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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1301
Annex Advisory Services
Wisconsin
$361K +$56.1K +720 +21%
BFPW
1302
BOK Financial Private Wealth
Colorado
$360K +$78 +1 +0%
TC
1303
Taylor Cottrill
New Hampshire
$353K – – –
MSR
1304
Main Street Research
Connecticut
$351K +$4.05K +52 +1%
BB
1305
Bell Bank
North Dakota
$349K -$22.8K -293 -7%
AW
1306
Alpha Windward
Massachusetts
$349K -$156 -2 -0%
GA
1307
Glenhill Advisors
New York
$345K -$252K -3,232 -45%
AWE
1308
Avidian Wealth Enterprises
Texas
$345K +$313K +4,023 New
KLWA
1309
Kelly Lawrence W & Associates
California
$343K – – –
LMIM
1310
Lockheed Martin Investment Management
Maryland
$343K – – –
VC
1311
Vicus Capital
Pennsylvania
$342K +$31.2K +401 +11%
MGIA
1312
Moneta Group Investment Advisors
Missouri
$338K +$58.2K +747 +23%
JMFC
1313
J.M. Forbes & Co
Massachusetts
$335K -$1.56K -20 -0.5%
BC
1314
Barnett & Company
Tennessee
$334K – – –
ST
1315
Sabal Trust
Florida
$333K +$7.17K +92 +2%
OC
1316
Oakworth Capital
Alabama
$331K – – –
GWI
1317
Grace & White Inc
New York
$328K – – –
GBA
1318
Garrison Bradford & Associates
New York
$324K – – –
JGUA
1319
John G. Ullman & Associates
New York
$323K – – –
FLPIM
1320
F.L. Putnam Investment Management
Massachusetts
$322K -$414K -5,310 -59%
KTC
1321
Kistler-Tiffany Companies
Pennsylvania
$321K – – –
TSS
1322
Thomas Story & Son
Indiana
$321K – – –
TWA
1323
TCI Wealth Advisors
Arizona
$320K -$18.1K -232 -6%
WMSA
1324
Weiss Multi-Strategy Advisers
New York
$319K -$824K -10,580 -74%
BOS
1325
Bank of Stockton
California
$315K +$7.79K +100 +3%
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