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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1851
Financial Insights
Washington
$277K +$44.9K +199 +18%
OCBCO
1852
Oversea-Chinese Banking Corp (OCBC)
Singapore
$277K +$283K +1,253 New
FNC
1853
First National Corp
Massachusetts
$277K +$30.9K +137 +12%
OFS
1854
Orrstown Financial Services
Pennsylvania
$276K – – –
OC
1855
Oakworth Capital
Alabama
$276K -$11.5K -51 -4%
UAS
1856
United Asset Strategies
New York
$275K -$36.1K -160 -11%
RWB
1857
RMR Wealth Builders
New Jersey
$274K -$115K -508 -29%
AL
1858
Aspiriant LLC
California
$274K -$3.38K -15 -1%
STB
1859
S&T Bank
Pennsylvania
$273K +$1.35K +6 +0.5%
VFIC
1860
Valley Forge Investment Consultants
Pennsylvania
$272K +$284K +1,258 New
BPFA
1861
Barnes Pettey Financial Advisors
Mississippi
$271K +$23K +102 +9%
UAML
1862
US Asset Management LLC
Pennsylvania
$271K -$1.35K -6 -0.5%
KIC
1863
Kensington Investment Counsel
California
$271K – – –
MPM
1864
Meritage Portfolio Management
Kansas
$271K – – –
WB
1865
Webster Bank
Connecticut
$270K – – –
HP
1866
Haven Private
Florida
$270K -$17.4K -77 -6%
AWG
1867
Altus Wealth Group
Colorado
$270K -$15.1K -67 -5%
RWP
1868
Revolve Wealth Partners
New Jersey
$269K +$9.02K +40 +3%
BCM
1869
Berbice Capital Management
New York
$269K +$63.1K +280 +29%
SF
1870
Symphony Financial
Texas
$269K -$116K -514 -29%
S
1871
Sunpointe
Missouri
$269K -$155K -687 -36%
CCM
1872
Check Capital Management
California
$269K – – –
CAP
1873
Columbia Advisory Partners
Washington
$268K -$166K -736 -37%
EMAM
1874
Encompass More Asset Management
California
$268K +$30K +133 +12%
AA
1875
Addison Advisors
Vermont
$267K +$225 +1 +0.1%
73 74
75
76 77