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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3376
Penobscot Wealth Management
Maine
$430K – – –
PWM
3377
Provident Wealth Management
Tennessee
$430K – – –
AA
3378
Addison Advisors
Vermont
$430K +$6.9K +40 +2%
PA
3379
Parkside Advisors
California
$429K +$51.7K +300 +13%
MIAS
3380
Mason Investment Advisory Services
Virginia
$427K +$17.2K +100 +4%
GC
3381
Gruss & Co
Florida
$427K -$1.16M -6,700 -72%
MUMSS
3382
Mitsubishi UFJ Morgan Stanley Securities
Japan
$427K -$103K -600 -19%
HI
3383
Hendershot Investments
Virginia
$427K +$17.2K +100 +4%
MPW
3384
MA Private Wealth
California
$427K +$24.1K +140 +6%
AIA
3385
Armor Investment Advisors
North Carolina
$424K – – –
OPWM
3386
Oakwell Private Wealth Management
Texas
$424K +$3.45K +20 +0.8%
SDJVC
3387
St. Denis J. Villere & Co
Louisiana
$423K -$172K -1,000 -28%
DTL
3388
Dynamic Technology Lab
Singapore
$423K -$138K -800 -24%
VV
3389
Verity & Verity
South Carolina
$423K +$48.3K +280 +13%
SAM
3390
Strategic Asset Management
Minnesota
$423K +$442K +2,560 New
TAIM
3391
TD Ameritrade Investment Management
Nebraska
$422K +$135K +780 +41%
HA
3392
Hamel Associates
New Jersey
$420K – – –
HCL
3393
Heard Capital LLC
Illinois
$420K – – –
VST
3394
Van Strum & Towne
California
$420K – – –
SFA
3395
Seneca Financial Advisors
New York
$417K – – –
BAM
3396
Baldrige Asset Management
Pennsylvania
$417K -$20.7K -120 -5%
DWA
3397
Dougherty Wealth Advisers
Minnesota
$417K – – –
SLWS
3398
Swaine & Leidel Wealth Services
Florida
$417K +$438K +2,540 New
HR
3399
Hardy Reed
Mississippi
$414K – – –
VIMU
3400
Veritas Investment Management (UK)
United Kingdom
$414K – – –
134 135
136
137 138