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Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
801
Iowa State Bank
Iowa
$231K +$85.7K +6,000 +54%
CCS
802
Crosspoint Capital Strategies
California
$230K +$134K +9,355 +124%
FIM
803
Fernwood Investment Management
Massachusetts
$226K +$23.6K +1,650 +11%
CCWA
804
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$226K +$30.7K +2,150 +15%
HC
805
HHG & Company
Connecticut
$225K -$14.1K -990 -6%
CC
806
Capital Counsel
New York
$223K -$56.4K -3,950 -19%
PTC
807
Private Trust Company
Ohio
$223K +$236K +16,486 New
FB
808
Fulton Bank
Pennsylvania
$221K – – –
CSMF
809
Charles Stewart Mott Foundation
Michigan
$221K +$233K +16,282 New
SCA
810
Secor Capital Advisors
New York
$221K +$233K +16,298 New
EWM
811
Edge Wealth Management
New York
$220K -$5.48M -383,665 -96%
SIA
812
Starfire Investment Advisers
Michigan
$219K +$171 +12 +0.1%
SFM
813
Signature Financial Management
Virginia
$218K +$45.8K +3,205 +25%
WB
814
Webster Bank
Connecticut
$218K +$229K +16,052 New
HCM
815
Hollencrest Capital Management
California
$217K -$52.1K -3,648 -19%
CCM
816
Chickasaw Capital Management
Tennessee
$215K -$1.89M -132,205 -89%
RIM
817
Regent Investment Management
Kentucky
$215K -$6.79K -475 -3%
CFA
818
Carroll Financial Associates
North Carolina
$215K +$26.1K +1,828 +15%
FWP
819
FAS Wealth Partners
Kansas
$214K -$2.77K -194 -1%
CNBT
820
Canandaigua National Bank & Trust
New York
$213K -$27.3K -1,912 -11%
WA
821
WealthTrust Axiom
Pennsylvania
$213K +$14.3K +1,000 +7%
TIA
822
Tiemann Investment Advisors
California
$212K -$6.43K -450 -3%
ATC
823
Adirondack Trust Company
New York
$211K – – –
BOH
824
Bank of Hawaii
Hawaii
$209K -$6.2K -434 -3%
DCM
825
Donaldson Capital Management
Indiana
$207K +$218K +15,249 New
31 32
33
34 35