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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1551
Old Point Trust & Financial Services N A
Virginia
$533K +$21.4K +100 +5%
SAM
1552
S.A. Mason
Michigan
$533K +$4.28K +20 +1%
MAC
1553
Mason & Associates (California)
California
$533K +$210K +981 +92%
NCMW
1554
Northern Capital Management (Washington)
Washington
$533K +$6.2K +29 +1%
WTA
1555
Washington Trust Advisors
Massachusetts
$531K -$47.9K -224 -10%
HFW
1556
Horizon Family Wealth
Illinois
$530K +$7.49K +35 +2%
NEWAS
1557
N.E.W. Advisory Services
Wisconsin
$529K +$4.28K +20 +1%
FMB
1558
Field & Main Bank
Kentucky
$529K -$18.6K -87 -4%
TWM
1559
Trueblood Wealth Management
Ohio
$529K +$434K +2,029 New
CA
1560
Claris Advisors
Missouri
$528K -$14.1K -66 -3%
BHPW
1561
Beverly Hills Private Wealth
California
$526K -$3.21K -15 -0.7%
PHAM
1562
Palisades Hudson Asset Management
Florida
$526K – – –
HIP
1563
Harrell Investment Partners
Texas
$525K – – –
CCM
1564
Carlson Capital Management
Minnesota
$524K +$6.2K +29 +1%
CAM
1565
Columbia Asset Management
Michigan
$523K -$1.07K -5 -0.2%
DJSG
1566
D.J. St. Germain
Massachusetts
$523K +$55.4K +259 +15%
MWM
1567
Merriman Wealth Management
Washington
$522K +$78.5K +367 +22%
DA
1568
DCF Advisers
Connecticut
$521K – – –
RIG
1569
RiverFront Investment Group
Virginia
$521K – – –
KFS
1570
Kaizen Financial Strategies
California
$521K +$428K +2,000 New
GCAC
1571
Guardian Capital Advisors (Canada)
Ontario, Canada
$521K -$96.2K -450 -17%
RWA
1572
Redhawk Wealth Advisors
Minnesota
$521K +$29.3K +137 +7%
FWM
1573
FMB Wealth Management
California
$520K -$214 -1 -0.1%
AP
1574
Appleton Partners
Massachusetts
$519K +$8.13K +38 +2%
KA
1575
Keene & Associates
Texas
$519K +$28.2K +132 +7%
61 62
63
64 65