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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1151
Quattro Financial Advisors
Texas
$454K – – –
LC
1152
LCNB Corp
Ohio
$454K -$32.3K -1,477 -7%
CAAS
1153
Capital Asset Advisory Services
Michigan
$453K -$1.7M -77,883 -79%
JWM
1154
Jeppson Wealth Management
California
$451K +$87.3K +3,990 +25%
BPC
1155
Banque Pictet & Cie
Switzerland
$451K +$437K +19,957 New
VCP
1156
Vista Capital Partners
Oregon
$450K -$18.8K -861 -4%
HWM
1157
Hohimer Wealth Management
Washington
$449K +$120K +5,500 +39%
SWK
1158
Stephen W. Kidder
$448K -$21.9K -1,000 -5%
SCM
1159
Sterling Capital Management
North Carolina
$448K +$16.7K +762 +4%
SJIM
1160
St. Johns Investment Management
Florida
$447K -$175K -8,018 -29%
FB
1161
Fulton Bank
Pennsylvania
$446K -$366K -16,722 -46%
PA
1162
Procyon Advisors
Connecticut
$444K -$80.4K -3,673 -16%
LA
1163
Lynch & Associates
Indiana
$444K -$74.4K -3,400 -15%
TCA
1164
Transcend Capital Advisors
New Jersey
$444K +$14.1K +645 +3%
CT
1165
Caldwell Trust
Florida
$443K -$165K -7,538 -28%
PCM
1166
Parsons Capital Management
Rhode Island
$441K -$70.3K -3,212 -14%
PGA
1167
Portland Global Advisors
Maine
$441K – – –
ACL
1168
Applied Capital LLC
Florida
$440K -$4.92K -225 -1%
HIP
1169
HUB Investment Partners
Texas
$439K -$100K -4,580 -19%
IIC
1170
Ironwood Investment Counsel
Arizona
$437K +$78.2K +3,575 +23%
SLI
1171
Sumitomo Life Insurance
Japan
$436K -$4.29K -196 -1%
CSI
1172
Clark & Stuart Inc
Maine
$435K -$547 -25 -0.1%
MFA
1173
Mayflower Financial Advisors
Massachusetts
$434K +$88 +4 +0%
CI
1174
CX Institutional
Indiana
$433K +$250K +11,405 +149%
GL
1175
Graypoint LLC
New York
$432K +$138K +6,289 +49%
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