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Name Holding Trade Value Shares
Change 		Change in
Stake
DCLA
1301
Douglas C. Lane & Associates
New York
$366K +$10.1K +129 +3%
WPW
1302
Waldron Private Wealth
Pennsylvania
$363K +$39K +500 +13%
AAS
1303
Annex Advisory Services
Wisconsin
$361K +$56.1K +720 +21%
BFPW
1304
BOK Financial Private Wealth
Colorado
$360K +$78 +1 +0%
TC
1305
Taylor Cottrill
New Hampshire
$353K – – –
MSR
1306
Main Street Research
Connecticut
$351K +$4.05K +52 +1%
BB
1307
Bell Bank
North Dakota
$349K -$22.8K -293 -7%
AW
1308
Alpha Windward
Massachusetts
$349K -$156 -2 -0%
GA
1309
Glenhill Advisors
New York
$345K -$252K -3,232 -45%
AWE
1310
Avidian Wealth Enterprises
Texas
$345K +$313K +4,023 New
KLWA
1311
Kelly Lawrence W & Associates
California
$343K – – –
LMIM
1312
Lockheed Martin Investment Management
Maryland
$343K – – –
VC
1313
Vicus Capital
Pennsylvania
$342K +$31.2K +401 +11%
MGIA
1314
Moneta Group Investment Advisors
Missouri
$338K +$58.2K +747 +23%
JMFC
1315
J.M. Forbes & Co
Massachusetts
$335K -$1.56K -20 -0.5%
BC
1316
Barnett & Company
Tennessee
$334K – – –
ST
1317
Sabal Trust
Florida
$333K +$7.17K +92 +2%
OC
1318
Oakworth Capital
Alabama
$331K – – –
GWI
1319
Grace & White Inc
New York
$328K – – –
GBA
1320
Garrison Bradford & Associates
New York
$324K – – –
JGUA
1321
John G. Ullman & Associates
New York
$323K – – –
FLPIM
1322
F.L. Putnam Investment Management
Massachusetts
$322K -$414K -5,310 -59%
KTC
1323
Kistler-Tiffany Companies
Pennsylvania
$321K – – –
TSS
1324
Thomas Story & Son
Indiana
$321K – – –
TWA
1325
TCI Wealth Advisors
Arizona
$320K -$18.1K -232 -6%
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