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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1651
Baystate Wealth Management
Massachusetts
$224K +$17.3K +381 +8%
JWM
1652
Jacobus Wealth Management
Wisconsin
$223K -$2.96K -65 -1%
WIP
1653
Wellesley Investment Partners
Massachusetts
$223K +$5.91K +130 +3%
MAS
1654
Managed Account Services
Florida
$222K +$136 +3 +0.1%
SCG
1655
Sonata Capital Group
Washington
$221K – – –
SICM
1656
Sustainable Insight Capital Management
New York
$221K – – –
FTI
1657
Fiduciary Trust International
Massachusetts
$221K +$14.5K +319 +7%
IWA
1658
IBEX Wealth Advisors
New Jersey
$219K -$161K -3,549 -42%
WPP
1659
Whalerock Point Partners
Rhode Island
$219K -$4.55K -100 -2%
ANB
1660
Amarillo National Bank
Texas
$219K -$1.68K -37 -0.8%
WPA
1661
Winning Points Advisors
Florida
$219K – – –
LJHT
1662
Laurie J. Hall Trustee
$218K – – –
MC
1663
Mathes Company
New York
$217K – – –
CWP
1664
Capital Wealth Planning
Florida
$216K -$278K -6,114 -56%
SAM
1665
Security Asset Management
New York
$216K – – –
SA
1666
SRH Advisors
Kansas
$216K – – –
VSWA
1667
Vontobel Swiss Wealth Advisors
Switzerland
$216K +$218K +4,800 New
EI
1668
EDMP Inc
Florida
$214K – – –
FM
1669
Foster & Motley
Ohio
$213K -$51.4K -1,130 -19%
MWM
1670
MinichMacGregor Wealth Management
New York
$213K +$10.3K +226 +5%
IP
1671
Intellectus Partners
California
$212K – – –
QAM
1672
QCI Asset Management
New York
$210K -$16.8K -370 -7%
BBNB
1673
Baker Boyer National Bank
Washington
$210K – – –
CCM
1674
Canal Capital Management
Virginia
$210K +$864 +19 +0.4%
OAM
1675
Occidental Asset Management
California
$209K – – –
65 66
67
68 69