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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1226
Mayflower Financial Advisors
Massachusetts
$261K +$239K +4,289 New
BL
1227
Balentine LLC
Georgia
$259K -$109K -1,948 -31%
TWP
1228
Tempus Wealth Planning
California
$259K – – –
RSWM
1229
Robertson Stephens Wealth Management
California
$259K +$238K +4,266 New
IWA
1230
IBEX Wealth Advisors
New Jersey
$257K +$235K +4,218 New
TAM
1231
Trillium Asset Management
Massachusetts
$256K -$26.8K -480 -10%
PIA
1232
Perennial Investment Advisors
California
$256K +$1.39K +25 +0.6%
BWAM
1233
Boyd Watterson Asset Management
Ohio
$254K -$21.1K -379 -8%
WP
1234
WealthSource Partners
California
$253K +$13.8K +247 +6%
CW
1235
CreativeOne Wealth
Kansas
$251K -$9.2K -165 -4%
CIP
1236
Convergence Investment Partners
Florida
$251K -$8.14K -146 -3%
PM
1237
Penbrook Management
New York
$251K – – –
BFC
1238
Bedel Financial Consulting
Indiana
$250K – – –
PCP
1239
Proficio Capital Partners
Massachusetts
$249K -$25.3K -454 -10%
BCB
1240
Brian C. Broderick
$249K – – –
WDA
1241
Wendell David Associates
New Hampshire
$247K – – –
BSB
1242
Bangor Savings Bank
Maine
$246K -$38.5K -690 -15%
WA
1243
WP Advisors
California
$245K -$111 -2 -0%
JLBC
1244
J.L. Bainbridge & Co
Florida
$245K – – –
HAIM
1245
Hunter Associates Investment Management
Pennsylvania
$244K -$210K -3,768 -49%
BMCM
1246
Black Maple Capital Management
Wisconsin
$244K -$60.4K -1,083 -21%
LCS
1247
Levin Capital Strategies
New York
$244K -$45.8K -822 -17%
SCM
1248
Salem Capital Management
Massachusetts
$244K – – –
BCA
1249
Bay Colony Advisors
Massachusetts
$242K -$1.39K -25 -0.6%
MLL
1250
Moody Lynn & Lieberson
Massachusetts
$242K +$7.8K +140 +4%
48 49
50
51 52