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Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
726
Prio Wealth Limited Partnership
Massachusetts
$275K -$7.75K -214 -3%
CCM
727
Compton Capital Management
Rhode Island
$275K -$3.91K -108 -1%
GCAC
728
Guardian Capital Advisors (Canada)
Ontario, Canada
$274K -$4.85K -134 -2%
MBTD
729
Mechanics Bank - Trust Department
California
$274K -$3.88K -107 -1%
CCIA
730
Campbell & Co Investment Adviser
Maryland
$273K -$789K -21,774 -75%
EFS
731
Essex Financial Services
Connecticut
$272K -$12.3K -340 -5%
OWD
732
Osborn Williams & Donohoe
Ohio
$271K -$3.84K -106 -1%
TTWM
733
TCV Trust & Wealth Management
Virginia
$270K +$254K +7,015 New
ACS
734
Archford Capital Strategies
Illinois
$267K -$3.8K -105 -1%
CCT
735
Chemung Canal Trust
New York
$265K -$7.35K -203 -3%
MJRIC
736
Mogy Joel R Investment Counsel
California
$265K -$3.77K -104 -1%
IFWM
737
Institute for Wealth Management
Colorado
$262K -$293K -8,097 -54%
ZIC
738
ZWJ Investment Counsel
Georgia
$262K +$6.34K +175 +3%
EA
739
Elm Advisors
California
$260K -$3.66K -101 -1%
OSNBOA
740
Old Second National Bank of Aurora
Illinois
$259K -$23.7K -655 -9%
IWM
741
IHT Wealth Management
Illinois
$258K +$58.2K +1,608 +33%
BMC
742
Beaton Management Company
Massachusetts
$256K -$3.62K -100 -1%
ZIM
743
Zacks Investment Management
Illinois
$253K -$9.13K -252 -4%
MIS
744
Morningstar Investment Services
Illinois
$253K +$20.6K +568 +9%
BFC
745
Bedel Financial Consulting
Indiana
$253K +$238K +6,571 New
GIM
746
Greenwich Investment Management
Connecticut
$252K -$3.55K -98 -1%
SFI
747
SPC Financial Inc
Maryland
$252K +$12.5K +345 +6%
DAS
748
Dynamic Advisor Solutions
Arizona
$251K -$15.6K -430 -6%
OC
749
Oakworth Capital
Alabama
$251K -$3.73K -103 -1%
RT
750
Rockland Trust
Massachusetts
$251K -$3.59K -99 -1%
28 29
30
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