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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1251
Inverness Counsel
New York
$2.2M +$64.2K +545 +3%
CP
1252
Cumberland Partners
Ontario, Canada
$2.2M +$170K +1,445 +9%
BHWA
1253
Beacon Harbor Wealth Advisors
Virginia
$2.2M +$28.7K +244 +1%
QCG
1254
Quadrant Capital Group
Ohio
$2.2M +$137K +1,159 +7%
RC
1255
Reik & Co
New York
$2.19M – – –
PCA
1256
Private Capital Advisors
Connecticut
$2.19M -$73.6K -625 -3%
XWM
1257
Xcel Wealth Management
Florida
$2.18M +$50.6K +430 +2%
KS
1258
Karpas Strategies
Connecticut
$2.17M +$1.89K +16 +0.1%
SCA
1259
Sippican Capital Advisors
Massachusetts
$2.16M +$16.4K +139 +0.8%
AAMA
1260
Advanced Asset Management Advisors
Ohio
$2.15M +$1M +8,500 +91%
NEI
1261
Northwest & Ethical Investments
Ontario, Canada
$2.15M +$143K +1,216 +7%
EFSCE
1262
Enterprise Financial Services Corp (EFSC)
Missouri
$2.15M -$211K -1,788 -9%
ST
1263
Sabal Trust
Florida
$2.14M +$26.1K +222 +1%
NCM
1264
Neumann Capital Management
California
$2.14M -$236K -2,000 -10%
BP
1265
BBR Partners
New York
$2.14M +$1.03M +8,783 +98%
S
1266
Surevest
California
$2.13M +$718K +6,096 +53%
CAL
1267
Capital Analysts LLC
Pennsylvania
$2.13M +$68.4K +581 +3%
LNB
1268
Ledyard National Bank
$2.12M +$9.54K +81 +0.5%
UCMOK
1269
United Capital Management of KS
Kansas
$2.11M +$291K +2,473 +16%
CFMC
1270
Curbstone Financial Management Corp
New Hampshire
$2.11M +$35.3K +300 +2%
LWANC
1271
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.11M +$40.2K +341 +2%
MWM
1272
Mission Wealth Management
California
$2.1M +$28.5K +242 +1%
HI
1273
Hoey Investments
Pennsylvania
$2.1M +$2.05M +17,439 New
PFBT
1274
Parkside Financial Bank & Trust
Missouri
$2.09M +$858K +7,281 +72%
KMWM
1275
Keudell/Morrison Wealth Management
Oregon
$2.09M +$11.4K +97 +0.6%
49 50
51
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