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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1201
Oakmont Investment Advisors
Pennsylvania
$436K -$14.9K -167 -3%
ISWM
1202
Intesa Sanpaolo Wealth Management
$434K -$2.6M -29,207 -85%
CHC
1203
City Holding Co
West Virginia
$434K -$35.6K -400 -7%
NPA
1204
Nichols & Pratt Advisers
Massachusetts
$432K – – –
FFA
1205
Fragasso Financial Advisors
Pennsylvania
$430K -$988K -11,087 -69%
QWM
1206
Quaker Wealth Management
New Jersey
$430K +$16.4K +184 +4%
OFW
1207
Omnia Family Wealth
Florida
$430K -$27.5K -308 -6%
PTC
1208
Philadelphia Trust Company
Pennsylvania
$429K -$117K -1,315 -21%
BC
1209
Blackhill Capital
New Jersey
$426K – – –
LG
1210
LaFleur & Godfrey
Michigan
$422K +$13.4K +150 +3%
OFS
1211
OneAscent Financial Services
Alabama
$420K +$24.3K +273 +6%
FSCM
1212
Front Street Capital Management
Montana
$419K – – –
FDP
1213
Financiere des Professionnels
Quebec, Canada
$418K +$72.5K +813 +20%
MPWT
1214
MassMutual Private Wealth & Trust
Connecticut
$417K -$3.39K -38 -0.8%
SPL
1215
Smart Portfolios LLC
Washington
$415K -$1.78K -20 -0.4%
CFA
1216
Capstone Financial Advisors
Illinois
$413K – – –
CWMGP
1217
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$413K +$2.32K +26 +0.5%
CAM
1218
Columbia Asset Management
Michigan
$412K +$23.2K +260 +6%
OQS
1219
Occudo Quantitative Strategies
Florida
$410K +$429K +4,809 New
FB
1220
First Bancorp
Maine
$410K – – –
AIS
1221
American Investment Services
Massachusetts
$409K – – –
CSI
1222
Cross Staff Investments
New York
$409K – – –
BCA
1223
Bay Colony Advisors
Massachusetts
$408K +$183K +2,054 +75%
SLC
1224
Second Line Capital
Louisiana
$408K +$1.34K +15 +0.3%
FNB
1225
Farmers National Bank
Kentucky
$408K -$15.3K -172 -3%
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