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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1276
Matisse Capital
Oregon
$287K – – –
MCWS
1277
McKinley Carter Wealth Services
West Virginia
$286K +$72.7K +2,560 +36%
PIM
1278
Penobscot Investment Management
Massachusetts
$285K -$28.4K -1,000 -9%
SFM
1279
Signature Financial Management
Virginia
$284K – – –
WTB
1280
Washington Trust Bank
Washington
$283K -$99.3K -3,500 -27%
ISL
1281
Ingalls & Snyder LLC
New York
$283K -$28.4K -1,000 -9%
BB
1282
Bell Bank
North Dakota
$282K +$59K +2,080 +28%
CBOA
1283
Commonwealth Bank of Australia
Australia
$281K -$2.44M -85,900 -90%
LP
1284
LGL Partners
Pennsylvania
$281K -$267K -9,400 -50%
WFG
1285
Wills Financial Group
Virginia
$281K +$22.7K +800 +9%
S
1286
SignatureFD
Georgia
$280K -$40.3K -1,420 -13%
HFM
1287
Hartford Financial Management
Connecticut
$279K – – –
FHA
1288
First Horizon Advisors
Tennessee
$279K +$109K +3,840 +81%
FFC
1289
First Financial Corp
Indiana
$273K -$39.7K -1,400 -13%
LWM
1290
Lenox Wealth Management
Ohio
$270K +$127K +4,460 +97%
JIP
1291
Jaffetilchin Investment Partners
Florida
$270K +$258K +9,080 New
KLI
1292
Kelman-Lazarov Inc
Tennessee
$269K +$255K +9,000 New
DAS
1293
Dynamic Advisor Solutions
Arizona
$268K -$40.3K -1,420 -14%
BTW
1294
Boston Trust Walden
Massachusetts
$268K – – –
IR
1295
Invictus RG
Bermuda
$268K +$173K +6,080 +205%
NME
1296
Notis-McConarty Edward
$267K – – –
HCP
1297
Holt Capital Partners
Texas
$267K +$255K +9,000 New
FWP
1298
FAS Wealth Partners
Kansas
$264K +$1.7K +60 +0.7%
NERM
1299
New England Research & Management
Illinois
$261K +$250K +8,800 New
SLG
1300
Stanley-Laman Group
Pennsylvania
$259K -$56.2K -1,980 -18%
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