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Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
601
Newman Dignan & Sheerar Inc
Rhode Island
$226K – – –
ESB
602
Essex Savings Bank
Connecticut
$225K -$20.2K -157 -8%
KMWM
603
Keudell/Morrison Wealth Management
Oregon
$223K -$42K -327 -16%
BG
604
Bahl & Gaynor
Ohio
$223K – – –
DWA
605
Douglass Winthrop Advisors
New York
$223K – – –
SIC
606
Sigma Investment Counselors
Michigan
$222K – – –
BB
607
Busey Bank
Illinois
$219K -$36.9K -287 -14%
PA
608
Pinnacle Associates
New York
$218K -$12.8K -100 -6%
WC
609
Woodstock Corp
Massachusetts
$218K – – –
SRC
610
Sage Rhino Capital
California
$218K +$642 +5 +0.3%
PG
611
Patten Group
Tennessee
$215K +$214K +1,663 New
MAFM
612
Mid Atlantic Financial Management
Pennsylvania
$213K +$212K +1,647 New
BAM
613
Bruderman Asset Management
New York
$213K +$212K +1,652 New
CA
614
Clearstead Advisors
Ohio
$211K -$12.8K -100 -6%
QCM
615
Quest Capital Management
Texas
$211K +$210K +1,633 New
AWM
616
Apollon Wealth Management
South Carolina
$207K +$206K +1,600 New
IWM
617
IHT Wealth Management
Illinois
$207K +$206K +1,603 New
CCM
618
Coldstream Capital Management
Washington
$206K +$205K +1,592 New
CG
619
Caprock Group
Idaho
$206K +$205K +1,593 New
LWM
620
Laidlaw Wealth Management
New York
$204K +$203K +1,581 New
SWA
621
Stratos Wealth Advisors
Ohio
$203K +$202K +1,573 New
CFGS
622
Concourse Financial Group Securities
Alabama
$199K +$128 +1 +0.1%
AWM
623
AllSquare Wealth Management
New York
$197K +$42.5K +331 +28%
BWP
624
Baldwin Wealth Partners
Massachusetts
$193K – – –
TPCW
625
TD Private Client Wealth
New York
$189K +$19K +148 +11%
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