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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1426
Philadelphia Trust Company
Pennsylvania
$251K -$15.3K -100 -5%
GD
1427
Grandfield & Dodd
New York
$250K – – –
TFP
1428
TrueWealth Financial Partners
Washington
$250K – – –
MSA
1429
Marino Stram & Associates
Massachusetts
$249K -$368K -2,397 -54%
SAM
1430
Synergy Asset Management
Washington
$249K -$9.2K -60 -3%
BCCM
1431
Bridge Creek Capital Management
Massachusetts
$249K +$35.3K +230 +13%
HIP
1432
HUB Investment Partners
Texas
$248K -$10.6K -69 -3%
RTC
1433
Riverview Trust Company
Washington
$248K – – –
PBC
1434
Pavion Blue Capital
California
$248K +$3.83K +25 +1%
BFG
1435
Beacon Financial Group
Texas
$248K +$26.8K +175 +10%
PIA
1436
Perennial Investment Advisors
California
$247K -$158K -1,030 -34%
VWM
1437
Vigilare Wealth Management
Arizona
$247K -$71.2K -464 -19%
MIM
1438
Marco Investment Management
Georgia
$247K -$7.67K -50 -2%
KCFA
1439
Key Client Fiduciary Advisors
New Jersey
$246K +$7.36K +48 +2%
RP
1440
Riverwater Partners
Wisconsin
$246K +$312K +2,035 New
HIP
1441
Harrell Investment Partners
Texas
$245K – – –
LDFR
1442
Lehman & Derafelo Financial Resources
Pennsylvania
$245K – – –
RIG
1443
Roosevelt Investment Group
New York
$245K – – –
PHAM
1444
Palisades Hudson Asset Management
Florida
$244K – – –
ACA
1445
Affinity Capital Advisors
California
$243K – – –
B
1446
Bridgeworth
Alabama
$243K – – –
OBWG
1447
Onyx Bridge Wealth Group
New York
$242K -$2.15K -14 -0.7%
RIG
1448
RiverFront Investment Group
Virginia
$242K – – –
WW
1449
Waterfront Wealth
Kansas
$242K +$5.67K +37 +2%
OCM
1450
Objective Capital Management
Ohio
$242K +$10.4K +68 +4%
56 57
58
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