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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
851
Whitney & Co
New York
$525K – – –
SCM
852
Stonebridge Capital Management
California
$525K +$1.71K +50 +0.4%
BWM
853
Baystate Wealth Management
Massachusetts
$521K +$79.8K +2,340 +23%
AA
854
Ancora Advisors
Ohio
$520K -$36.5K -1,070 -7%
AGA
855
Accuvest Global Advisors
Utah
$520K +$447K +13,100 +6,895%
ZF
856
Zhang Financial
Michigan
$517K – – –
TC
857
Trilogy Capital
California
$516K +$30.3K +890 +7%
BL
858
BFSG LLC
California
$513K -$28.6K -840 -6%
KM
859
Kalos Management
Georgia
$508K +$584K +17,130 New
MCM
860
Maryland Capital Management
Maryland
$507K – – –
CPSAC
861
Chas P. Smith & Associates (CPS)
Florida
$501K +$22.2K +650 +5%
FFA
862
Fragasso Financial Advisors
Pennsylvania
$498K -$17.7K -520 -4%
MA
863
Mutual Advisors
Nebraska
$496K -$30.7K -900 -7%
GCM
864
Gladius Capital Management
Illinois
$496K +$432K +12,680 New
CG
865
Caprock Group
Idaho
$494K +$64.1K +1,880 +18%
SQA
866
Simon Quick Advisors
New Jersey
$489K -$426K -12,500 -50%
EWM
867
Evercore Wealth Management
New York
$489K -$102K -3,000 -19%
PWA
868
Providence Wealth Advisors
Illinois
$489K – – –
SBWIC
869
Schaper Benz & Wise Investment Counsel
Wisconsin
$489K – – –
SHCM
870
Stokes & Hubbell Capital Management
Louisiana
$488K – – –
BP
871
Ballentine Partners
Massachusetts
$486K +$9.2K +270 +2%
PCM
872
Parsons Capital Management
Rhode Island
$485K +$2.04K +60 +0.5%
AFNAS
873
American Financial Network Advisory Services
California
$484K -$2.39K -70 -6%
HWA
874
Heritage Wealth Advisors
Virginia
$483K – – –
FWP
875
FAS Wealth Partners
Kansas
$483K +$138K +4,050 +49%
33 34
35
36 37