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Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1351
Private Portfolio Partners
New Jersey
$464K +$63.8K +956 +14%
LA
1352
Legacy Advisors
Pennsylvania
$463K -$334K -5,003 -39%
BTW
1353
Boston Trust Walden
Massachusetts
$460K -$40.1K -600 -7%
SFSG
1354
Stearns Financial Services Group
North Carolina
$456K +$801 +12 +0.2%
CMANY
1355
Capital Management Associates (New York)
New York
$455K -$733K -10,975 -59%
JDR
1356
Jay D. Rosenbaum
$455K -$132K -1,977 -20%
CAI
1357
Capital Advisors Inc
Oklahoma
$453K -$143K -2,144 -22%
JWM
1358
JGP Wealth Management
Oregon
$448K +$64.3K +963 +15%
IAIM
1359
International Assets Investment Management
Florida
$448K +$504K +7,551 New
CT
1360
Caldwell Trust
Florida
$447K -$155K -2,319 -24%
WP
1361
WMS Partners
Maryland
$439K – – –
DA
1362
Doliver Advisors
Texas
$439K +$9.01K +135 +2%
BHBT
1363
Burke & Herbert Bank & Trust
Virginia
$437K -$10K -150 -2%
ALAM
1364
Asahi Life Asset Management
Japan
$437K +$492K +7,370 New
CCG
1365
Cypress Capital Group
Florida
$436K -$132K -1,973 -21%
GI
1366
Glovista Investments
New Jersey
$433K +$488K +7,304 New
SCM
1367
Schnieders Capital Management
California
$431K -$207K -3,108 -30%
VWA
1368
V Wealth Advisors
Kansas
$429K +$210K +3,144 +77%
MCM
1369
Manchester Capital Management
Vermont
$428K – – –
EF
1370
Empirical Finance
Pennsylvania
$428K +$181K +2,708 +60%
HB
1371
Horizon Bancorp
Indiana
$424K -$409K -6,123 -46%
SCI
1372
S&CO Inc
Massachusetts
$424K – – –
SMFS
1373
Squar Milner Financial Services
California
$422K -$45.6K -683 -9%
SG
1374
StoneX Group
New York
$421K -$138K -2,065 -23%
CIM
1375
CIM Investment Management
Pennsylvania
$420K -$441K -6,600 -48%
53 54
55
56 57