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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1301
Marble Harbor Investment Counsel
Massachusetts
$247K – – –
SIG
1302
Sargent Investment Group
Maryland
$247K – – –
PBO
1303
Peoples Bank (Ohio)
Ohio
$247K +$1.44K +25 +0.7%
1IA
1304
1834 Investment Advisors
Wisconsin
$245K -$10.7K -186 -5%
RSWM
1305
Robertson Stephens Wealth Management
California
$244K -$38.4K -665 -16%
ECM
1306
EagleClaw Capital Management
Massachusetts
$244K -$11.5K -200 -5%
CAC
1307
Certified Advisory Corp
Florida
$244K +$115 +2 +0.1%
PT
1308
Plimoth Trust
Massachusetts
$243K – – –
SCA
1309
STALEY CAPITAL ADVISERS
Pennsylvania
$242K – – –
WAS
1310
Wealth Advisory Solutions
Indiana
$242K – – –
DJSG
1311
D.J. St. Germain
Massachusetts
$242K +$206K +3,569 New
SAM
1312
Seelaus Asset Management
New Jersey
$242K +$206K +3,575 New
C
1313
Certuity
Florida
$241K -$6.35K -110 -3%
WP
1314
WealthPLAN Partners
Nebraska
$239K +$185K +3,199 New
VWA
1315
Visionary Wealth Advisors
Illinois
$238K -$5.77K -100 -3%
SGCA
1316
Steel Grove Capital Advisors
Tennessee
$237K -$7.21K -125 -3%
CPWA
1317
Cerro Pacific Wealth Advisors
California
$237K +$1.04K +18 +0.5%
CCM
1318
Canal Capital Management
Virginia
$237K +$1.56K +27 +0.8%
GPA
1319
Garrison Point Advisors
California
$236K +$173 +3 +0.1%
AOWM
1320
Alpha Omega Wealth Management
Virginia
$235K +$4.5K +78 +2%
OIA
1321
Optimum Investment Advisors
Illinois
$234K -$28.9K -500 -13%
SB
1322
Sunflower Bank
Texas
$234K -$23.7K -410 -11%
AWM
1323
Aberdeen Wealth Management
Illinois
$234K -$8.66K -150 -4%
NG
1324
NatWest Group
United Kingdom
$233K -$6.64K -115 -3%
CCA
1325
Cadent Capital Advisors
Oklahoma
$233K +$346 +6 +0.2%
51 52
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54 55