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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1726
Clarkston Capital Partners
Michigan
$215K +$202K +4,840 New
GWM
1727
Greenwich Wealth Management
Connecticut
$215K +$202K +4,840 New
BCM
1728
Beddow Capital Management
Wyoming
$215K +$203K +4,860 New
HCA
1729
Horan Capital Advisors
Ohio
$215K +$203K +4,860 New
SIM
1730
Sonora Investment Management
Arizona
$215K +$39.2K +940 +24%
AWM
1731
AllSquare Wealth Management
New York
$213K -$8.34K -200 -4%
KTC
1732
Kistler-Tiffany Companies
Pennsylvania
$213K +$25K +600 +14%
CCA
1733
Conservest Capital Advisors
Pennsylvania
$212K +$199K +4,780 New
AF
1734
Affiance Financial
Minnesota
$211K +$198K +4,760 New
CCG
1735
Cypress Capital Group
Florida
$211K +$198K +4,760 New
MIC
1736
MU Investments Company
Japan
$210K -$54.2K -1,300 -21%
SA
1737
Sicart Associates
New York
$208K -$1.05M -25,200 -84%
JFL
1738
Jarislowsky, Fraser Ltd
Quebec, Canada
$208K +$196K +4,700 New
IDBONY
1739
Israel Discount Bank of New York
New York
$206K -$42.5K -1,020 -18%
GHA
1740
GW Henssler & Associates
Georgia
$205K +$193K +4,620 New
TFO
1741
Tarbox Family Office
California
$204K – – –
DE
1742
Day & Ennis
Georgia
$204K +$192K +4,600 New
PP
1743
Palladium Partners
Virginia
$204K +$192K +4,600 New
TWMH
1744
Tiedemann Wealth Management Holdings
New York
$204K +$192K +4,600 New
TCM
1745
Tufton Capital Management
Maryland
$204K +$192K +4,600 New
GCMG
1746
Gyroscope Capital Management Group
Florida
$202K -$36.7K -880 -16%
PCTC
1747
Perkins Coie Trust Company
Washington
$199K -$16.7K -400 -8%
VWM
1748
Valley Wealth Managers
New Jersey
$199K – – –
DOA
1749
D'Orazio & Associates
Virginia
$191K – – –
WP
1750
WealthPLAN Partners
Nebraska
$180K +$165K +3,960 New
68 69
70
71 72