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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
676
Mogy Joel R Investment Counsel
California
$224K +$202K +7,488 New
WAM
677
Weatherly Asset Management
California
$223K +$201K +7,477 New
SMH
678
Sanders Morris Harris
Texas
$221K -$273K -10,130 -58%
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$221K – – –
EA
680
Elm Advisors
California
$220K +$198K +7,363 New
BHA
681
Beech Hill Advisors
New York
$220K +$199K +7,369 New
PIM
682
Penobscot Investment Management
Massachusetts
$218K -$114K -4,231 -37%
CNBT
683
Canandaigua National Bank & Trust
New York
$218K +$196K +7,282 New
VST
684
Van Strum & Towne
California
$218K +$197K +7,301 New
BA
685
BKS Advisors
Michigan
$218K +$197K +7,309 New
ACS
686
Archford Capital Strategies
Illinois
$217K -$35.4K -1,315 -15%
AWE
687
Avidian Wealth Enterprises
Texas
$217K -$22.7K -842 -10%
AIM
688
Aspen Investment Management
Michigan
$217K +$196K +7,269 New
VC
689
Vicus Capital
Pennsylvania
$214K +$193K +7,175 New
IIC
690
Integrated Investment Consultants
Michigan
$213K +$54 +2 +0%
CIP
691
Champlain Investment Partners
Vermont
$213K +$192K +7,131 New
EGA
692
Eagle Global Advisors
Texas
$213K +$192K +7,132 New
RB
693
Rodgers Brothers
Pennsylvania
$212K -$29K -1,077 -13%
RT
694
Rockland Trust
Massachusetts
$212K +$191K +7,102 New
EWA
695
EP Wealth Advisors
California
$211K +$191K +7,075 New
HCM
696
Highlander Capital Management
New Jersey
$208K – – –
BWP
697
BSW Wealth Partners
Colorado
$208K +$188K +6,965 New
JCM
698
Janney Capital Management
Pennsylvania
$207K +$187K +6,931 New
WEC
699
Winslow Evans & Crocker
Massachusetts
$207K -$6.12K -227 -3%
SNT
700
Security National Trust
West Virginia
$206K +$65.6K +2,436 +55%
26 27
28
29 30