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Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
1651
Penn Davis McFarland
Texas
$275K – – –
JCM
1652
Janney Capital Management
Pennsylvania
$275K +$15.8K +380 +7%
FWM
1653
Focused Wealth Management
New York
$275K +$79.2K +1,900 +44%
CC
1654
Cornerstone Capital
California
$275K +$258K +6,200 New
CPSAC
1655
Chas P. Smith & Associates (CPS)
Florida
$274K +$25.8K +620 +11%
TNBTD
1656
Trustmark National Bank Trust Department
Mississippi
$273K +$257K +6,160 New
BL
1657
Balentine LLC
Georgia
$272K +$28.3K +680 +12%
CPA
1658
Clear Perspective Advisors
Illinois
$271K +$254K +6,100 +30,500%
BAM
1659
Bruderman Asset Management
New York
$270K – – –
CA
1660
Continuum Advisory
Idaho
$270K +$253K +6,080 New
FCMT
1661
Founders Capital Management (Texas)
Texas
$270K +$254K +6,100 New
CC
1662
Courier Capital
New York
$269K -$57.5K -1,380 -19%
RWA
1663
River Wealth Advisors
Pennsylvania
$269K +$253K +6,060 New
NEPWA
1664
New England Private Wealth Advisors
Massachusetts
$268K -$525K -12,600 -68%
BWM
1665
Bernicke Wealth Management
Wisconsin
$267K +$251K +6,020 New
CSA
1666
Cottage Street Advisors
Massachusetts
$266K -$1.25M -30,000 -83%
DLG
1667
Daniel L. Goodwin
$266K – – –
ST
1668
Spinnaker Trust
Maine
$265K – – –
UBWV
1669
United Bank (West Virginia)
West Virginia
$265K – – –
GAM
1670
Gemmer Asset Management
California
$264K – – –
PL
1671
Plancorp LLC
Missouri
$263K -$6.67K -160 -3%
HL
1672
HeadInvest LLC
Maine
$262K -$23.3K -560 -9%
CCMD
1673
Cypress Capital Management (Delaware)
Delaware
$262K – – –
BC
1674
Bartlett & Co
Ohio
$261K +$16.7K +400 +7%
CHAM
1675
Clear Harbor Asset Management
Connecticut
$261K +$245K +5,880 New
65 66
67
68 69