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Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1101
Citizens Business Bank
California
$3.02M +$63.3K +570 +2%
EB
1102
Eastern Bank
Massachusetts
$3.01M +$61K +550 +2%
FAIM
1103
Financial Advocates Investment Management
Washington
$3M -$565K -5,092 -14%
MCM
1104
Mengis Capital Management
Oregon
$3M +$478K +4,310 +16%
BZWA
1105
Blue Zone Wealth Advisors
California
$2.98M -$65.4K -589 -2%
PRC
1106
Pearl River Capital
Michigan
$2.96M +$3.48M +31,398 New
IAN
1107
Integrated Advisors Network
Texas
$2.96M -$27.5K -248 -0.8%
CCM
1108
Cullen Capital Management
New York
$2.96M +$148K +1,333 +4%
VAS
1109
Vestmark Advisory Solutions
Massachusetts
$2.95M +$776K +6,992 +29%
BFO
1110
Boston Family Office
Massachusetts
$2.94M +$560K +5,045 +19%
VAS
1111
Valicenti Advisory Services
New York
$2.94M +$198K +1,784 +6%
LC
1112
Lavaca Capital
Texas
$2.94M -$101K -908 -3%
ERWM
1113
Elk River Wealth Management
Colorado
$2.94M -$176K -1,589 -5%
CCP
1114
Corient Capital Partners
California
$2.93M -$100K -903 -3%
LJHT
1115
Laurie J. Hall Trustee
$2.93M +$123K +1,110 +4%
CCM
1116
Consolidated Capital Management
California
$2.92M -$1.23M -11,113 -26%
WC
1117
Westhampton Capital
North Carolina
$2.92M -$108K -975 -3%
BIC
1118
Beach Investment Counsel
Pennsylvania
$2.91M – – –
BA
1119
Bristlecone Advisors
Washington
$2.91M +$786K +7,086 +30%
FHA
1120
Flagship Harbor Advisors
Massachusetts
$2.91M +$45.1K +406 +1%
WPIC
1121
White Pine Investment Company
Michigan
$2.9M -$521K -4,697 -13%
PAM
1122
Panagora Asset Management
Massachusetts
$2.9M -$24.5M -221,091 -88%
CF
1123
Centaurus Financial
California
$2.9M -$682K -6,145 -17%
MGP
1124
Metis Global Partners
California
$2.89M +$184K +1,659 +6%
RWA
1125
Roberts Wealth Advisors
California
$2.89M +$196K +1,767 +6%
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