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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
Baystate Wealth Management
Massachusetts
$132K – – –
WT
802
Washington Trust
Rhode Island
$123K -$1.25K -7 -1%
BCM
803
Blume Capital Management
California
$122K -$44.6K -249 -26%
FF
804
FourThought Financial
Florida
$121K -$896 -5 -0.7%
TPCW
805
TD Private Client Wealth
New York
$121K -$135K -752 -51%
ST
806
Smithfield Trust
Pennsylvania
$119K +$10K +56 +9%
ZIG
807
Zullo Investment Group
Pennsylvania
$118K -$41.9K -234 -25%
CT
808
Clearstead Trust
Maine
$117K +$123K +687 New
CWC
809
Carolinas Wealth Consulting
North Carolina
$106K -$25.1K -140 -0.4%
LJHT
810
Laurie J. Hall Trustee
$101K – – –
TCCM
811
Timber Creek Capital Management
Massachusetts
$101K – – –
AIM
812
Axiom Investment Management
New York
$99K +$105K +587 New
SAM
813
S.A. Mason
Michigan
$98K – – –
JWA
814
JFS Wealth Advisors
Pennsylvania
$98K +$26.3K +147 +34%
GRP
815
Global Retirement Partners
California
$96K +$179 +1 +0.2%
AAP
816
Arax Advisory Partners
Colorado
$94K +$17.9K +100 +22%
GWM
817
Geneos Wealth Management
Colorado
$92K -$258K -1,441 -73%
TIM
818
Tortoise Investment Management
New York
$88K -$358 -2 -0.4%
CS
819
Credit Suisse
Switzerland
$88K – – –
ME
820
McIlrath & Eck
Washington
$88K +$26.9K +150 +41%
CIM
821
Contravisory Investment Management
Massachusetts
$87K – – –
TF
822
Tompkins Financial
New York
$85K – – –
ANBT
823
American National Bank & Trust
Texas
$85K +$89.2K +498 New
TAM
824
Tucker Asset Management
Colorado
$84.8K +$25.4K +142 +39%
CHC
825
City Holding Co
West Virginia
$81K – – –