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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2226
Klingman & Associates
New York
$396K -$79.6K -411 -18%
LWM
2227
Lenox Wealth Management
Ohio
$396K +$64.3K +332 +21%
VWA
2228
Visionary Wealth Advisors
Illinois
$396K +$374K +1,929 New
11A
2229
10-15 Associates
New York
$395K -$10.7K -55 -3%
CI
2230
Cavalier Investments
Georgia
$395K – – –
TF
2231
Tompkins Financial
New York
$395K – – –
AIC
2232
Argus Investors Counsel
New York
$394K +$26.1K +135 +8%
CCIA
2233
Campbell & Co Investment Adviser
Maryland
$394K +$372K +1,921 New
KWMG
2234
King Wealth Management Group
Florida
$392K -$28.1K -145 -7%
PM
2235
Penbrook Management
New York
$390K – – –
BIM
2236
Bridgecreek Investment Management
Oklahoma
$390K +$19.4K +100 +6%
MS
2237
Madden Securities
Texas
$390K +$367K +1,895 New
DACG
2238
Donor Advised Charitable Giving
California
$389K -$128K -660 -26%
DWA
2239
Dougherty Wealth Advisers
Minnesota
$389K – – –
HTHT
2240
Hemenway Trust Hemenway Trust
New Hampshire
$388K +$968 +5 +0.3%
CWM
2241
Connecticut Wealth Management
Connecticut
$386K +$38.7K +200 +12%
CAI
2242
Capital Advisors Inc
Oklahoma
$386K +$98.8K +510 +37%
KCPG
2243
Kavar Capital Partners Group
Kansas
$383K -$52.7K -272 -13%
PAM
2244
Peak Asset Management
Colorado
$382K +$22.9K +118 +7%
BWP
2245
BSW Wealth Partners
Colorado
$382K +$49.2K +254 +16%
BHTS
2246
Bar Harbor Trust Services
Maine
$381K +$359K +1,856 New
PW
2247
Peninsula Wealth
California
$379K – – –
ACM
2248
Anfield Capital Management
California
$379K +$350K +1,805 New
WCA
2249
Westover Capital Advisors
Delaware
$376K -$73.6K -380 -17%
LFG
2250
Larson Financial Group
Missouri
$376K -$1.55K -8 -0.4%
88 89
90
91 92