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Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
1201
Smith Anglin Financial
Texas
$305K -$12.9K -193 -4%
HR
1202
Hardy Reed
Mississippi
$305K +$5.47K +82 +2%
LDB
1203
Lee, Danner & Bass
Tennessee
$305K +$18.3K +275 +6%
BONH
1204
Bank of New Hampshire
New Hampshire
$305K +$303K +4,540 New
WMA
1205
Wealth Management Associates
New Jersey
$304K – – –
CAAS
1206
Capital Asset Advisory Services
Michigan
$303K -$15.2K -228 -5%
BCWM
1207
Bartlett & Co Wealth Management
Ohio
$302K -$151K -2,267 -33%
BC
1208
Bartlett & Co
Ohio
$302K -$151K -2,267 -33%
AAM
1209
Auxier Asset Management
Oregon
$302K – – –
WFA
1210
Wade Financial Advisory
California
$302K +$7.27K +109 +2%
HTHT
1211
Hemenway Trust Hemenway Trust
New Hampshire
$302K +$46.8K +702 +18%
WOSD
1212
WFA of San Diego
California
$301K -$4.74K -71 -2%
PMFA
1213
Plante Moran Financial Advisors
Michigan
$300K -$61K -915 -17%
CANC
1214
Culbertson A N & Co
Virginia
$300K -$734 -11 -0.2%
SFG
1215
Summit Financial Group
West Virginia
$300K +$15.9K +238 +6%
EWM
1216
Empirical Wealth Management
Washington
$300K +$158K +2,374 +113%
NA
1217
Nottingham Advisors
New York
$299K – – –
ST
1218
Sabal Trust
Florida
$298K +$13.4K +201 +5%
SWMG
1219
Strategic Wealth Management Group
Maryland
$297K -$28.1K -421 -9%
HFS
1220
Hantz Financial Services
Michigan
$297K -$4.74K -71 -2%
MBTD
1221
Mechanics Bank - Trust Department
California
$297K – – –
GWM
1222
Greenwich Wealth Management
Connecticut
$297K +$127K +1,904 +75%
CT
1223
Caldwell Trust
Florida
$297K +$28.2K +422 +11%
DC
1224
Derby & Company
Massachusetts
$295K – – –
PWW
1225
Pettyjohn Wood & White
Virginia
$295K – – –
47 48
49
50 51