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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1901
Institutional & Family Asset Management
Colorado
$487K +$83.1K +1,465 +20%
WCM
1902
Windsor Capital Management
Arizona
$486K +$22.8K +402 +5%
AAM
1903
AMI Asset Management
California
$482K -$71.2K -1,254 -13%
RPC
1904
Rossmore Private Capital
Connecticut
$481K -$29.8K -525 -6%
LWCFA
1905
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$477K +$13.7K +242 +3%
CASB
1906
Cape Ann Savings Bank
Massachusetts
$476K +$25.3K +445 +5%
CWM
1907
Campbell Wealth Management
Virginia
$476K +$480K +8,467 New
IWP
1908
Icon Wealth Partners
Texas
$475K +$44.7K +787 +10%
VCM
1909
Vivaldi Capital Management
Illinois
$473K +$91.5K +1,613 +24%
AI
1910
Accredited Investors
Minnesota
$472K +$54K +951 +13%
RC
1911
Reik & Co
New York
$470K – – –
DLHL
1912
Donald L. Hagan LLC
Florida
$469K +$113 +2 +0%
GWM
1913
GSB Wealth Management
Connecticut
$468K – – –
HCM
1914
Hollencrest Capital Management
California
$467K -$466K -8,204 -50%
IC
1915
Investment Counsel
Michigan
$465K – – –
CFS
1916
CRA Financial Services
New Jersey
$464K +$468K +8,245 New
TW
1917
TrinityPoint Wealth
Connecticut
$462K +$466K +8,219 New
FBP
1918
Flippin Bruce & Porter
Virginia
$461K -$88.6K -1,562 -16%
LI
1919
Lafayette Investments
Maryland
$459K +$4.43K +78 +1%
ECM
1920
EagleClaw Capital Management
Massachusetts
$458K +$6.64K +117 +1%
BFC
1921
Bedel Financial Consulting
Indiana
$457K -$10.3K -182 -2%
CFA
1922
Capstone Financial Advisors
Illinois
$456K +$57.6K +1,015 +14%
PP
1923
Paloma Partners
Connecticut
$455K -$33.6M -591,297 -99%
KPCM
1924
Kings Point Capital Management
New York
$455K -$64.3K -1,133 -12%
CSPIA
1925
Cary Street Partners Investment Advisory
Virginia
$455K +$459K +8,094 New
75 76
77
78 79