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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1901
Monterey Private Wealth
California
$7.32M -$66K -852 -1%
COF
1902
Capital One Financial
Virginia
$7.31M +$1.21M +15,608 +24%
ITIM
1903
Indiana Trust & Investment Management
Indiana
$7.3M -$57.3K -740 -0.9%
OFG
1904
Oxford Financial Group
Indiana
$7.3M -$27.6K -356 -0.4%
NWM
1905
Nicola Wealth Management
British Columbia, Canada
$7.3M -$3.1M -40,000 -33%
SI
1906
SCP Investment
California
$7.3M – – –
FDCC
1907
Foster Dykema Cabot & Co
Massachusetts
$7.29M +$513K +6,624 +9%
CSA
1908
Cottage Street Advisors
Massachusetts
$7.29M -$337K -4,348 -5%
NCM
1909
New Capital Management
Texas
$7.29M +$180K +2,324 +3%
JF
1910
JSF Financial
California
$7.29M -$32.2K -416 -0.5%
OCM
1911
Orleans Capital Management
Louisiana
$7.28M +$6.18M +79,792 New
JSL
1912
JT Stratford LLC
Georgia
$7.27M +$1.55M +20,004 +33%
RFWA
1913
RPg Family Wealth Advisory
Massachusetts
$7.23M -$67K -864 -1%
MWM
1914
Modera Wealth Management
New Jersey
$7.23M -$31.9K -412 -0.5%
PRWA
1915
Platte River Wealth Advisors
Colorado
$7.22M +$5.99M +77,288 New
OWP
1916
Obermeyer Wealth Partners
Colorado
$7.21M +$557K +7,184 +10%
WG
1917
Winton Group
United Kingdom
$7.21M -$2.45M -31,664 -29%
BA
1918
Baugh & Associates
Georgia
$7.2M -$44K -568 -0.7%
FPCM
1919
Financial Partners Capital Management
New York
$7.19M -$214K -2,760 -3%
BCM
1920
Birch Capital Management
Texas
$7.19M -$37.5K -484 -0.6%
RW
1921
RVW Wealth
California
$7.18M -$136K -1,760 -2%
PIMG
1922
Patriot Investment Management Group
Tennessee
$7.16M -$26K -336 -0.4%
OC
1923
Oarsman Capital
Wisconsin
$7.14M +$2.06M +26,640 +52%
CNC
1924
Citizens & Northern Corp
Pennsylvania
$7.13M -$444K -5,732 -7%
MFW
1925
Mosaic Family Wealth
Missouri
$7.12M -$96.1K -1,240 -2%
75 76
77
78 79