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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Evermay Wealth Management
Virginia
$170K – – –
PK
1202
Pflug Koory
Nebraska
$164K – – –
ABLA
1203
Alan B. Lancz & Associates
Ohio
$162K – – –
BLC
1204
Brown, Lisle/Cummings
Rhode Island
$159K – – –
CSPAM
1205
Cary Street Partners Asset Management
Virginia
$158K +$168K +585 New
WTA
1206
Washington Trust Advisors
Massachusetts
$154K -$50K -174 -23%
HIA
1207
Harbor Investment Advisory
Maryland
$151K -$1.15K -4 -0.7%
GWS
1208
Glassman Wealth Services
Virginia
$145K +$36.2K +126 +31%
MCC
1209
Money Concepts Capital
Florida
$144K +$65.8K +229 +75%
TWM
1210
Tradition Wealth Management
Minnesota
$138K +$107K +374 +269%
CB
1211
CNB Bank
Pennsylvania
$135K +$140K +488 +4,067%
PAM
1212
Paradigm Asset Management
New York
$134K – – –
TFP
1213
Tilia Fiduciary Partners
North Carolina
$133K – – –
GCM
1214
Gables Capital Management
Florida
$132K – – –
PCFFS
1215
Pacific Center for Financial Services
California
$128K – – –
SWA
1216
SOA Wealth Advisors
New York
$126K – – –
TF
1217
Tompkins Financial
New York
$122K – – –
SSB
1218
Sandy Spring Bank
Maryland
$119K +$123K +429 +4,290%
GWM
1219
Geneos Wealth Management
Colorado
$117K -$582K -2,028 -82%
CA
1220
Centerpoint Advisors
Massachusetts
$114K – – –
ZIG
1221
Zullo Investment Group
Pennsylvania
$113K -$16.9K -59 -12%
BCM
1222
Blume Capital Management
California
$111K – – –
SC
1223
Solstein Capital
California
$108K +$58.6K +204 +104%
CCA
1224
Catalyst Capital Advisors
New York
$107K -$21.3K -74 -16%
MRC
1225
Millburn Ridgefield Corp
New York
$107K -$21.3K -74 -16%