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Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1326
Boyd Watterson Asset Management
Ohio
$298K -$2.99K -41 -1%
PCA
1327
Personal Capital Advisors
California
$298K +$25.5K +350 +9%
FFA
1328
First Foundation Advisors
California
$298K +$300K +4,123 New
PM
1329
Penbrook Management
New York
$297K – – –
FRA
1330
Front Row Advisors
California
$297K +$57.5K +789 +24%
ADL
1331
Asset Dedication LLC
California
$296K +$2.62K +36 +0.9%
SICM
1332
Sustainable Insight Capital Management
New York
$296K +$2.7K +37 +0.9%
BCB
1333
Brian C. Broderick
$295K – – –
WPC
1334
Wedmont Private Capital
Pennsylvania
$295K +$257K +3,526 New
WP
1335
WealthPLAN Partners
Nebraska
$294K +$8.45K +116 +4%
CRWM
1336
Castle Rock Wealth Management
California
$293K -$15.4K -212 -6%
T
1337
TOBAM
France
$292K -$42.7K -586 -13%
WDA
1338
Wendell David Associates
New Hampshire
$292K – – –
CA
1339
Cornerstone Advisory
Maryland
$291K +$294K +4,030 New
JLBC
1340
J.L. Bainbridge & Co
Florida
$290K – – –
SW
1341
SteelPeak Wealth
California
$290K – – –
GSWM
1342
Golden State Wealth Management
California
$290K +$293K +4,023 New
MA
1343
Montag & Associates
Georgia
$289K -$76.8K -1,054 -21%
HAIM
1344
Hunter Associates Investment Management
Pennsylvania
$289K – – –
LCS
1345
Levin Capital Strategies
New York
$289K – – –
SCM
1346
Salem Capital Management
Massachusetts
$289K – – –
BSB
1347
Bangor Savings Bank
Maine
$289K +$510 +7 +0.2%
MC
1348
Machina Capital
France
$289K +$291K +4,000 New
CHJWM
1349
Carlton Hofferkamp & Jenks Wealth Management
Texas
$287K +$73 +1 +0%
CTA
1350
Chesley Taft & Associates
Illinois
$287K +$289K +3,971 New
52 53
54
55 56