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Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
1651
Stonehage Fleming Financial Services
Jersey
$925K – – –
CCFCSB
1652
Cape Cod Five Cents Savings Bank
Massachusetts
$924K – – –
MIM
1653
Morningstar Investment Management
Illinois
$922K -$52.9K -480 -6%
WDA
1654
Wendell David Associates
New Hampshire
$920K +$30.5K +277 +4%
WFAG
1655
Wescott Financial Advisory Group
Pennsylvania
$920K -$5.84K -53 -0.7%
SWM
1656
SHP Wealth Management
Massachusetts
$917K +$888K +8,064 New
LCM
1657
LCM Capital Management
Illinois
$915K -$54.4K -494 -6%
RSA
1658
River Street Advisors
Illinois
$912K +$108K +982 +14%
UAML
1659
US Asset Management LLC
Pennsylvania
$912K -$7.27K -66 -0.8%
HFM
1660
Hartford Funds Management
Pennsylvania
$910K -$44.5K -404 -5%
AWAG
1661
ARS Wealth Advisors Group
Florida
$908K -$52.6K -478 -6%
OF
1662
Outfitter Financial
Maine
$905K -$25.3K -230 -3%
CHAM
1663
Clear Harbor Asset Management
Connecticut
$902K +$99.4K +903 +13%
TIA
1664
Trust Investment Advisors
Indiana
$900K -$43.7K -397 -5%
CI
1665
Centerstone Investors
New York
$896K – – –
KWS
1666
Keystone Wealth Services
California
$895K +$11K +100 +1%
AI
1667
Accredited Investors
Minnesota
$894K -$23.9K -217 -3%
EWA
1668
EverSource Wealth Advisors
Alabama
$894K +$30.1K +273 +4%
DA
1669
Doliver Advisors
Texas
$886K -$67.8K -616 -7%
PAS
1670
PKS Advisory Services
New York
$883K -$183K -1,661 -18%
CPC
1671
Congress Park Capital
New York
$883K -$55.2K -501 -6%
DE
1672
Diversified Enterprises
Delaware
$881K +$205K +1,860 +32%
GH
1673
GLP Holdings
Georgia
$876K +$848K +7,700 New
IP
1674
Indivisible Partners
Florida
$874K +$846K +7,684 New
WG
1675
Wellington Group
Indiana
$873K +$845K +7,671 New
65 66
67
68 69