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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1401
Prossimo Advisors
California
$205K +$196K +537 New
HFM
1402
Harvest Fund Management
China
$204K – – –
FOA
1403
Five Oceans Advisors
California
$204K +$195K +535 New
MPI
1404
Mairs & Power Inc
Minnesota
$203K +$194K +532 New
FTA
1405
Financial & Tax Architects
Missouri
$202K +$193K +529 New
MWM
1406
Maltin Wealth Management
New Jersey
$201K +$193K +529 New
MCM
1407
Mainstay Capital Management
Michigan
$200K +$192K +526 New
MAM
1408
Montchanin Asset Management
Delaware
$200K +$192K +525 New
RTC
1409
Riverview Trust Company
Washington
$200K -$168K -460 -47%
GCM
1410
Gables Capital Management
Florida
$194K – – –
CB
1411
CNB Bank
Pennsylvania
$191K +$183K +500 New
CWC
1412
Carolinas Wealth Consulting
North Carolina
$190K -$17.2K -47 -0.1%
PCFFS
1413
Pacific Center for Financial Services
California
$181K – – –
SWA
1414
SOA Wealth Advisors
New York
$179K – – –
TFP
1415
Tilia Fiduciary Partners
North Carolina
$178K -$8.03K -22 -4%
SSB
1416
Sandy Spring Bank
Maryland
$176K +$12.8K +35 +8%
BCMLT
1417
Beacon Capital Management LLC (Tennessee)
Tennessee
$173K +$44.2K +121 +36%
TF
1418
Tompkins Financial
New York
$172K +$165K +451 New
SS
1419
Sunbelt Securities
Texas
$166K +$1.46K +4 +0.9%
CA
1420
Centerpoint Advisors
Massachusetts
$162K – – –
IUHSA
1421
Itau Unibanco Holding S.A.
Brazil
$160K +$153K +419 New
PO
1422
Private Ocean
California
$157K +$66.5K +182 +79%
CAL
1423
Capital Advisors Ltd
Ohio
$156K +$47.8K +131 +47%
FA
1424
Fiduciary Alliance
South Carolina
$154K +$148K +404 New
PIAS
1425
PCA Investment Advisory Services
Ohio
$151K +$144K +395 New
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