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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2576
Aufman Associates
Pennsylvania
$210K +$208K +5,350 New
MA
2577
Mosaic Advisors
Texas
$210K +$209K +5,374 New
AFS
2578
Axiom Financial Strategies
Indiana
$209K +$207K +5,327 New
HCM
2579
Hilton Capital Management
New York
$209K +$208K +5,344 New
DC
2580
Derby & Company
Massachusetts
$209K +$208K +5,349 New
CIA
2581
Cascade Investment Advisors
Oregon
$208K – – –
CCM
2582
Copeland Capital Management
Pennsylvania
$208K – – –
F
2583
F3Logic
Minnesota
$208K +$206K +5,300 New
MWM
2584
MBE Wealth Management
Wisconsin
$207K +$205K +5,273 New
NQWM
2585
Northwest Quadrant Wealth Management
Oregon
$207K +$206K +5,299 New
TFP
2586
Triune Financial Partners
Kansas
$206K +$205K +5,271 New
PG
2587
Prostatis Group
Maryland
$206K -$11.7K -300 -5%
CFN
2588
Cordasco Financial Network
Florida
$206K -$113K -2,900 -35%
FMB
2589
Field & Main Bank
Kentucky
$206K +$1.94K +50 +1%
BA
2590
Birinyi Associates
Connecticut
$206K +$204K +5,250 New
HWA
2591
Heartwood Wealth Advisors
Virginia
$206K +$204K +5,257 New
LFG
2592
Lazard Frères Gestion
France
$206K +$243K +6,250 New
BWM
2593
BCGM Wealth Management
Indiana
$205K +$186K +4,793 New
CCP
2594
Cassia Capital Partners
North Carolina
$205K +$204K +5,235 New
RFM
2595
Royal Fund Management
Florida
$205K +$204K +5,237 New
GAM
2596
Grandview Asset Management
Pennsylvania
$204K +$28.3K +728 +16%
BA
2597
BCM Advisors
Louisiana
$204K +$197K +5,074 New
GSIS
2598
Global Strategic Investment Solutions
Arizona
$203K -$73.9K -1,900 -27%
AWM
2599
Aprio Wealth Management
Georgia
$203K +$202K +5,194 New
BOS
2600
Bank of Stockton
California
$202K +$201K +5,163 New