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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1476
Stewart & Patten Company
California
$729K +$40K +113 +5%
AIA
1477
Angeles Investment Advisors
California
$726K -$152K -428 -16%
OWP
1478
Obermeyer Wealth Partners
Colorado
$726K -$24.8K -70 -3%
ST
1479
Sabal Trust
Florida
$724K -$20.3M -57,411 -96%
BWM
1480
Benchmark Wealth Management
Connecticut
$724K +$787K +2,223 New
JCM
1481
Jag Capital Management
Missouri
$721K -$170K -479 -18%
ET
1482
Equitable Trust
Tennessee
$719K -$81.4K -230 -9%
CG
1483
Caprock Group
Idaho
$717K -$354 -1 -0%
LIM
1484
Leavell Investment Management
Alabama
$716K -$35.4K -100 -4%
WPC
1485
White Pine Capital
Minnesota
$715K -$195K -550 -20%
GFP
1486
Gryphon Financial Partners
Ohio
$712K +$396K +1,118 +105%
GAG
1487
GM Advisory Group
New York
$711K -$562K -1,587 -42%
GFS
1488
GYL Financial Synergies
Connecticut
$711K +$37.5K +106 +5%
MFS
1489
McNamara Financial Services
Massachusetts
$710K +$11K +31 +1%
BCM
1490
Boltwood Capital Management
California
$709K -$15.6K -44 -2%
NWS
1491
Newport Wealth Strategies
California
$708K -$78.6K -222 -10%
CW
1492
CreativeOne Wealth
Kansas
$708K +$14.9K +42 +2%
SAM
1493
Sawgrass Asset Management
Florida
$707K -$304K -860 -28%
YIA
1494
YHB Investment Advisors
Connecticut
$707K -$8.85K -25 -1%
SWM
1495
Stockman Wealth Management
Montana
$706K +$708 +2 +0.1%
BEAM
1496
Baker Ellis Asset Management
Washington
$704K +$140K +395 +22%
MPPLM
1497
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$703K +$3.19K +9 +0.4%
DHFB
1498
Dixon Hubard Feinour & Brown
Virginia
$701K +$26.6K +75 +4%
PAG
1499
Pinnacle Advisory Group
Maryland
$700K +$1.06K +3 +0.1%
SIMM
1500
Stillwater Investment Management (Minnesota)
Minnesota
$699K +$4.25K +12 +0.6%
58 59
60
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