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Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
1351
L.M. Kohn & Company
Ohio
$632K -$77.8K -877 -11%
MFS
1352
Mirabella Financial Services
United Kingdom
$630K +$629K +7,096 New
AFG
1353
Albion Financial Group
Utah
$629K +$21.3K +240 +3%
IIM
1354
Intact Investment Management
Quebec, Canada
$628K +$186K +2,100 +40%
BFG
1355
Berger Financial Group
Minnesota
$627K -$80.2K -905 -11%
KCM
1356
KLK Capital Management
California
$627K +$647K +7,293 New
MTIC
1357
Missouri Trust & Investment Company
Missouri
$625K -$16.6K -187 -3%
BSW
1358
Buckingham Strategic Wealth
Missouri
$623K +$48K +541 +8%
BFA
1359
Buttonwood Financial Advisors
Maryland
$620K +$6.47K +73 +1%
ABLA
1360
Alan B. Lancz & Associates
Ohio
$617K – – –
PCA
1361
Peddock Capital Advisors
Massachusetts
$612K -$17.7K -200 -3%
FFC
1362
First Financial Corp
Indiana
$612K +$60.7K +685 +11%
ACM
1363
AUA Capital Management
Pennsylvania
$611K -$72.9K -822 -10%
CWS
1364
Confluence Wealth Services
Pennsylvania
$609K -$160K -1,808 -20%
ESB
1365
Essex Savings Bank
Connecticut
$609K -$17K -192 -3%
SAM
1366
Seelaus Asset Management
New Jersey
$606K +$2.22K +25 +0.4%
CCM
1367
Canal Capital Management
Virginia
$603K -$12.9K -145 -2%
FB
1368
Fulton Bank
Pennsylvania
$601K -$85.9K -969 -12%
EWM
1369
Evercore Wealth Management
New York
$601K +$2.22K +25 +0.4%
WTC
1370
WhitTier Trust Company
Nevada
$600K -$66.1K -745 -10%
PTP
1371
Platform Technology Partners
New York
$600K -$47.3K -533 -7%
FIM
1372
Freedom Investment Management
Connecticut
$600K +$36.9K +416 +6%
SCP
1373
Stamos Capital Partners
California
$598K -$519K -5,850 -46%
DWM
1374
Dorchester Wealth Management
Quebec, Canada
$597K – – –
AWM
1375
Aberdeen Wealth Management
Illinois
$596K – – –
53 54
55
56 57