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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
501
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K +$36.5K +1,000 New
CAW
502
Cornerstone Advisors (Washington)
Washington
$31K -$3.03K -83 -8%
LCM
503
Liberty Capital Management
Michigan
$30K – – –
CFG
504
CKW Financial Group
Hawaii
$28K – – –
FFW
505
Fusion Family Wealth
New York
$28K +$28.8K +788 New
PIA
506
Piedmont Investment Advisors
North Carolina
$27.9K +$28.8K +788 +9,850%
CFG
507
Citizens Financial Group
Rhode Island
$26K – – –
ECM
508
Elgethun Capital Management
South Dakota
$26K +$27.3K +748 New
PCM
509
Prelude Capital Management
New York
$25K -$10.9K -300 -30%
EDRH
510
Edmond de Rothschild Holding
Switzerland
$21K -$153K -4,200 -88%
IPC
511
Independent Portfolio Consultants
Florida
$21K -$31.6K -865 -59%
MFW
512
Mosaic Family Wealth
Missouri
$21K – – –
WT
513
Whittier Trust
California
$21K – – –
VCM
514
Versant Capital Management
Arizona
$20K +$37 +1 +0.2%
GBT
515
Grove Bank & Trust
Florida
$20K +$4.93K +135 +30%
PK
516
Pflug Koory
Nebraska
$19K +$20.1K +550 New
IWC
517
Integrated Wealth Counsel
California
$18K +$15K +411 +462%
DBT
518
Dubuque Bank & Trust
Iowa
$18K +$18.3K +500 New
EWM
519
Edge Wealth Management
New York
$17K – – –
FMP
520
Financial Management Professionals
Texas
$16K – – –
OFW
521
Omnia Family Wealth
Florida
$16K +$16.1K +440 New
TIM
522
Tortoise Investment Management
New York
$15K – – –
GWS
523
Glassman Wealth Services
Virginia
$15K +$15.5K +425 New
SIM
524
Sonora Investment Management
Arizona
$14K – – –
AA
525
Apriem Advisors
California
$14K -$9.13K -250 -38%
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