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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1801
Occidental Asset Management
California
$518K +$74.5K +515 +17%
NED
1802
Nancy E. Dempze
$517K -$1.59K -11 -0.3%
FWP
1803
FAS Wealth Partners
Kansas
$517K +$17.9K +124 +4%
AWA
1804
AmeriServ Wealth Advisors
Pennsylvania
$514K -$22K -152 -4%
FAM
1805
Fenimore Asset Management
New York
$514K +$29.1K +201 +6%
HCM
1806
Hilton Capital Management
New York
$514K +$521K +3,598 New
HJA
1807
Hugh Johnson Advisors
New York
$508K -$11.4K -79 -2%
BFPW
1808
BOK Financial Private Wealth
Colorado
$505K -$93.1K -643 -15%
IA
1809
Independence Advisors
Pennsylvania
$501K -$26.1K -180 -5%
HPWM
1810
Highland Private Wealth Management
Washington
$499K -$25.8K -178 -5%
LK
1811
Lumbard & Kellner
New Hampshire
$498K – – –
GA
1812
Greytown Advisors
Florida
$497K +$232K +1,600 +85%
CCM
1813
Canal Capital Management
Virginia
$496K -$48.5K -335 -9%
CWM
1814
Cabot Wealth Management
Massachusetts
$496K +$145 +1 +0%
UAM
1815
UAS Asset Management
New York
$495K -$8.85M -61,141 -95%
HS
1816
Huntington Steele
Pennsylvania
$495K +$4.92K +34 +1%
SIC
1817
Sigma Investment Counselors
Michigan
$494K -$2.25M -15,554 -82%
AWMG
1818
Alliance Wealth Management Group
New Jersey
$491K +$35.5K +245 +8%
CG
1819
CFO4Life Group
Texas
$490K +$497K +3,434 New
ACM
1820
Alta Capital Management
Utah
$487K -$16.9K -117 -3%
SMH
1821
Sanders Morris Harris
Texas
$486K -$23.4K -162 -5%
FI
1822
FormulaFolio Investments
Michigan
$486K +$107K +739 +28%
AIM
1823
Allen Investment Management
New York
$484K +$110K +758 +29%
NVIM
1824
New Vernon Investment Management
Illinois
$482K -$111K -764 -18%
PCMC
1825
Paragon Capital Management (Colorado)
Colorado
$482K +$489K +3,377 New
71 72
73
74 75