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Name Holding Trade Value Shares
Change 		Change in
Stake
EN1L
1226
Engine No 1 LLC
California
$262K +$240K +4,310 New
FMB
1227
Field & Main Bank
Kentucky
$261K +$23.8K +427 +11%
MFA
1228
Mayflower Financial Advisors
Massachusetts
$261K +$239K +4,289 New
BL
1229
Balentine LLC
Georgia
$259K -$109K -1,948 -31%
TWP
1230
Tempus Wealth Planning
California
$259K – – –
RSWM
1231
Robertson Stephens Wealth Management
California
$259K +$238K +4,266 New
IWA
1232
IBEX Wealth Advisors
New Jersey
$257K +$235K +4,218 New
TAM
1233
Trillium Asset Management
Massachusetts
$256K -$26.8K -480 -10%
PIA
1234
Perennial Investment Advisors
California
$256K +$1.39K +25 +0.6%
BWAM
1235
Boyd Watterson Asset Management
Ohio
$254K -$21.1K -379 -8%
WP
1236
WealthSource Partners
California
$253K +$13.8K +247 +6%
CW
1237
CreativeOne Wealth
Kansas
$251K -$9.2K -165 -4%
CIP
1238
Convergence Investment Partners
Florida
$251K -$8.14K -146 -3%
PM
1239
Penbrook Management
New York
$251K – – –
BFC
1240
Bedel Financial Consulting
Indiana
$250K – – –
PCP
1241
Proficio Capital Partners
Massachusetts
$249K -$25.3K -454 -10%
BCB
1242
Brian C. Broderick
$249K – – –
WDA
1243
Wendell David Associates
New Hampshire
$247K – – –
BSB
1244
Bangor Savings Bank
Maine
$246K -$38.5K -690 -15%
WA
1245
WP Advisors
California
$245K -$111 -2 -0%
JLBC
1246
J.L. Bainbridge & Co
Florida
$245K – – –
HAIM
1247
Hunter Associates Investment Management
Pennsylvania
$244K -$210K -3,768 -49%
BMCM
1248
Black Maple Capital Management
Wisconsin
$244K -$60.4K -1,083 -21%
LCS
1249
Levin Capital Strategies
New York
$244K -$45.8K -822 -17%
SCM
1250
Salem Capital Management
Massachusetts
$244K – – –
48 49
50
51 52