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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1701
Manchester Capital Management
Vermont
$275K – – –
PIM
1702
Platinum Investment Management
Australia
$275K – – –
LDB
1703
Lee, Danner & Bass
Tennessee
$275K +$3.74K +28 +1%
NFG
1704
Nations Financial Group
Iowa
$274K -$710K -5,313 -73%
BCM
1705
Bourgeon Capital Management
Connecticut
$274K -$93.5K -700 -27%
JCM
1706
Janney Capital Management
Pennsylvania
$274K -$2.67K -20 -1%
JWA
1707
JFS Wealth Advisors
Pennsylvania
$274K – – –
WPA
1708
West Paces Advisors
Georgia
$273K – – –
LK
1709
Lumbard & Kellner
New Hampshire
$273K +$257K +1,924 New
LIC
1710
Lodestar Investment Counsel
Illinois
$272K +$256K +1,915 New
BP
1711
BBR Partners
New York
$271K -$44.5K -333 -15%
EGM
1712
Engineers Gate Manager
New York
$270K +$254K +1,900 New
LFR
1713
Lehman Financial Resources
Pennsylvania
$269K +$254K +1,900 New
PC
1714
Pecaut & Co
Iowa
$267K -$16K -120 -6%
BCCM
1715
Bridge Creek Capital Management
Massachusetts
$267K -$5.34K -40 -2%
CAS
1716
Cue Advisory Services
Arizona
$265K – – –
DIA
1717
Denver Investment Advisors
Colorado
$264K -$2.06M -15,414 -89%
PFBT
1718
Parkside Financial Bank & Trust
Missouri
$259K +$29.9K +224 +14%
IT
1719
Independence Trust
Tennessee
$258K -$34.5K -258 -12%
PTC
1720
Provident Trust Company
Wisconsin
$257K – – –
ST
1721
Sentinel Trust
Texas
$257K – – –
FCMC
1722
Founders Capital Management (Connecticut)
Connecticut
$256K – – –
BWM
1723
Baystate Wealth Management
Massachusetts
$255K +$13.4K +100 +6%
SC
1724
SouthState Corp
Florida
$251K -$49.2K -368 -17%
UBWV
1725
United Bank (West Virginia)
West Virginia
$251K +$236K +1,763 New
67 68
69
70 71