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BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PVM
751
Palogic Value Management
Texas
$264K +$251K +7,558 New
DDC
752
DF Dent & Co
Maryland
$262K +$2.33K +70 +0.9%
GIM
753
Goelzer Investment Management
Indiana
$262K – – –
SG
754
StoneX Group
New York
$260K -$22K -660 -8%
GWM
755
GSB Wealth Management
Connecticut
$259K +$366 +11 +0.1%
JCM
756
Jacobi Capital Management
Pennsylvania
$259K -$5.79K -174 -2%
PWM
757
Perigon Wealth Management
California
$259K +$246K +7,405 New
ECM
758
Estabrook Capital Management
New York
$259K – – –
PMG
759
ProVise Management Group
Florida
$258K – – –
LJAC
760
L.J. Altfest & Co
New York
$258K -$32.3K -971 -12%
WI
761
Wedgewood Investors
Pennsylvania
$257K – – –
KIA
762
KCM Investment Advisors
California
$257K – – –
NPPM
763
North Point Portfolio Managers
Ohio
$257K – – –
APP
764
Avantax Planning Partners
Iowa
$255K -$29.5K -886 -11%
GCM
765
Gallacher Capital Management
Colorado
$251K +$239K +7,187 New
GBT
766
Grove Bank & Trust
Florida
$251K +$1.36K +41 +0.6%
UAS
767
United Asset Strategies
New York
$250K – – –
ST
768
Sentinel Trust
Texas
$249K – – –
GWS
769
Glassman Wealth Services
Virginia
$249K +$4.53K +136 +2%
MGWM
770
Marks Group Wealth Management
Minnesota
$248K -$9.82K -295 -4%
MIS
771
Morningstar Investment Services
Illinois
$248K -$10.5K -317 -4%
POIA
772
Pin Oak Investment Advisors
Texas
$247K – – –
FB
773
First Bancorp
Maine
$245K – – –
SIAP
774
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$245K -$36.6K -1,100 -14%
SJL
775
Shayne & Jacobs LLC
Tennessee
$245K +$233K +7,000 New
29 30
31
32 33