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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1101
Presilium Private Wealth
Pennsylvania
$348K – – –
WF
1102
Welch & Forbes
Massachusetts
$344K -$19.6K -445 -5%
ITIM
1103
Indiana Trust & Investment Management
Indiana
$344K -$3.3K -75 -0.9%
V
1104
VeraBank
Texas
$343K -$84.5K -1,922 -19%
XWM
1105
Xcel Wealth Management
Florida
$342K +$121K +2,751 +49%
PHS
1106
Pekin Hardy Strauss
Illinois
$342K -$12.1K -275 -3%
AIA
1107
AssuredPartners Investment Advisors
Florida
$341K +$37.3K +847 +11%
BSC
1108
Brown Shipley & Co
United Kingdom
$340K -$22.7K -517 -6%
FIA
1109
FNY Investment Advisers
New York
$339K -$88.2K -2,005 -20%
FAM
1110
Formidable Asset Management
Ohio
$337K -$259K -5,883 -48%
CCIA
1111
Campbell & Co Investment Adviser
Maryland
$336K +$360K +8,194 New
AP
1112
Advisortrust Partners
North Carolina
$334K +$358K +8,137 New
CHC
1113
City Holding Co
West Virginia
$332K -$46.6K -1,060 -12%
BIM
1114
Baldwin Investment Management
Pennsylvania
$332K -$596K -13,550 -63%
PIP
1115
Peachtree Investment Partners
Florida
$331K -$53.8K -1,224 -13%
CHJWM
1116
Carlton Hofferkamp & Jenks Wealth Management
Texas
$331K -$13.1K -297 -4%
SCM
1117
Shelton Capital Management
Colorado
$331K -$972K -22,097 -73%
WPC
1118
Wedmont Private Capital
Pennsylvania
$331K +$75.2K +1,710 +30%
DSC
1119
Duncker Streett & Co
Missouri
$330K -$99.5K -2,263 -22%
LCM
1120
Lazari Capital Management
California
$330K +$138K +3,133 +64%
AIM
1121
Aigen Investment Management
New York
$329K +$353K +8,018 New
DT
1122
DV Trading
Illinois
$328K +$164K +3,728 +87%
CP
1123
Camelot Portfolios
Ohio
$328K +$9.19K +209 +3%
PIFP
1124
Partners in Financial Planning
Virginia
$327K – – –
PA
1125
Procyon Advisors
Connecticut
$326K +$17.9K +408 +5%
43 44
45
46 47