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Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1601
Lehman & Derafelo Financial Resources
Pennsylvania
$527K -$35.3K -150 -7%
AC
1602
Apella Capital
Connecticut
$527K -$7.06K -30 -1%
CT
1603
Caldwell Trust
Florida
$527K +$19.1K +81 +4%
TIM
1604
Total Investment Management
Arizona
$524K – – –
BW
1605
Bison Wealth
Georgia
$520K -$70.6K -300 -13%
BFA
1606
Beaumont Financial Advisors
Massachusetts
$520K +$2.82K +12 +0.6%
ESB
1607
Essex Savings Bank
Connecticut
$516K -$86.8K -369 -15%
PAI
1608
Pittenger & Anderson Inc
Nebraska
$516K +$3.53K +15 +0.8%
CCG
1609
Cypress Capital Group
Florida
$516K +$45.9K +195 +11%
DP
1610
Dearborn Partners
Illinois
$514K +$41K +174 +10%
LRIA
1611
Leonard Rickey Investment Advisors
Washington
$513K +$2.82K +12 +0.6%
KC
1612
Kepos Capital
New York
$509K -$3.53K -15 -0.8%
TFM
1613
TFC Financial Management
Massachusetts
$508K -$2.12K -9 -0.5%
OCM
1614
Orion Capital Management
California
$508K +$194K +825 +72%
VLC
1615
Van Leeuwen & Company
New Jersey
$506K +$461K +1,959 New
CNB
1616
Camden National Bank
Maine
$504K +$459K +1,950 New
MIH
1617
Meitav Investment House
Israel
$503K -$1M -4,254 -69%
CG
1618
Corundum Group
Colorado
$500K +$35.3K +150 +8%
ARMC
1619
American Research & Management Company
Massachusetts
$499K -$6.36K -27 -1%
BMC
1620
Beaton Management Company
Massachusetts
$499K – – –
LA
1621
Latitude Advisors
Florida
$499K +$234K +996 +106%
MHR
1622
Matthew Hamilton Rosenberg
$497K – – –
LFS
1623
Legacy Financial Strategies
Kansas
$496K – – –
MFGM
1624
Marshall Financial Group (Maryland)
Maryland
$496K +$2.12K +9 +0.5%
MPWT
1625
MassMutual Private Wealth & Trust
Connecticut
$496K +$95.3K +405 +27%
63 64
65
66 67