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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1101
Diligent Investors
California
$266K – – –
MWM
1102
Meridian Wealth Management
Kentucky
$265K +$48.9K +1,012 +23%
TIA
1103
Tandem Investment Advisors
South Carolina
$264K -$46K -951 -15%
GSBTD
1104
Glenview State Bank Trust Department
Illinois
$263K – – –
FHC
1105
First Heartland Consultants
Missouri
$263K +$255K +5,283 New
WIC
1106
Whitegate Investment Counselors
New Hampshire
$260K – – –
SSW
1107
Smith Shellnut Wilson
Mississippi
$258K -$20.2K -418 -7%
SWA
1108
Sutton Wealth Advisors
Florida
$258K +$97 +2 +0%
TAM
1109
Taurus Asset Management
New York
$257K -$16.9K -350 -6%
CA
1110
Cambridge Advisors
Nebraska
$255K -$4.49K -93 -2%
NQWM
1111
Northwest Quadrant Wealth Management
Oregon
$255K +$1.21K +25 +0.5%
TC
1112
Trust Company
Kansas
$253K -$2.9K -60 -1%
RC
1113
RBF Capital
California
$249K – – –
FM
1114
Foster & Motley
Ohio
$248K -$81.8K -1,693 -25%
WSC
1115
Wellington Shields & Co
New York
$247K -$232K -4,800 -49%
CPIG
1116
Chicago Partners Investment Group
Illinois
$246K -$297K -6,144 -55%
CTA
1117
Colonial Trust Advisors
South Carolina
$246K -$44.7K -925 -15%
RMCM
1118
Reynders McVeigh Capital Management
Massachusetts
$246K -$19.1K -395 -7%
TTWM
1119
TCV Trust & Wealth Management
Virginia
$245K +$4.06K +84 +2%
GRQ
1120
Gardner Russo & Quinn
Pennsylvania
$244K – – –
BHB
1121
Bank Hapoalim BM
Israel
$242K -$49K -1,014 -17%
OAM
1122
Occidental Asset Management
California
$241K +$234K +4,837 New
IFB
1123
iAB Financial Bank
Indiana
$240K – – –
LCS
1124
Levin Capital Strategies
New York
$240K – – –
SCA
1125
Sippican Capital Advisors
Massachusetts
$239K -$94.2K -1,950 -29%
43 44
45
46 47