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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
726
Wilmington Savings Fund Society
Delaware
$218K – – –
SIC
727
Sigma Investment Counselors
Michigan
$218K +$11.9K +400 +6%
WANY
728
Wealthspire Advisors (New York)
New York
$216K -$73.8K -2,480 -25%
PBO
729
Peoples Bank (Ohio)
Ohio
$216K – – –
JCM
730
Jacobi Capital Management
Pennsylvania
$216K +$1.78K +60 +0.8%
FCBT
731
First Citizens Bank & Trust
North Carolina
$215K -$16.4K -550 -7%
RIA
732
Regal Investment Advisors
Michigan
$214K -$506 -17 -0.2%
GIM
733
Goelzer Investment Management
Indiana
$214K – – –
DDC
734
DF Dent & Co
Maryland
$213K +$222K +7,445 New
SOS
735
Silver Oak Securities
Tennessee
$213K +$163K +5,494 New
EWA
736
Exencial Wealth Advisors
Oklahoma
$212K +$1.04K +35 +0.5%
BL
737
Balentine LLC
Georgia
$212K +$220K +7,410 New
ECM
738
Estabrook Capital Management
New York
$211K – – –
PMG
739
ProVise Management Group
Florida
$211K – – –
GWM
740
GSB Wealth Management
Connecticut
$211K +$8.03K +270 +4%
MGWM
741
Marks Group Wealth Management
Minnesota
$211K +$9.13K +307 +4%
NAS
742
Nicolet Advisory Services
Wisconsin
$211K +$207K +6,944 New
NPPM
743
North Point Portfolio Managers
Ohio
$210K -$13.4K -450 -6%
KIA
744
KCM Investment Advisors
California
$210K – – –
WI
745
Wedgewood Investors
Pennsylvania
$210K – – –
FLPIM
746
F.L. Putnam Investment Management
Massachusetts
$206K +$149 +5 +0.1%
EP
747
Eudaimonia Partners
Tennessee
$204K -$434K -14,580 -67%
GBT
748
Grove Bank & Trust
Florida
$204K -$88.6K -2,978 -29%
UAS
749
United Asset Strategies
New York
$204K -$18.9K -634 -8%
ST
750
Sentinel Trust
Texas
$204K – – –
28 29
30
31 32