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Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1251
Wendell David Associates
New Hampshire
$311K -$72.1K -1,072 -19%
DAC
1252
Dividend Assets Capital
South Carolina
$311K – – –
OWP
1253
Obermeyer Wealth Partners
Colorado
$309K – – –
TPA
1254
Trivium Point Advisory
Connecticut
$309K +$19K +282 +6%
ZIM
1255
Zacks Investment Management
Illinois
$308K -$39K -580 -11%
JLBC
1256
J.L. Bainbridge & Co
Florida
$307K -$33.6K -500 -9%
VHAM
1257
Van Hulzen Asset Management
California
$307K -$16K -238 -5%
AW
1258
Alpha Windward
Massachusetts
$304K -$492K -7,315 -62%
CA
1259
Cambridge Advisors
Nebraska
$304K +$336 +5 +0.1%
LA
1260
LexAurum Advisors
Kansas
$303K – – –
PAM
1261
Private Asset Management
California
$302K -$6.19K -92 -2%
TWA
1262
TCI Wealth Advisors
Arizona
$302K +$5.92K +88 +2%
CH
1263
Canton Hathaway
Rhode Island
$300K – – –
CWM
1264
Chesapeake Wealth Management
Virginia
$300K – – –
QT
1265
Quantamental Technologies
New York
$299K +$301K +4,473 New
PMG
1266
ProVise Management Group
Florida
$298K -$108K -1,607 -26%
TF
1267
TLWM Financial
Texas
$298K +$1.28K +19 +0.4%
BS
1268
Boenning & Scattergood
Pennsylvania
$297K +$33.9K +504 +13%
GI
1269
Gradient Investments
Minnesota
$295K +$198K +2,943 +200%
CTA
1270
Chesley Taft & Associates
Illinois
$294K – – –
FMLI
1271
Fukoku Mutual Life Insurance
Japan
$294K – – –
FANJ
1272
Financial Architects (New Jersey)
New Jersey
$293K -$2.56K -38 -0.9%
SIAP
1273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$292K -$15.5K -230 -5%
PIM
1274
Penobscot Investment Management
Massachusetts
$292K – – –
NB
1275
Northwest Bancshares
Pennsylvania
$291K – – –
49 50
51
52 53