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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
TBT
1301
Texas Bank & Trust
Texas
$4.26M +$4.19M +8,099 New
BG
1302
Bahl & Gaynor
Ohio
$4.25M -$79.7K -154 -2%
JWM
1303
JPL Wealth Management
Colorado
$4.24M +$4.17M +8,055 New
BCM
1304
Brookstone Capital Management
Illinois
$4.24M -$178K -344 -4%
GSB
1305
Greenfield Savings Bank
Massachusetts
$4.23M -$62.1K -120 -1%
IC
1306
Inkwell Capital
Florida
$4.22M +$4.15M +8,022 New
ST
1307
Smithfield Trust
Pennsylvania
$4.22M +$160K +310 +4%
PBT
1308
Pictet Bank & Trust
Bahamas
$4.21M – – –
CST
1309
Charles Schwab Trust
Nevada
$4.2M +$94.2K +182 +2%
VPI
1310
Value Partners Investments
Manitoba, Canada
$4.19M -$49.2K -95 -1%
RCAG
1311
Rehmann Capital Advisory Group
Michigan
$4.19M +$14K +27 +0.3%
FBT
1312
First Bank & Trust
South Dakota
$4.18M +$64.7K +125 +2%
GA
1313
Geller Advisors
New York
$4.17M -$18.6K -36 -0.5%
BOC
1314
Barbara Oil Co
Illinois
$4.15M – – –
SS
1315
SBI Securities
Japan
$4.13M +$4.06M +7,847 New
PAM
1316
Peak Asset Management
Colorado
$4.12M -$39.9K -77 -1%
RWM
1317
Rockline Wealth Management
New York
$4.12M +$133K +256 +3%
GWMR
1318
GC Wealth Management RIA
Massachusetts
$4.11M +$429K +829 +12%
BPC
1319
Bearing Point Capital
Minnesota
$4.11M +$4.04M +7,807 New
WPW
1320
Waldron Private Wealth
Pennsylvania
$4.09M +$136K +262 +3%
DWP
1321
Daymark Wealth Partners
Ohio
$4.09M -$169K -327 -4%
GTAM
1322
Global Trust Asset Management
Florida
$4.08M +$5.18K +10 +0.1%
WJWM
1323
Williams Jones Wealth Management
New York
$4.06M -$1.1M -2,121 -22%
HFRG
1324
Houlihan Financial Resource Group
Virginia
$4.06M -$135K -261 -3%
CGL
1325
Clarius Group LLC
Washington
$4.04M -$1.36M -2,633 -26%
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