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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1501
Arlington Partners
Alabama
$79K +$71.5K +1,000 New
TDC
1502
Thompson Davis & Co
Virginia
$79K +$71.5K +1,000 New
ANBT
1503
American National Bank & Trust
Texas
$77K – – –
CT
1504
Clearstead Trust
Maine
$73K -$2.29K -32 -3%
AIM
1505
Arcadia Investment Management
Michigan
$68K – – –
HL
1506
Harding Loevner
New Jersey
$68K +$62.2K +870 New
MCM
1507
Mainstay Capital Management
Michigan
$66K -$7.15K -100 -11%
CHP
1508
Cable Hill Partners
Oregon
$66K -$2.79K -39 -4%
CFG
1509
CKW Financial Group
Hawaii
$64K +$57.2K +800 New
FCMT
1510
Founders Capital Management (Texas)
Texas
$63K – – –
PFBT
1511
Parkside Financial Bank & Trust
Missouri
$63K +$4.65K +65 +9%
AC
1512
Avestar Capital
New York
$60K -$5.86K -82 -9%
MWPCG
1513
Measured Wealth Private Client Group
New Hampshire
$60K +$54.7K +765 New
RFM
1514
Royal Fund Management
Florida
$59K +$11.5K +161 +27%
SIS
1515
Sound Income Strategies
Florida
$54K -$286 -4 -0.6%
GI
1516
Gradient Investments
Minnesota
$51K +$1.5K +21 +3%
RIA
1517
RPG Investment Advisory
California
$50K – – –
WPA
1518
West Paces Advisors
Georgia
$49.8K – – –
RCG
1519
Ruggie Capital Group
Florida
$48K -$14.4K -202 -25%
TIM
1520
Tortoise Investment Management
New York
$47K – – –
BWA
1521
Burt Wealth Advisors
Maryland
$46K – – –
TL
1522
TrueWealth LLC
Georgia
$44K +$7.86K +110 +24%
THWM
1523
Taylor Hoffman Wealth Management
Virginia
$42K -$2.93K -41 -7%
ARMC
1524
American Research & Management Company
Massachusetts
$42K – – –
PFSC
1525
Peoples Financial Services Corp
Pennsylvania
$41K +$8.22K +115 +28%
59 60
61
62 63