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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
701
Canandaigua National Corp
New York
$213K +$219K +9,134 New
AA
702
AlphaMark Advisors
Kentucky
$212K +$14.6K +610 +7%
KFI
703
Key Financial Inc
Pennsylvania
$211K +$84.7K +3,527 +65%
BW
704
Bison Wealth
Georgia
$211K +$218K +9,064 New
SCM
705
Southport Capital Management
Tennessee
$210K -$17.7K -739 -8%
MIP
706
Marietta Investment Partners
Wisconsin
$208K – – –
IPW
707
Inlet Private Wealth
Florida
$207K -$24K -1,000 -10%
TVAMP
708
Tennessee Valley Asset Management Partners
Tennessee
$207K -$9.17K -382 -4%
BFM
709
Boston Financial Management
Massachusetts
$207K – – –
FI
710
FormulaFolio Investments
Michigan
$206K -$23.9K -994 -10%
ACM
711
Allred Capital Management
Texas
$206K -$18.3K -764 -8%
PFSC
712
Peoples Financial Services Corp
Pennsylvania
$206K – – –
CC
713
Cornerstone Capital
California
$202K -$193K -8,039 -48%
LWM
714
Liberty Wealth Management
California
$202K -$9.22K -384 -4%
TA
715
Tiedemann Advisors
New York
$201K -$2.95K -123 -1%
CT
716
Coastline Trust
Rhode Island
$201K – – –
ARMC
717
American Research & Management Company
Massachusetts
$200K – – –
CFG
718
Citizens Financial Group
Rhode Island
$190K – – –
FHA
719
First Horizon Advisors
Tennessee
$186K -$16.6K -691 -8%
BFEC
720
Benjamin F. Edwards & Company
Missouri
$184K -$7.99K -333 -4%
WFMPM
721
Woodley Farra Manion Portfolio Management
Indiana
$176K -$9.6K -400 -5%
AP
722
Atwood & Palmer
Missouri
$168K – – –
MHR
723
Matthew Hamilton Rosenberg
$166K +$73.9K +3,077 +76%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$164K -$25.2K -1,050 -13%
BC
725
Bartlett & Co
Ohio
$164K -$25.2K -1,050 -13%
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