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Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
1401
Oak Ridge Investments
Illinois
$924K -$4.53K -44 -0.5%
BTNA
1402
Bremer Trust National Association
Minnesota
$923K -$77.3K -750 -8%
HWP
1403
Hefty Wealth Partners
Indiana
$921K +$883K +8,570 New
NHC
1404
Nicholas Hoffman & Company
Georgia
$920K -$53.2K -516 -6%
PFSC
1405
Peoples Financial Services Corp
Pennsylvania
$914K +$10.3K +100 +1%
RW
1406
Rand Wealth
Maryland
$911K +$134K +1,302 +18%
FCIM
1407
Fairview Capital Investment Management
California
$910K – – –
CAG
1408
Crestwood Advisors Group
Massachusetts
$900K -$44.5K -432 -5%
ZIC
1409
ZWJ Investment Counsel
Georgia
$894K -$2.37K -23 -0.3%
TWA
1410
TCI Wealth Advisors
Arizona
$893K -$16.8K -163 -2%
FPFS
1411
First Personal Financial Services
North Carolina
$893K -$10.7K -104 -1%
KP
1412
Keel Point
Alabama
$890K +$34K +330 +4%
BBA
1413
Braun-Bostich & Associates
Pennsylvania
$889K +$852K +8,266 New
FTC
1414
Farmers Trust Company
Ohio
$882K -$2.73M -26,472 -76%
ARMT
1415
Amica Retiree Medical Trust
Rhode Island
$881K – – –
PAMG
1416
Patton Albertson Miller Group
Tennessee
$879K -$84K -815 -9%
CCM
1417
Chickasaw Capital Management
Tennessee
$875K -$52.5K -510 -6%
ZCI
1418
Zevenbergen Capital Investments
Washington
$875K -$37.6K -365 -4%
AI
1419
Accredited Investors
Minnesota
$871K -$42.6K -414 -5%
BOC
1420
Barbara Oil Co
Illinois
$860K – – –
CAM
1421
CenterStar Asset Management
Illinois
$857K – – –
GRP
1422
Global Retirement Partners
California
$857K +$515K +5,001 +168%
IIM
1423
Ipswich Investment Management
Massachusetts
$856K -$8.24K -80 -1%
MCM
1424
Maryland Capital Management
Maryland
$855K +$59K +573 +8%
RM
1425
Resource Management
Louisiana
$853K +$844K +8,191 New
55 56
57
58 59