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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1201
Intesa Sanpaolo Wealth Management
$434K -$2.6M -29,207 -85%
CHC
1202
City Holding Co
West Virginia
$434K -$35.6K -400 -7%
NPA
1203
Nichols & Pratt Advisers
Massachusetts
$432K – – –
FFA
1204
Fragasso Financial Advisors
Pennsylvania
$430K -$988K -11,087 -69%
QWM
1205
Quaker Wealth Management
New Jersey
$430K +$16.4K +184 +4%
OFW
1206
Omnia Family Wealth
Florida
$430K -$27.5K -308 -6%
PTC
1207
Philadelphia Trust Company
Pennsylvania
$429K -$117K -1,315 -21%
BC
1208
Blackhill Capital
New Jersey
$426K – – –
LG
1209
LaFleur & Godfrey
Michigan
$422K +$13.4K +150 +3%
OFS
1210
OneAscent Financial Services
Alabama
$420K +$24.3K +273 +6%
FSCM
1211
Front Street Capital Management
Montana
$419K – – –
FDP
1212
Financiere des Professionnels
Quebec, Canada
$418K +$72.5K +813 +20%
MPWT
1213
MassMutual Private Wealth & Trust
Connecticut
$417K -$3.39K -38 -0.8%
SPL
1214
Smart Portfolios LLC
Washington
$415K -$1.78K -20 -0.4%
CFA
1215
Capstone Financial Advisors
Illinois
$413K – – –
CWMGP
1216
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$413K +$2.32K +26 +0.5%
CAM
1217
Columbia Asset Management
Michigan
$412K +$23.2K +260 +6%
OQS
1218
Occudo Quantitative Strategies
Florida
$410K +$429K +4,809 New
FB
1219
First Bancorp
Maine
$410K – – –
AIS
1220
American Investment Services
Massachusetts
$409K – – –
CSI
1221
Cross Staff Investments
New York
$409K – – –
BCA
1222
Bay Colony Advisors
Massachusetts
$408K +$183K +2,054 +75%
SLC
1223
Second Line Capital
Louisiana
$408K +$1.34K +15 +0.3%
FNB
1224
Farmers National Bank
Kentucky
$408K -$15.3K -172 -3%
SFWC
1225
Strategic Family Wealth Counselors
New Jersey
$408K – – –
47 48
49
50 51