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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1926
Penobscot Investment Management
Massachusetts
$1.5M +$1.51M +5,010 New
BCM
1927
Boltwood Capital Management
California
$1.5M -$67.8K -225 -4%
QFA
1928
Quattro Financial Advisors
Texas
$1.5M -$434K -1,441 -22%
AC
1929
Aristides Capital
Kentucky
$1.5M -$271K -900 -15%
WFM
1930
Wolff Financial Management
Michigan
$1.5M – – –
WA
1931
Waverly Advisors
Alabama
$1.5M +$534K +1,772 +55%
SIP
1932
Stoneridge Investment Partners
Pennsylvania
$1.49M -$7.83K -26 -0.5%
SDAM
1933
Shulman DeMeo Asset Management
New York
$1.49M -$142K -472 -9%
VC
1934
Vicus Capital
Pennsylvania
$1.49M +$578K +1,919 +63%
PWG
1935
Portside Wealth Group
Utah
$1.49M +$211K +700 +16%
NGA
1936
Naples Global Advisors
Florida
$1.48M -$57.2K -190 -4%
MSFS
1937
Main Street Financial Solutions
Pennsylvania
$1.48M -$168K -558 -10%
RMA
1938
Roffman Miller Associates
Pennsylvania
$1.48M -$142K -471 -9%
APW
1939
Aurora Private Wealth
New Jersey
$1.48M -$3.92K -13 -0.3%
EC
1940
Estate Counselors
Wisconsin
$1.48M -$12.1K -40 -0.8%
LIM
1941
Leavell Investment Management
Alabama
$1.47M +$682K +2,265 +86%
FA
1942
Fountainhead AM
New Jersey
$1.47M -$72K -239 -5%
BTW
1943
Boston Trust Walden
Massachusetts
$1.47M -$15.1K -50 -1%
HIC
1944
Holderness Investments Company
North Carolina
$1.47M +$45.2K +150 +3%
PCS
1945
Personal CFO Solutions
New Jersey
$1.47M -$161K -536 -10%
ST
1946
Smithfield Trust
Pennsylvania
$1.47M +$5.12K +17 +0.4%
BMC
1947
Benin Management Corp
Connecticut
$1.47M -$30.1K -100 -2%
HG
1948
Herbst Group
Connecticut
$1.47M +$1.47M +4,885 New
AWM
1949
Angeles Wealth Management
California
$1.47M +$211K +701 +17%
NFSG
1950
Newbridge Financial Services Group
Florida
$1.46M +$133K +443 +10%
76 77
78
79 80