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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1101
Hartford Financial Management
Connecticut
$205K +$4.49K +150 +2%
TCM
1102
Tufton Capital Management
Maryland
$204K – – –
ATFA
1103
All Terrain Financial Advisors
Minnesota
$203K -$59.9K -2,000 -21%
LW
1104
Linscomb Wealth
Texas
$203K -$12K -400 -5%
CDH
1105
Charles D. Hyman
$202K – – –
GIM
1106
Guild Investment Management
California
$201K – – –
ATC
1107
Argent Trust Co
Tennessee
$200K +$8.98K +300 +4%
CBOA
1108
Commonwealth Bank of Australia
Australia
$199K +$20.6K +690 +10%
WAP
1109
Wealthcare Advisory Partners
Pennsylvania
$198K -$16.5K -550 -7%
CT
1110
Clearstead Trust
Maine
$195K +$217K +7,250 +24,167%
RFA
1111
Reilly Financial Advisors
California
$190K +$10.5K +350 +5%
CCM
1112
Cribstone Capital Management
Maine
$190K +$126K +4,200 +144%
NSIM
1113
North Star Investment Management
Illinois
$188K +$120K +4,000 +132%
BCA
1114
Berman Capital Advisors
Georgia
$185K -$154K -5,160 -42%
OFS
1115
Orrstown Financial Services
Pennsylvania
$183K +$204K +6,830 New
ALAM
1116
Asahi Life Asset Management
Japan
$181K +$202K +6,750 New
SQA
1117
Simon Quick Advisors
New Jersey
$179K +$599 +20 +0.3%
SIS
1118
Sound Income Strategies
Florida
$177K -$4.49K -150 -2%
JA
1119
JOYN Advisors
Georgia
$172K -$15.3K -510 -7%
ATC
1120
Adirondack Trust Company
New York
$170K +$16.5K +550 +9%
GI
1121
Gradient Investments
Minnesota
$168K -$115K -3,850 -38%
PCG
1122
Private Capital Group
Connecticut
$167K -$43.1K -1,440 -19%
MUS
1123
Mitsubishi UFJ Securities
Japan
$166K – – –
FTI
1124
Fiduciary Trust International
Massachusetts
$166K +$186K +6,220 New
LWM
1125
Lenox Wealth Management
Ohio
$165K +$41.6K +1,390 +29%
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