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Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
1476
Peachtree Investment Partners
Florida
$384K +$345K +1,796 New
CCFM
1477
Clear Creek Financial Management
Washington
$384K +$346K +1,798 New
BIC
1478
Beach Investment Counsel
Pennsylvania
$383K – – –
REMPR
1479
Roof Eidam Maycock Peralta (REMP)
California
$381K -$19.2K -100 -5%
CICI
1480
Capital Investment Counsel Inc
North Carolina
$381K -$4.61K -24 -1%
CAI
1481
Capital Advisors Inc
Oklahoma
$381K +$342K +1,780 New
PCM
1482
Parsons Capital Management
Rhode Island
$379K +$57.7K +300 +20%
TP
1483
Tranquility Partners
Tennessee
$378K -$577 -3 -0.2%
HAC
1484
Harbor Advisory Corp
New Hampshire
$378K +$30.9K +161 +10%
QI
1485
Qtron Investments
Massachusetts
$377K +$339K +1,762 New
JWA
1486
JFS Wealth Advisors
Pennsylvania
$376K +$4.42K +23 +1%
PAS
1487
Park Avenue Securities
New York
$376K +$66.7K +347 +25%
FM
1488
Family Management
New York
$375K +$337K +1,753 New
WF
1489
Welch & Forbes
Massachusetts
$374K -$87.3K -454 -21%
CCM
1490
Chiron Capital Management
Florida
$374K +$8.65K +45 +3%
OBGC
1491
O'Brien Greene & Co
Pennsylvania
$373K – – –
TSW
1492
Thompson Siegel & Walmsley
Virginia
$372K – – –
TCWA
1493
Ten Capital Wealth Advisors
Washington
$371K +$384 +2 +0.1%
MP
1494
McDonald Partners
Ohio
$371K +$333K +1,734 New
SVCP
1495
Silicon Valley Capital Partners
California
$369K – – –
OFG
1496
Oxford Financial Group
Indiana
$367K – – –
TCPWM
1497
Traverso Chambers Private Wealth Management
California
$366K +$5.77K +30 +2%
SWA
1498
Sutton Wealth Advisors
Florida
$366K +$6.92K +36 +2%
BWP
1499
BSW Wealth Partners
Colorado
$365K +$327K +1,703 New
JCM
1500
Jag Capital Management
Missouri
$365K +$328K +1,706 New
58 59
60
61 62