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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
701
Essex Savings Bank
Connecticut
$299K -$407 -11 -0.1%
OIA
702
Optimum Investment Advisors
Illinois
$297K +$39.4K +1,065 +14%
JCM
703
Jacobi Capital Management
Pennsylvania
$297K -$161K -4,354 -34%
ATPW
704
Ashton Thomas Private Wealth
Arizona
$296K +$91.8K +2,480 +42%
SFG
705
StrategIQ Financial Group
Indiana
$295K +$7.29K +197 +2%
SIC
706
Sigma Investment Counselors
Michigan
$294K -$2.96K -80 -1%
BAM
707
Berkshire Asset Management
Pennsylvania
$292K -$9.44K -255 -3%
LC
708
LCNB Corp
Ohio
$292K -$130K -3,516 -30%
CAL
709
Capital Analysts LLC
Pennsylvania
$292K -$4.29K -116 -1%
WWM
710
Windsor Wealth Management
Indiana
$291K +$4.37K +118 +1%
WA
711
WealthTrust Axiom
Pennsylvania
$289K +$555 +15 +0.2%
ATIA
712
American Trust Investment Advisors
New Hampshire
$289K -$18.5K -500 -6%
WWM
713
Western Wealth Management
Colorado
$289K +$851 +23 +0.3%
SP
714
Successful Portfolios
Florida
$288K +$740 +20 +0.2%
SWM
715
Spire Wealth Management
Virginia
$287K +$6.74K +182 +2%
NCM
716
Noesis Capital Mangement
Florida
$286K -$30.9K -835 -9%
PSP
717
Principal Street Partners
Tennessee
$285K +$1.7K +46 +0.6%
CT
718
Cambridge Trust
Massachusetts
$284K -$3K -81 -1%
SFP
719
Sandbox Financial Partners
Maryland
$283K – – –
CFS
720
CRA Financial Services
New Jersey
$283K +$3.7K +100 +1%
GI
721
GAMCO Investors
Connecticut
$281K -$185K -4,987 -38%
T
722
TCWP
Ohio
$281K +$294K +7,950 New
UF
723
Univest Financial
Pennsylvania
$280K – – –
EFMC
724
Empire Financial Management Company
New York
$280K – – –
PCM
725
Poehling Capital Management
Wisconsin
$280K -$6.59K -178 -2%
27 28
29
30 31