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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1301
Global Retirement Partners
California
$269K +$9.37K +55 +4%
PGA
1302
Portland Global Advisors
Maine
$268K -$110K -644 -30%
OWP
1303
Obermeyer Wealth Partners
Colorado
$267K -$49.4K -290 -16%
I
1304
IberiaBank
Louisiana
$267K +$13.8K +81 +6%
BRM
1305
Boston Research & Management
Massachusetts
$265K – – –
TH
1306
TCTC Holdings
Texas
$265K – – –
CPA
1307
Court Place Advisors
Maryland
$262K – – –
MCM
1308
Mengis Capital Management
Oregon
$259K -$40.2K -236 -14%
RWA
1309
River Wealth Advisors
Pennsylvania
$259K +$249K +1,463 New
IIC
1310
Ironwood Investment Counsel
Arizona
$258K +$8.52K +50 +4%
OA
1311
Oxbow Advisors
Texas
$257K -$51.1K -300 -17%
SHGA
1312
Sand Hill Global Advisors
California
$256K -$358K -2,103 -59%
RWMH
1313
Riverpoint Wealth Management Holdings
Illinois
$254K – – –
FPFS
1314
First Personal Financial Services
North Carolina
$252K +$52.3K +307 +27%
FWM
1315
Focused Wealth Management
New York
$251K -$15.8K -93 -6%
BTIS
1316
BB&T Investment Services
North Carolina
$251K +$94K +552 +63%
EA
1317
Elm Advisors
California
$250K -$17K -100 -7%
REMPR
1318
Roof Eidam Maycock Peralta (REMP)
California
$250K – – –
TF
1319
Tompkins Financial
New York
$249K – – –
CCM
1320
CrestPoint Capital Management
Missouri
$248K -$17K -100 -7%
NWM
1321
Northwest Wealth Management
Iowa
$248K – – –
NA
1322
Nottingham Advisors
New York
$248K +$238K +1,400 New
NAM
1323
NTV Asset Management
West Virginia
$248K +$239K +1,405 New
CFA
1324
CT Financial Advisors
Pennsylvania
$248K – – –
SS
1325
Simplicity Solutions
Minnesota
$247K -$152K -890 -39%
51 52
53
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