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Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
1826
New Jersey Better Educational Savings Trust
New Jersey
$207K +$173K +4,700 New
SIC
1827
Samalin Investment Counsel
New York
$207K +$173K +4,700 New
BCA
1828
Bay Colony Advisors
Massachusetts
$206K -$59.7K -1,620 -26%
AFG
1829
Alterity Financial Group
Maine
$206K +$172K +4,680 New
CWM
1830
Cherrydale Wealth Management
New Jersey
$206K +$172K +4,680 New
VFG
1831
V2 Financial group
Illinois
$206K +$172K +4,680 New
VNA
1832
Valley National Advisers
Pennsylvania
$206K +$42.7K +1,160 +33%
P
1833
&Partners
Tennessee
$206K +$172K +4,670 New
SIMG
1834
Sonora Investment Management Group
Arizona
$206K +$172K +4,670 New
OWP
1835
Obermeyer Wealth Partners
Colorado
$205K +$171K +4,650 New
ST
1836
Smithfield Trust
Pennsylvania
$204K -$7.74K -210 -4%
BWM
1837
BlackDiamond Wealth Management
New York
$203K +$175K +4,750 New
WE
1838
Wealth Effects
Massachusetts
$203K +$169K +4,600 New
MSWM
1839
McGlone Suttner Wealth Management
Wisconsin
$202K +$169K +4,590 New
ZF
1840
Zhang Financial
Michigan
$202K +$169K +4,580 New
BBA
1841
Braun-Bostich & Associates
Pennsylvania
$201K +$168K +4,560 New
SGCA
1842
Steel Grove Capital Advisors
Tennessee
$201K +$168K +4,560 New
TAM
1843
Trillium Asset Management
Massachusetts
$200K +$167K +4,540 New
WTC
1844
WhitTier Trust Company
Nevada
$198K -$14.7K -400 -8%
JFGIW
1845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K -$25.8K -700 -14%
FMB
1846
Field & Main Bank
Kentucky
$196K -$25.8K -700 -14%
TCOV
1847
Trust Company of Vermont
Vermont
$195K -$3.68K -100 -2%
CTA
1848
Colonial Trust Advisors
South Carolina
$189K +$1.84K +50 +1%
WWM
1849
Wolff Wiese Magana
California
$187K – – –
DAM
1850
Delta Asset Management
Tennessee
$185K -$11.1K -300 -7%
72 73
74
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