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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1351
Bard Financial Services
Connecticut
$320K -$114K -4,050 -27%
AFM
1352
Andesa Financial Management
Pennsylvania
$320K +$33.7K +1,200 +12%
RMC
1353
Resources Management Corp
Connecticut
$318K -$149K -5,320 -33%
ESB
1354
Essex Savings Bank
Connecticut
$317K +$12.6K +450 +4%
DWM
1355
Dorchester Wealth Management
Quebec, Canada
$316K -$5.61K -200 -2%
SFS
1356
Stiles Financial Services
Minnesota
$316K -$7.01K -250 -2%
PCOC
1357
Power Corp of Canada
Canada
$316K – – –
SAM
1358
Secure Asset Management
Michigan
$315K +$300K +10,680 New
AA
1359
Ancora Advisors
Ohio
$314K -$49.4K -1,760 -14%
PFA
1360
Pure Financial Advisors
California
$313K +$298K +10,630 New
PTC
1361
Private Trust Company
Ohio
$313K +$16.8K +600 +6%
VT
1362
Vise Technologies
New York
$311K +$19.6K +700 +7%
SAM
1363
SignalPoint Asset Management
Missouri
$310K -$561 -20 -0.2%
CA
1364
Claar Advisors
New York
$310K -$8.19M -291,800 -97%
DA
1365
Doliver Advisors
Texas
$310K -$4.49K -160 -2%
CCM
1366
Condor Capital Management
New Jersey
$310K -$298K -10,630 -50%
EPA
1367
Element Pointe Advisors
Florida
$307K – – –
WPW
1368
Watershed Private Wealth
Illinois
$307K +$292K +10,400 New
DCM
1369
Donaldson Capital Management
Indiana
$306K -$18.8K -670 -6%
LWM
1370
Laidlaw Wealth Management
New York
$306K -$26.1K -930 -8%
GC
1371
Garde Capital
Washington
$305K -$198K -7,050 -41%
BFG
1372
Beacon Financial Group
Texas
$305K +$288K +10,280 New
HCM
1373
Howland Capital Management
Massachusetts
$305K – – –
SPIO
1374
Seven Post Investment Office
California
$304K – – –
AAP
1375
Arax Advisory Partners
Colorado
$303K +$61.4K +2,190 +27%
53 54
55
56 57