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Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
1376
Arbor Trust Wealth Advisors
Michigan
$273K – – –
WFI
1377
West Family Investments
California
$271K +$273K +3,753 New
GWM
1378
Greenwich Wealth Management
Connecticut
$270K -$37.6K -516 -12%
MIC
1379
Meridian Investment Counsel
California
$269K -$2.84K -39 -1%
RPCONE
1380
Retirement Planning Company of New England
Rhode Island
$269K +$272K +3,739 New
TCB
1381
Texas Capital Bancshares
Texas
$268K – – –
RE
1382
RBC Europe
United Kingdom
$267K -$3.43M -47,011 -93%
PAM
1383
Private Asset Management
California
$265K – – –
ARMT
1384
Amica Retiree Medical Trust
Rhode Island
$265K +$268K +3,675 New
CIP
1385
Convergence Investment Partners
Florida
$264K -$12.7K -174 -5%
MHIC
1386
Marble Harbor Investment Counsel
Massachusetts
$264K – – –
PBO
1387
Peoples Bank (Ohio)
Ohio
$264K – – –
FHC
1388
First Heartland Consultants
Missouri
$263K -$53.8K -738 -17%
PP
1389
Pacifica Partners
Canada
$263K – – –
SSWM
1390
Sheets Smith Wealth Management
North Carolina
$263K – – –
BW
1391
Bison Wealth
Georgia
$261K -$22K -302 -8%
1IA
1392
1834 Investment Advisors
Wisconsin
$261K – – –
CAC
1393
Certified Advisory Corp
Florida
$260K +$73 +1 +0%
KFP
1394
KB Financial Partners
New Jersey
$259K -$84.7K -1,162 -24%
RFG
1395
Range Financial Group
Oregon
$258K -$60.7K -833 -19%
DJSG
1396
D.J. St. Germain
Massachusetts
$258K – – –
SCA
1397
STALEY CAPITAL ADVISERS
Pennsylvania
$258K – – –
PCA
1398
Pallas Capital Advisors
Massachusetts
$258K +$227K +3,121 New
AIM
1399
Axiom Investment Management
New York
$257K -$155K -2,127 -37%
AWA
1400
Arkadios Wealth Advisors
Georgia
$257K -$91.8K -1,260 -26%
54 55
56
57 58