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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1401
Caldwell Trust
Florida
$201K +$5.88K +25 +3%
CCMD
1402
Cypress Capital Management (Delaware)
Delaware
$201K – – –
WIA
1403
World Investment Advisors
California
$201K +$1.41K +6 +0.7%
ATC
1404
Adirondack Trust Company
New York
$201K +$51.7K +220 +34%
HL
1405
HeadInvest LLC
Maine
$200K -$3.52K -15 -2%
CFG
1406
CKW Financial Group
Hawaii
$199K +$43K +183 +26%
OC
1407
Oakworth Capital
Alabama
$198K -$11.7K -50 -6%
ZB
1408
Zions Bancorporation
Utah
$197K +$98.5K +419 +97%
DI
1409
Disciplined Investments
Oklahoma
$197K +$200K +852 New
PWMG
1410
Prestige Wealth Management Group
New Jersey
$195K +$153K +650 +337%
TC
1411
Tacita Capital
Ontario, Canada
$194K – – –
ED
1412
Exane Derivatives
France
$191K -$32K -136 -14%
SGA
1413
Seaport Global Advisors
Massachusetts
$191K -$431K -1,833 -69%
SWM
1414
Selective Wealth Management
Virginia
$187K – – –
MFC
1415
Mechanics Financial Corp
Ohio
$185K – – –
RBC
1416
Roble Belko & Company
Pennsylvania
$185K – – –
CYG
1417
Clean Yield Group
Vermont
$184K – – –
HBW
1418
Hazlett, Burt & Watson
West Virginia
$176K +$179K +760 New
EWM
1419
Evermay Wealth Management
Virginia
$175K +$21.4K +91 +14%
CIA
1420
Capital Impact Advisors
Massachusetts
$169K +$172K +732 New
FCA
1421
FinTrust Capital Advisors
South Carolina
$163K -$61.8K -263 -27%
HBT
1422
Hills Bank & Trust
Iowa
$162K -$15.3K -65 -9%
HA
1423
Herold Advisors
New York
$162K +$164K +700 New
LC
1424
Lindbrook Capital
California
$159K +$9.16K +39 +6%
CLOS
1425
Compagnie Lombard Odier SCmA
Switzerland
$157K -$51.7K -220 -25%
55 56
57
58 59