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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2326
Asio Capital
Kentucky
$3.37M +$2.96M +45,956 New
OCPWS
2327
One Charles Private Wealth Services
Massachusetts
$3.37M +$2.95M +45,924 New
EHWM
2328
Eads & Heald Wealth Management
Georgia
$3.37M -$245K -3,816 -8%
VLC
2329
Van Leeuwen & Company
New Jersey
$3.35M -$563K -8,748 -16%
HWM
2330
Hohimer Wealth Management
Washington
$3.35M +$2.94M +45,704 New
SCM
2331
Seascape Capital Management
New Hampshire
$3.35M +$2.93M +45,592 New
ZCI
2332
Zevenbergen Capital Investments
Washington
$3.35M -$166K -2,580 -5%
VDI
2333
Vaughan David Investments
Illinois
$3.33M -$57.9K -900 -2%
CPA
2334
Court Place Advisors
Maryland
$3.33M – – –
PI
2335
PHH Investments
Texas
$3.31M -$83.4K -1,296 -3%
WW
2336
Westshore Wealth
California
$3.31M +$2.9M +45,080 New
DR
2337
Davis Rea
Ontario, Canada
$3.31M -$14.7K -228 -0.5%
MCM
2338
Magnolia Capital Management
New York
$3.31M +$2.9M +45,036 New
NS
2339
NewDay Solutions
New Hampshire
$3.3M – – –
HA
2340
HC Advisors
Georgia
$3.3M +$2.89M +44,888 New
FFC
2341
First Financial Corp
Indiana
$3.29M -$68.7K -1,068 -2%
TC
2342
Trust Company
Kansas
$3.29M -$295K -4,584 -9%
LF
2343
LifeSteps Financial
California
$3.29M +$2.88M +44,788 New
MSS
2344
Mitchell Sinkler & Starr
Pennsylvania
$3.27M +$726K +11,280 +34%
RI
2345
Redwood Investments
Massachusetts
$3.27M – – –
TBNY
2346
Trustco Bank (New York)
New York
$3.26M – – –
CSWG
2347
Cardinal Strategic Wealth Guidance
Kentucky
$3.26M +$2.86M +44,460 New
RTS
2348
Round Table Services
New Jersey
$3.26M -$129K -2,000 -4%
TVWM
2349
Tower View Wealth Management
Wisconsin
$3.25M -$124K -1,920 -4%
NERM
2350
New England Research & Management
Illinois
$3.25M – – –
92 93
94
95 96