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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1851
CAAS Capital Management
New York
$334K -$693K -7,100 -66%
AWA
1852
Aaron Wealth Advisors
Illinois
$332K -$30.6M -313,710 -99%
FPS
1853
Fieldpoint Private Securities
Connecticut
$332K -$55.7K -571 -14%
FWM
1854
Finer Wealth Management
Massachusetts
$332K -$24.6K -252 -7%
SIC
1855
Sterling Investment Counsel
New York
$332K -$20K -205 -5%
DIP
1856
DT Investment Partners
Pennsylvania
$332K – – –
NAM
1857
NTV Asset Management
West Virginia
$332K +$87.8K +900 +34%
DTC
1858
Davidson Trust Company
Washington
$331K -$41.5K -425 -11%
MCM
1859
Magnolia Capital Management
New York
$331K +$10.2K +105 +3%
WCG
1860
Weaver Consulting Group
California
$330K -$9.76K -100 -3%
SW
1861
SkyOak Wealth
Michigan
$330K – – –
RGF
1862
Retirement Guys Formula
Ohio
$330K +$90.2K +924 +35%
KOCAA
1863
Knights of Columbus Asset Advisors
Connecticut
$330K +$349K +3,571 New
WCP
1864
Welch Capital Partners
New York
$329K – – –
TF
1865
Trek Financial
Arizona
$329K +$347K +3,553 New
FNT
1866
First National Trust
Pennsylvania
$328K -$21.3K -218 -6%
FB
1867
First Bancorp
Maine
$328K – – –
JIC
1868
Joel Isaacson & Co
New York
$327K +$4K +41 +1%
KWM
1869
Kolinsky Wealth Management
New Jersey
$325K +$30.7K +315 +10%
HCM
1870
Hodges Capital Management
Texas
$324K -$1.15M -11,804 -77%
HHGA
1871
Halbert Hargrove Global Advisors
California
$324K +$28.3K +290 +9%
OPTFSNA
1872
Old Point Trust & Financial Services N A
Virginia
$324K +$97.6K +1,000 +40%
AIP
1873
Almanack Investment Partners
Pennsylvania
$322K -$60.2K -617 -15%
HSG
1874
Helen Stephens Group
Texas
$322K +$781 +8 +0.2%
HCA
1875
Heck Capital Advisors
Wisconsin
$321K -$41.7K -427 -11%
73 74
75
76 77