144K – – –
PCMC
2570
Planning Capital Management Corporation
Pennsylvania
$144K -$66.5K -116 -29%
FFC
2571
First Financial Corp
Indiana
$143K -$25.8K -45 -14%
BIM
2572
Breakwater Investment Management
Washington
$140K +$159K +278 New
B
2573
Birchbrook
Maine
$134K – – –
POIA
2574
Pin Oak Investment Advisors
Texas
$133K -$37.3K -65 -20%
GFPC
2575
Global Financial Private Client
Florida
$131K +$13.2K +23 +10%
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