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Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1026
Jaffetilchin Investment Partners
Florida
$277K +$261K +1,228 New
RCM
1027
RNC Capital Management
California
$276K -$164K -772 -39%
RHBC
1028
R.H. Bluestein & Co
Michigan
$275K -$1.92K -9 -0.7%
BHBT
1029
Burke & Herbert Bank & Trust
Virginia
$274K +$2.13K +10 +0.8%
BWM
1030
BigSur Wealth Management
Florida
$271K – – –
ESBC
1031
E.S. Barr & Co
Kentucky
$271K – – –
MHIC
1032
Marble Harbor Investment Counsel
Massachusetts
$271K – – –
RWMH
1033
Riverpoint Wealth Management Holdings
Illinois
$265K +$8.52K +40 +3%
CG
1034
Corundum Group
Colorado
$264K +$35.8K +168 +17%
MIM
1035
Marco Investment Management
Georgia
$263K – – –
VFA
1036
Valeo Financial Advisors
Indiana
$262K +$247K +1,161 New
CSIC
1037
Clifford Swan Investment Counsel
California
$262K +$247K +1,162 New
SHGA
1038
Sand Hill Global Advisors
California
$261K -$9.58K -45 -4%
JIC
1039
Joel Isaacson & Co
New York
$261K +$246K +1,155 New
FPFS
1040
First Personal Financial Services
North Carolina
$259K -$29.6K -139 -11%
SPIA
1041
Steward Partners Investment Advisory
New York
$259K +$5.96K +28 +2%
BCA
1042
Benchmark Capital Advisors
New York
$259K +$10.6K +50 +5%
FDCC
1043
Foster Dykema Cabot & Co
Massachusetts
$254K -$339K -1,594 -59%
PNC
1044
Park National Corp
Ohio
$254K -$11.3K -53 -4%
HFA
1045
High Falls Advisors
New York
$254K +$426 +2 +0.2%
CAI
1046
Capital Advisors Inc
Oklahoma
$252K – – –
MSAM
1047
Moloney Securities Asset Management
Missouri
$252K +$238K +1,116 New
AI
1048
Accredited Investors
Minnesota
$251K +$426 +2 +0.2%
NEPWA
1049
New England Private Wealth Advisors
Massachusetts
$250K – – –
GS
1050
Girard Securities
California
$249K -$107K -503 -31%
40 41
42
43 44