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Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1151
Summit Securities Group
New York
$386K +$50.4K +744 +15%
ANB
1152
Amarillo National Bank
Texas
$384K – – –
HA
1153
Harfst & Associates
Wyoming
$381K +$384K +5,670 New
CCWA
1154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$378K +$381K +5,628 New
SAM
1155
Security Asset Management
New York
$376K – – –
LNC
1156
Lincoln National Corp
Pennsylvania
$375K +$126K +1,866 +57%
RFA
1157
Reilly Financial Advisors
California
$372K +$36.6K +540 +11%
WTB
1158
Washington Trust Bank
Washington
$372K +$49.8K +735 +15%
SCM
1159
SOL Capital Management
Maryland
$356K – – –
BW
1160
Bison Wealth
Georgia
$355K +$26.7K +394 +8%
TIA
1161
Tiemann Investment Advisors
California
$352K +$4.34K +64 +1%
BCA
1162
Bray Capital Advisors
Florida
$352K +$159K +2,340 +81%
CCFCSB
1163
Cape Cod Five Cents Savings Bank
Massachusetts
$351K +$77.3K +1,140 +28%
HT
1164
HighTower Trust
Texas
$350K – – –
MHS
1165
M Holdings Securities
Oregon
$349K – – –
LCM
1166
Laurion Capital Management
New York
$348K +$351K +5,179 New
CFA
1167
Capstone Financial Advisors
Illinois
$346K +$6.3K +93 +2%
WDA
1168
Wendell David Associates
New Hampshire
$343K +$3.73K +55 +1%
SIM
1169
SSI Investment Management
California
$336K -$949 -14 -0.3%
ITIM
1170
Indiana Trust & Investment Management
Indiana
$330K +$27.1K +400 +9%
MCWS
1171
McKinley Carter Wealth Services
West Virginia
$328K +$331K +4,877 New
TF
1172
Tompkins Financial
New York
$326K -$4.34K -64 -1%
WCF
1173
West Coast Financial
California
$323K +$6.78K +100 +2%
LWM
1174
Lenox Wealth Management
Ohio
$323K +$72.1K +1,064 +28%
CL
1175
Choreo LLC
Illinois
$322K +$325K +4,795 New
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