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Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
1951
Godshalk Welsh Capital Management
Pennsylvania
$556K -$159K -4,225 -23%
PWM
1952
Palumbo Wealth Management
New York
$556K +$17.2K +457 +3%
CYG
1953
Clean Yield Group
Vermont
$554K +$8.82K +234 +2%
CNC
1954
Citizens & Northern Corp
Pennsylvania
$553K -$48.2K -1,279 -8%
MIA
1955
MMBG Investment Advisors
Florida
$552K – – –
TWM
1956
Thrive Wealth Management
Pennsylvania
$551K +$61.5K +1,633 +13%
BWM
1957
Baystate Wealth Management
Massachusetts
$551K +$24K +638 +5%
GWS
1958
Glassman Wealth Services
Virginia
$551K +$70.1K +1,860 +15%
AAM
1959
Augustine Asset Management
Florida
$551K +$7.05K +187 +1%
GAA
1960
Global Assets Advisory
Florida
$550K +$240K +6,377 +84%
GFP
1961
Gryphon Financial Partners
Ohio
$550K +$15.6K +414 +3%
KBG
1962
Kahn Brothers Group
New York
$550K -$11.7K -310 -2%
ESB
1963
Essex Savings Bank
Connecticut
$549K -$143K -3,798 -21%
HCP
1964
Holt Capital Partners
Texas
$548K -$70.3K -1,865 -12%
CBA
1965
Coastal Bridge Advisors
Connecticut
$546K -$4.75K -126 -0.9%
ORC
1966
O'Rourke & Company
Massachusetts
$546K -$290K -7,690 -36%
TCM
1967
Tributary Capital Management
Nebraska
$546K +$84.8K +2,250 +19%
WP
1968
Westmount Partners
California
$545K +$522K +13,845 New
ACP
1969
Aveo Capital Partners
Colorado
$544K -$36.8K -978 -7%
MA
1970
Mezzasalma Advisors
New Jersey
$544K -$28.6K -760 -5%
SIC
1971
Samalin Investment Counsel
New York
$543K -$67.6K -1,793 -12%
FA
1972
Faithward Advisors
Pennsylvania
$543K +$25.9K +687 +5%
Cohen & Steers
1973
Cohen & Steers
New York
$540K – – –
DLG
1974
Daniel L. Goodwin
$538K +$141K +3,750 +38%
PIA
1975
Perennial Investment Advisors
California
$538K +$59.5K +1,579 +13%