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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1201
Great Diamond Partners
Maine
$130K +$1.07K +33 +0.8%
CAW
1202
Cornerstone Advisors (Washington)
Washington
$130K +$15.5K +476 +13%
CANC
1203
Culbertson A N & Co
Virginia
$129K -$36.2K -1,115 -21%
RG
1204
Rikoon Group
New Mexico
$129K +$4.97K +153 +4%
WTB
1205
Washington Trust Bank
Washington
$128K -$32.6K -1,003 -20%
SWK
1206
Stephen W. Kidder
$128K -$13K -401 -9%
PWM
1207
PBMares Wealth Management
Virginia
$128K +$195 +6 +0.1%
PAS
1208
Park Avenue Securities
New York
$128K +$33.8K +1,039 +34%
BFG
1209
Bouchey Financial Group
New York
$127K -$19K -585 -13%
UF
1210
Univest Financial
Pennsylvania
$127K – – –
NA
1211
Nottingham Advisors
New York
$127K +$2.96K +91 +2%
RCS
1212
Retirement Capital Strategies
California
$127K +$41.4K +1,275 +59%
XF
1213
XML Financial
Maryland
$126K -$60.3K -1,856 -31%
SVWAG
1214
Sound View Wealth Advisors Group
Georgia
$126K +$12.8K +393 +11%
ARG
1215
Advisory Resource Group
Oklahoma
$125K – – –
MAM
1216
Morse Asset Management
Connecticut
$125K – – –
BAM
1217
Bellevue Asset Management
Washington
$125K +$26.1K +803 +25%
CT
1218
Caldwell Trust
Florida
$124K -$27.1K -834 -17%
CA
1219
Calton & Associates
Florida
$124K -$119K -3,676 -48%
DCM
1220
Donaldson Capital Management
Indiana
$124K -$5.66K -174 -4%
BRM
1221
Boston Research & Management
Massachusetts
$124K -$2.31K -71 -2%
DAC
1222
Dividend Assets Capital
South Carolina
$124K -$358 -11 -0.3%
CGA
1223
Crescent Grove Advisors
Illinois
$124K – – –
LK
1224
Lumbard & Kellner
New Hampshire
$124K – – –
AG
1225
AlphaSimPlex Group
Massachusetts
$123K -$406K -12,486 -76%
47 48
49
50 51