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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1926
Aureus Asset Management
Massachusetts
$793K -$30.5K -275 -3%
BFM
1927
Boothbay Fund Management
New York
$793K +$220K +1,986 +31%
TNBTD
1928
Trustmark National Bank Trust Department
Mississippi
$790K -$275K -2,482 -23%
CWM
1929
Congress Wealth Management
Massachusetts
$789K -$6.82M -61,433 -88%
HPWM
1930
Highland Private Wealth Management
Washington
$789K -$21.6K -195 -2%
ACH
1931
ArrowMark Colorado Holdings
Colorado
$789K +$44.7K +403 +5%
EWM
1932
Executive Wealth Management
Michigan
$786K -$312K -2,812 -25%
PFWA
1933
Paces Ferry Wealth Advisors
Georgia
$786K -$167K -1,509 -15%
DU
1934
Delphia (USA)
Ontario, Canada
$786K +$527K +4,745 +132%
WH
1935
Willner & Heller
California
$785K +$228K +2,050 +33%
FAM
1936
Formidable Asset Management
Ohio
$784K -$64.9K -585 -7%
HBW
1937
Hazlett, Burt & Watson
West Virginia
$783K -$4.55K -41 -0.5%
SC
1938
Schulhoff & Co
Ohio
$783K – – –
AWM
1939
Angeles Wealth Management
California
$782K -$142K -1,276 -13%
MG
1940
Mather Group
Illinois
$781K -$75.1K -677 -8%
HCM
1941
Harvey Capital Management
Florida
$781K -$5.55K -50 -0.6%
MWAM
1942
Manhattan West Asset Management
California
$779K +$126K +1,136 +16%
STAS
1943
Strong Tower Advisory Services
Minnesota
$778K +$7.99K +72 +0.9%
GSB
1944
Greenfield Savings Bank
Massachusetts
$777K +$913K +8,226 New
GG
1945
Gleason Group
Kentucky
$776K – – –
MSA
1946
Marino Stram & Associates
Massachusetts
$776K +$46.5K +419 +5%
WPC
1947
White Pine Capital
Minnesota
$775K -$51.3K -462 -5%
WWM
1948
Westwood Wealth Management
California
$774K -$394K -3,550 -30%
TF
1949
Tompkins Financial
New York
$770K +$140K +1,265 +18%
MCWS
1950
McKinley Carter Wealth Services
West Virginia
$769K +$16.6K +150 +2%
76 77
78
79 80