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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1351
Consolidated Capital Management
California
$322K -$1.12K -40 -0.4%
BFS
1352
Bard Financial Services
Connecticut
$320K -$114K -4,050 -27%
AFM
1353
Andesa Financial Management
Pennsylvania
$320K +$33.7K +1,200 +12%
RMC
1354
Resources Management Corp
Connecticut
$318K -$149K -5,320 -33%
ESB
1355
Essex Savings Bank
Connecticut
$317K +$12.6K +450 +4%
DWM
1356
Dorchester Wealth Management
Quebec, Canada
$316K -$5.61K -200 -2%
SFS
1357
Stiles Financial Services
Minnesota
$316K -$7.01K -250 -2%
PCOC
1358
Power Corp of Canada
Canada
$316K – – –
SAM
1359
Secure Asset Management
Michigan
$315K +$300K +10,680 New
AA
1360
Ancora Advisors
Ohio
$314K -$49.4K -1,760 -14%
PFA
1361
Pure Financial Advisors
California
$313K +$298K +10,630 New
PTC
1362
Private Trust Company
Ohio
$313K +$16.8K +600 +6%
VT
1363
Vise Technologies
New York
$311K +$19.6K +700 +7%
SAM
1364
SignalPoint Asset Management
Missouri
$310K -$561 -20 -0.2%
CA
1365
Claar Advisors
New York
$310K -$8.19M -291,800 -97%
DA
1366
Doliver Advisors
Texas
$310K -$4.49K -160 -2%
CCM
1367
Condor Capital Management
New Jersey
$310K -$298K -10,630 -50%
EPA
1368
Element Pointe Advisors
Florida
$307K – – –
WPW
1369
Watershed Private Wealth
Illinois
$307K +$292K +10,400 New
DCM
1370
Donaldson Capital Management
Indiana
$306K -$18.8K -670 -6%
LWM
1371
Laidlaw Wealth Management
New York
$306K -$26.1K -930 -8%
GC
1372
Garde Capital
Washington
$305K -$198K -7,050 -41%
BFG
1373
Beacon Financial Group
Texas
$305K +$288K +10,280 New
HCM
1374
Howland Capital Management
Massachusetts
$305K – – –
SPIO
1375
Seven Post Investment Office
California
$304K – – –
53 54
55
56 57