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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1601
TCI Wealth Advisors
Arizona
$312K -$15.8K -156 -5%
SCA
1602
Sippican Capital Advisors
Massachusetts
$311K +$46.1K +455 +18%
LK
1603
Lumbard & Kellner
New Hampshire
$310K – – –
AFA
1604
Abacus FCF Advisors
Florida
$309K +$297K +2,933 New
AIS
1605
American Investment Services
Massachusetts
$308K +$101 +1 +0%
AHB
1606
Abner Herrman & Brock
New Jersey
$308K +$46.4K +457 +18%
DWM
1607
Destination Wealth Management
California
$305K -$2.43K -24 -0.8%
DAC
1608
Dividend Assets Capital
South Carolina
$304K -$1.62K -16 -0.6%
LCS
1609
Levin Capital Strategies
New York
$304K +$293K +2,885 New
GKWIM
1610
Gerber Kawasaki Wealth & Investment Management
California
$303K +$22.5K +222 +8%
SAM
1611
SignalPoint Asset Management
Missouri
$301K +$290K +2,862 New
FHB
1612
First Hawaiian Bank
Hawaii
$300K -$53.2K -525 -16%
HCP
1613
Holt Capital Partners
Texas
$300K – – –
FI
1614
FormulaFolio Investments
Michigan
$299K +$288K +2,844 New
GH
1615
GAM Holding
Switzerland
$298K -$34M -335,075 -99%
EGA
1616
E&G Advisors
Texas
$296K +$285K +2,808 New
SAA
1617
Southeast Asset Advisors
Georgia
$295K – – –
TW
1618
Transform Wealth
Colorado
$295K +$284K +2,805 New
TDC
1619
Thompson Davis & Co
Virginia
$294K -$472K -4,654 -63%
BCP
1620
Berkeley Capital Partners
Georgia
$293K -$8.82K -87 -3%
BB
1621
Bell Bank
North Dakota
$293K +$283K +2,787 New
FNBOO
1622
First National Bank of Omaha
Nebraska
$291K -$2.03K -20 -0.7%
SIM
1623
Sadoff Investment Management
Wisconsin
$290K – – –
MCA
1624
Morris Capital Advisors
Pennsylvania
$289K – – –
WRM
1625
Weybosset Research & Management
Rhode Island
$287K -$30.4K -300 -10%
63 64
65
66 67