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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
1501
New World Advisors
Massachusetts
$228K – – –
SW
1502
SkyOak Wealth
Michigan
$228K +$418K +1,526 New
CCG
1503
Cypress Capital Group
Florida
$227K -$3.37M -12,328 -89%
BST
1504
Bath Savings Trust
Maine
$227K – – –
JWM
1505
JGP Wealth Management
Oregon
$227K +$157K +573 +59%
CI
1506
CX Institutional
Indiana
$227K +$248K +907 +148%
WWM
1507
Willingdon Wealth Management
North Carolina
$226K -$149K -543 -26%
HCM
1508
Hollencrest Capital Management
California
$226K +$122K +445 +41%
SFG
1509
SNS Financial Group
Minnesota
$226K +$243K +889 +142%
TC
1510
Truvestments Capital
Florida
$225K -$321K -1,171 -44%
VC
1511
Veracity Capital
Georgia
$224K -$1.34M -4,912 -77%
AAMC
1512
Asset Allocation & Management Company
Illinois
$224K -$68.4K -250 -14%
MW
1513
Marcum Wealth
Ohio
$224K +$58.3K +213 +17%
FIA
1514
Foundations Investment Advisors
Arizona
$224K +$137K +502 +42%
GEA
1515
Glen Eagle Advisors
New Jersey
$223K -$274K -1,001 -40%
PI
1516
Parkside Investments
Illinois
$223K -$821K -3,000 -67%
FC
1517
Fulcrum Capital
Washington
$223K +$123K +450 +43%
TF
1518
Tompkins Financial
New York
$222K – – –
EDRH
1519
Edmond de Rothschild Holding
Switzerland
$220K -$299K -1,092 -43%
SA
1520
Strategic Advisors
New York
$220K -$73.1K -267 -15%
LC
1521
LCNB Corp
Ohio
$220K +$93.1K +340 +30%
SIC
1522
Samalin Investment Counsel
New York
$220K +$166K +607 +69%
MHR
1523
Matthew Hamilton Rosenberg
$220K +$403K +1,474 New
PIP
1524
Peachtree Investment Partners
Florida
$219K -$1.82M -6,637 -82%
AWA
1525
Alaska Wealth Advisors
Alaska
$219K +$6.84K +25 +2%
59 60
61
62 63