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Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1301
Woodward Diversified Capital
California
$218K +$181K +4,043 New
BIAS
1302
Beacon Investment Advisory Services
New Jersey
$217K +$90.2K +2,013 +100%
SICM
1303
Sustainable Insight Capital Management
New York
$217K +$181K +4,033 New
NEPPG
1304
New England Professional Planning Group
Rhode Island
$216K -$2.96K -66 -2%
CYG
1305
Clean Yield Group
Vermont
$216K +$7.17K +160 +4%
LSAG
1306
Lake Street Advisors Group
New Hampshire
$216K +$41.8K +932 +30%
CCI
1307
Credit Capital Investments
New Jersey
$216K +$180K +4,013 New
CT
1308
Caldwell Trust
Florida
$215K – – –
OAM
1309
Oak Asset Management
California
$215K -$17.1K -381 -9%
BRM
1310
Boston Research & Management
Massachusetts
$215K – – –
ECG
1311
Edge Capital Group
Georgia
$213K -$18.1K -405 -9%
ARM
1312
Adirondack Research & Management
New York
$213K -$179 -4 -0.1%
NFG
1313
Nations Financial Group
Iowa
$213K +$2.24K +50 +1%
PCP
1314
Proficio Capital Partners
Massachusetts
$213K +$56.3K +1,256 +46%
BTWM
1315
Baker Tilly Wealth Management
Wisconsin
$213K +$177K +3,949 New
VFM
1316
Vivid Financial Management
California
$212K +$1.88K +42 +1%
HTHT
1317
Hemenway Trust Hemenway Trust
New Hampshire
$211K -$98.1K -2,190 -36%
KWMG
1318
King Wealth Management Group
Florida
$211K – – –
SFG
1319
SageGuard Financial Group
Tennessee
$211K +$176K +3,939 New
CCM
1320
Chilton Capital Management
Texas
$210K -$36.8K -821 -17%
FB
1321
Fulton Bank
Pennsylvania
$210K +$2.69K +60 +2%
PA
1322
PFG Advisors
Arizona
$209K – – –
CFS
1323
CRA Financial Services
New Jersey
$208K +$2.73K +61 +2%
GIP
1324
Greatmark Investment Partners
Georgia
$207K -$32.4K -723 -16%
CAM
1325
Close Asset Management
United Kingdom
$207K – – –
51 52
53
54 55