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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1051
HM Payson & Co
Maine
$266K -$340K -2,335 -51%
SOW
1052
State of Wyoming
Wyoming
$266K +$98.9K +679 +44%
BIA
1053
Benchmark Investment Advisors
Illinois
$266K +$326K +2,241 New
CMANY
1054
Capital Management Associates (New York)
New York
$265K -$833K -5,721 -72%
CWS
1055
Cypress Wealth Services
California
$264K -$52.7K -362 -14%
RFA
1056
Resurgent Financial Advisors
Georgia
$264K +$324K +2,222 New
BFA
1057
Beaumont Financial Advisors
Massachusetts
$263K +$9.47K +65 +3%
WAG
1058
Winthrop Advisory Group
Massachusetts
$261K -$54.3K -373 -15%
TFO
1059
Tarbox Family Office
California
$261K – – –
HH
1060
Hilltop Holdings
Texas
$260K -$342K -2,347 -52%
SCM
1061
Schnieders Capital Management
California
$260K -$36.4K -250 -10%
CIM
1062
Confluence Investment Management
Missouri
$258K -$120K -827 -28%
SFWA
1063
Summit Financial Wealth Advisors
Louisiana
$258K +$315K +2,160 New
PTC
1064
Private Trust Company
Ohio
$257K +$55.8K +383 +21%
TCM
1065
Traynor Capital Management
Pennsylvania
$253K -$123K -844 -28%
MPCG
1066
Matrix Private Capital Group
New York
$252K -$231K -1,585 -43%
SF
1067
Summit Financial
New Jersey
$251K +$307K +2,111 New
ZIG
1068
Zuckerman Investment Group
Illinois
$250K -$3.73M -25,585 -92%
HCP
1069
Hexagon Capital Partners
Arkansas
$249K +$12.1K +83 +4%
HWM
1070
Horizon Wealth Management
Illinois
$249K +$305K +2,097 New
MSAM
1071
Moloney Securities Asset Management
Missouri
$248K +$11.2K +77 +4%
NF
1072
NTB Financial
Colorado
$248K +$304K +2,088 New
NP
1073
NorthRock Partners
Minnesota
$247K -$438K -3,007 -59%
KFA
1074
Kelleher Financial Advisors
New York
$247K -$19.5K -134 -6%
KFS
1075
Kaizen Financial Strategies
California
$246K -$593K -4,075 -66%
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