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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
626
PRW Wealth Management
Massachusetts
$266K – – –
CAAS
627
Capital Asset Advisory Services
Michigan
$265K -$50.9K -1,110 -16%
ADMI
628
Albert D. Mason Inc
Massachusetts
$263K +$8.98K +196 +3%
HSA
629
HBK Sorce Advisory
Pennsylvania
$262K -$183K -4,004 -40%
BAMF
630
BI Asset Management Fondsmaeglerselskab
Denmark
$261K -$508K -11,081 -65%
ECM
631
Evergreen Capital Management
Washington
$257K -$11.7K -255 -4%
EFM
632
E Fund Management
China
$257K -$20.3K -443 -7%
OC
633
Oppenheimer & Co
New York
$256K -$3.94K -86 -1%
BOSSRA
634
B.O.S.S. Retirement Advisors
Utah
$256K +$265K +5,773 New
LIM
635
Leavell Investment Management
Alabama
$253K – – –
ABLA
636
Alan B. Lancz & Associates
Ohio
$251K – – –
WB
637
WesBanco Bank
West Virginia
$251K +$258K +5,641 New
TWP
638
Tempus Wealth Planning
California
$250K +$9.03K +197 +4%
ESCM
639
Echo Street Capital Management
New York
$246K -$311K -6,792 -55%
DF
640
Donoghue Forlines
Massachusetts
$242K -$26K -567 -9%
HPC
641
HM Payson & Co
Maine
$240K +$102K +2,230 +70%
FBB
642
Fulton Breakefield Broenniman
Maryland
$238K +$183 +4 +0.1%
AUB
643
Atlantic Union Bankshares
Virginia
$237K +$245K +5,349 New
CA
644
Clearstead Advisors
Ohio
$235K +$5.27K +115 +2%
UB
645
UMB Bank
Missouri
$234K -$220K -4,793 -48%
OPCM
646
Osborne Partners Capital Management
California
$233K – – –
CFG
647
Cooper Financial Group
California
$231K +$15.7K +342 +7%
CA
648
Centerpoint Advisors
Massachusetts
$230K +$550 +12 +0.2%
PA
649
Pinnacle Associates
New York
$226K +$5.45K +119 +2%
WJWM
650
Williams Jones Wealth Management
New York
$225K -$150K -3,280 -39%
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