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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Connecticut Wealth Management
Connecticut
$440K +$5.28K +63 +1%
PCM
1652
Prelude Capital Management
New York
$439K -$1.81M -21,593 -79%
RFO
1653
RiverGlades Family Offices
Florida
$438K – – –
FOA
1654
Five Oceans Advisors
California
$438K -$78.2K -932 -14%
WFAG
1655
Wescott Financial Advisory Group
Pennsylvania
$437K -$15.3K -182 -3%
BWP
1656
BSW Wealth Partners
Colorado
$435K +$147K +1,756 +43%
BCA
1657
Bay Colony Advisors
Massachusetts
$435K -$179K -2,138 -27%
HAS
1658
HBW Advisory Services
California
$434K +$24.8K +296 +5%
HFG
1659
Heron Financial Group
New York
$434K -$12.2K -145 -2%
MSS
1660
Mitchell Sinkler & Starr
Pennsylvania
$432K +$488K +5,819 New
MIH
1661
Meitav Investment House
Israel
$430K -$275K -3,276 -36%
ZIC
1662
ZWJ Investment Counsel
Georgia
$430K -$96.5K -1,151 -17%
PP
1663
Patron Partners
Texas
$429K +$49.5K +590 +11%
PPP
1664
Private Portfolio Partners
New Jersey
$426K -$43.5K -519 -8%
BHBT
1665
Burke & Herbert Bank & Trust
Virginia
$426K – – –
KFI
1666
Key Financial Inc
Pennsylvania
$425K – – –
EB
1667
Eastern Bank
Massachusetts
$425K -$89.7K -1,070 -16%
SFP
1668
Shepherd Financial Partners
Massachusetts
$423K -$170K -2,022 -26%
HT
1669
Headlands Technologies
Illinois
$423K +$442K +5,268 +1,240%
CSIC
1670
Clifford Swan Investment Counsel
California
$422K -$335 -4 -0.1%
MA
1671
MKT Advisors
California
$421K -$3.27K -39 -0.7%
AOI
1672
Auto-Owners Insurance
Michigan
$420K – – –
JSW
1673
Journey Strategic Wealth
New Jersey
$420K +$93.2K +1,111 +24%
OWA
1674
Opal Wealth Advisors
New York
$419K +$16.4K +195 +4%
HPM
1675
Hoxton Planning & Management
West Virginia
$417K -$71.6K -854 -13%
65 66
67
68 69