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Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
901
American National Bank & Trust
Texas
$146K – – –
CWM
902
Confluence Wealth Management
Oregon
$145K – – –
PI
903
Pettee Investors
Connecticut
$144K -$19.4K -1,600 -12%
BFG
904
Barber Financial Group
Kansas
$144K +$144K +11,850 New
PHAM
905
Palisades Hudson Asset Management
Florida
$143K – – –
TPW
906
Tiller Private Wealth
Pennsylvania
$143K +$10.6K +877 +8%
CWM
907
Cranbrook Wealth Management
Michigan
$142K -$36.5K -3,012 -20%
HCM
908
Howland Capital Management
Massachusetts
$142K -$11.3K -929 -7%
CB
909
Community Bank
New York
$141K -$27.2K -2,245 -16%
MCM
910
Manchester Capital Management
Vermont
$139K +$18.2K +1,500 +15%
CFA
911
Carroll Financial Associates
North Carolina
$138K -$16.9K -1,390 -11%
BB
912
Busey Bank
Illinois
$136K -$155K -12,758 -53%
ATC
913
Argent Trust Co
Tennessee
$136K -$63.2K -5,210 -32%
LNB
914
Ledyard National Bank
$135K -$44.6K -3,681 -25%
BW
915
Bison Wealth
Georgia
$135K -$3.4K -280 -2%
PPSG
916
Princeton Portfolio Strategies Group
New Jersey
$135K – – –
AW
917
ACG Wealth
Georgia
$134K +$1.21K +100 +0.9%
RCM
918
RB Capital Management
Nevada
$134K +$134K +11,026 New
CFP
919
Cornerstone Financial Partners
North Carolina
$133K -$58.1K -4,787 -30%
JWA
920
JFS Wealth Advisors
Pennsylvania
$133K +$182 +15 +0.1%
RG
921
Rathbones Group
United Kingdom
$133K +$12.1K +1,000 +10%
BFC
922
Blue Fin Capital
Rhode Island
$132K -$33.4K -2,750 -20%
WI
923
Wintrust Investments
Illinois
$132K +$132K +10,911 New
CCC
924
Chelsea Counsel Company
California
$130K +$130K +10,699 New
GW
925
GW & Wade
Massachusetts
$129K -$40.6K -3,351 -24%
35 36
37
38 39