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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1701
Crestwood Advisors Group
Massachusetts
$236K +$3.53K +23 +2%
ACM
1702
AlphaStar Capital Management
North Carolina
$234K +$219K +1,428 New
MC
1703
Matisse Capital
Oregon
$234K +$219K +1,428 New
WS
1704
Wela Strategies
Georgia
$232K – – –
VST
1705
Van Strum & Towne
California
$230K – – –
HAIM
1706
Hunter Associates Investment Management
Pennsylvania
$229K -$30.7K -200 -13%
CW
1707
Cobiz Wealth
Colorado
$228K -$11.8K -77 -5%
VV
1708
Verity & Verity
South Carolina
$228K – – –
TRCT
1709
Tower Research Capital (TRC)
New York
$227K -$1.24M -8,074 -85%
CFA
1710
Capstone Financial Advisors
Illinois
$226K – – –
FWP
1711
FAS Wealth Partners
Kansas
$225K – – –
JSA
1712
Jacobson & Schmitt Advisors
Wisconsin
$225K – – –
VCM
1713
Vivaldi Capital Management
Illinois
$225K +$4.29K +28 +2%
LC
1714
LCNB Corp
Ohio
$225K +$211K +1,377 New
SAM
1715
Summit Asset Management
Tennessee
$225K +$211K +1,377 New
AGM
1716
Alpine Global Management
New York
$224K +$210K +1,372 New
QAM
1717
QCI Asset Management
New York
$223K -$14.6K -95 -7%
KLWA
1718
Kelly Lawrence W & Associates
California
$223K – – –
PFO
1719
Pathstone Family Office
New Jersey
$221K -$384K -2,505 -65%
BWP
1720
Baldwin Wealth Partners
Massachusetts
$221K – – –
KTC
1721
Kistler-Tiffany Companies
Pennsylvania
$221K – – –
SCM
1722
Stonehearth Capital Management
Massachusetts
$221K – – –
NBC
1723
Neuberger Berman Canada
Ontario, Canada
$221K +$207K +1,352 New
FUBT
1724
First United Bank & Trust
Maryland
$220K – – –
ANB
1725
Amarillo National Bank
Texas
$219K +$205K +1,336 New
67 68
69
70 71