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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Chesapeake Wealth Management
Virginia
$616K +$679K +6,205 New
BEC
1202
Blue Edge Capital
Virginia
$615K – – –
CC
1203
Callan Capital
California
$615K -$3.28K -30 -0.5%
IC
1204
Inscription Capital
Texas
$612K +$126K +1,156 +23%
WSC
1205
Wellington Shields & Co
New York
$612K – – –
FNFDCM
1206
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$611K -$150K -1,373 -18%
GG
1207
Golden Green
South Carolina
$611K -$7.66K -70 -1%
GSB
1208
Greenfield Savings Bank
Massachusetts
$611K +$1.64K +15 +0.2%
MWM
1209
Mattern Wealth Management
Kansas
$610K +$21.9K +200 +3%
BMO
1210
Beck Mack & Oliver
New York
$606K – – –
LDB
1211
Lee, Danner & Bass
Tennessee
$604K – – –
SCP
1212
Syntal Capital Partners
Texas
$602K -$79.7K -728 -11%
CAM
1213
Cozad Asset Management
Illinois
$601K – – –
FPAS
1214
Focus Partners Advisor Solutions
Missouri
$600K -$32.1K -293 -5%
LCM
1215
LRT Capital Management
Texas
$600K -$1.6M -14,641 -71%
CC
1216
Cadinha & Co
Hawaii
$599K – – –
GRP
1217
Global Retirement Partners
California
$598K +$152K +1,392 +29%
LFA
1218
Legacy Financial Advisors
Kentucky
$598K +$27.6K +252 +4%
WIC
1219
Wilkins Investment Counsel
Massachusetts
$597K -$10.9K -100 -2%
WHAM
1220
Windmill Hill Asset Management
United Kingdom
$595K – – –
SIC
1221
Salem Investment Counselors
North Carolina
$594K -$82.2K -751 -11%
PFG
1222
PAX Financial Group
Texas
$594K +$125K +1,140 +24%
APC
1223
Aspire Private Capital
North Carolina
$593K -$11.2K -102 -2%
NAM
1224
NTV Asset Management
West Virginia
$591K – – –
NP
1225
NorthRock Partners
Minnesota
$590K -$132K -1,205 -17%
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