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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1926
Marino Stram & Associates
Massachusetts
$667K -$20.9K -218 -3%
BIM
1927
Baldwin Investment Management
Pennsylvania
$666K +$88.5K +925 +14%
PA
1928
PFG Advisors
Arizona
$666K +$52.9K +553 +8%
PG
1929
Proffitt & Goodson
Tennessee
$665K -$4.3K -45 -0.6%
MAM
1930
Milestone Asset Management
Pennsylvania
$663K +$600K +6,277 New
FAG
1931
Fortitude Advisory Group
Washington
$662K +$118K +1,230 +19%
IIM
1932
Ipswich Investment Management
Massachusetts
$662K -$28.3K -296 -4%
PGWM
1933
Parisi Gray Wealth Management
New Jersey
$661K -$3.54K -37 -0.5%
SFWC
1934
Strategic Family Wealth Counselors
New Jersey
$661K -$4.69K -49 -0.6%
AWCI
1935
Alpine Woods Capital Investors
New York
$660K +$324K +3,388 +80%
CWA
1936
Clarity Wealth Advisors
California
$659K +$26.1K +273 +4%
GSB
1937
Greenfield Savings Bank
Massachusetts
$656K -$21K -220 -3%
SL
1938
Sonnipe Ltd
Isle Of Man
$653K +$719K +7,514 New
DL
1939
DOHJ LLC
Washington
$653K +$8.7K +91 +1%
WCM
1940
Whitener Capital Management
North Carolina
$652K -$305K -3,188 -30%
BWM
1941
BCGM Wealth Management
Indiana
$652K +$21.5K +225 +3%
SC
1942
Saybrook Capital
North Carolina
$652K – – –
NF
1943
Nikulski Financial
Iowa
$651K -$323K -3,373 -31%
SWMP
1944
Signature Wealth Management Partners
New Jersey
$651K +$18.8K +197 +3%
CBTWT
1945
Community Bank & Trust (Waco, Texas)
Texas
$651K -$1.06M -11,121 -60%
SAM
1946
Secure Asset Management
Michigan
$651K +$212K +2,218 +42%
TA
1947
Tiedemann Advisors
New York
$650K +$44.5K +465 +7%
MTIC
1948
Missouri Trust & Investment Company
Missouri
$650K -$133K -1,390 -16%
AL
1949
Arnhold LLC
New York
$648K – – –
AFAS
1950
Acorn Financial Advisory Services
Virginia
$648K +$19.5K +204 +3%
76 77
78
79 80