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Name Holding Trade Value Shares
Change 		Change in
Stake
KSA
1176
Ken Stern & Associates
California
$304K +$34.8K +659 +14%
AIA
1177
AIMZ Investment Advisors
California
$303K – – –
BWP
1178
BSW Wealth Partners
Colorado
$302K +$281K +5,316 New
ZIG
1179
Zuckerman Investment Group
Illinois
$300K +$14.8K +280 +6%
WCP
1180
Waterfront Capital Partners
New York
$300K +$279K +5,280 New
RWM
1181
Raffa Wealth Management
District of Columbia
$297K +$90.6K +1,714 +49%
ST
1182
Smithfield Trust
Pennsylvania
$296K – – –
FHA
1183
Flagship Harbor Advisors
Massachusetts
$294K -$42.6K -805 -13%
ATC
1184
Adirondack Trust Company
New York
$293K -$8.78K -166 -3%
LRPA
1185
L. Roy Papp & Associates
Arizona
$293K +$273K +5,160 New
PIM
1186
Penobscot Investment Management
Massachusetts
$292K -$82K -1,550 -23%
TC
1187
Truvestments Capital
Florida
$290K +$24.5K +464 +10%
AIM
1188
Acropolis Investment Management
Missouri
$289K +$22.6K +427 +9%
CHA
1189
Cooper/Haims Advisors
New York
$285K – – –
BFM
1190
Boston Financial Management
Massachusetts
$285K +$15.3K +290 +6%
HFA
1191
High Falls Advisors
New York
$284K -$135K -2,544 -34%
AFM
1192
Abbot Financial Management
Massachusetts
$284K – – –
FWP
1193
FAS Wealth Partners
Kansas
$284K +$211 +4 +0.1%
TIA
1194
Tiemann Investment Advisors
California
$283K -$44.9K -850 -15%
AC
1195
Abbrea Capital
California
$282K +$7.4K +140 +3%
MWPCG
1196
Measured Wealth Private Client Group
New Hampshire
$279K +$261K +4,934 New
EWM
1197
Elite Wealth Management
Washington
$278K – – –
DWM
1198
Darwin Wealth Management
Florida
$278K +$259K +4,895 New
CAG
1199
Crestwood Advisors Group
Massachusetts
$275K -$73K -1,380 -22%
MC
1200
Matisse Capital
Oregon
$275K +$5.29K +100 +2%
46 47
48
49 50