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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1101
Kingfisher Capital
North Carolina
$210K +$250K +2,775 New
MC
1102
Mathes Company
New York
$208K -$2.82M -31,335 -92%
AR
1103
Advisory Research
Illinois
$208K -$81.5K -905 -25%
GLA
1104
Great Lakes Advisors
Illinois
$208K -$41K -455 -14%
SIM
1105
SSI Investment Management
California
$208K – – –
KMWM
1106
Keudell/Morrison Wealth Management
Oregon
$207K -$81.5K -905 -25%
BFIM
1107
Beese Fulmer Investment Management
Ohio
$206K -$32.4K -360 -12%
EFG
1108
Everhart Financial Group
Ohio
$205K -$147K -1,635 -38%
NHC
1109
Nicholas Hoffman & Company
Georgia
$205K -$34.7K -385 -12%
PMA
1110
Prudent Man Advisors
Illinois
$205K +$450 +5 +0.2%
AC
1111
ASB Consultores
Florida
$205K +$244K +2,710 New
SFP
1112
Sandbox Financial Partners
Maryland
$204K -$53.1K -590 -18%
MWA
1113
Meridian Wealth Advisors
Texas
$204K – – –
CHP
1114
Cable Hill Partners
Oregon
$204K +$18K +200 +8%
BTW
1115
Boston Trust Walden
Massachusetts
$201K – – –
TI
1116
Telemetry Investments
New York
$201K +$240K +2,660 New
VNA
1117
Valley National Advisers
Pennsylvania
$200K +$4.95K +55 +2%
FANJ
1118
Financial Architects (New Jersey)
New Jersey
$200K +$238K +2,645 New
WTA
1119
Washington Trust Advisors
Massachusetts
$190K -$71.1K -790 -24%
BWP
1120
Baldwin Wealth Partners
Massachusetts
$189K – – –
JWM
1121
Jupiter Wealth Management
Colorado
$188K -$113K -1,250 -33%
FP
1122
Financial Perspectives
Minnesota
$180K +$1.8K +20 +0.8%
HPC
1123
HM Payson & Co
Maine
$178K – – –
NFSG
1124
Newbridge Financial Services Group
Florida
$177K +$36K +400 +21%
CTC
1125
Central Trust Company
Missouri
$176K -$23.9K -265 -10%
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