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Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1176
Prio Wealth Limited Partnership
Massachusetts
$265K +$1.94K +8 +0.7%
LOAMS
1177
Lombard Odier Asset Management (Switzerland)
Switzerland
$264K – – –
FPFS
1178
First Personal Financial Services
North Carolina
$264K +$4.36K +18 +2%
CIC
1179
Carnegie Investment Counsel
Ohio
$263K -$86.9K -359 -24%
SL
1180
Summitry LLC
California
$260K – – –
BCM
1181
Bienville Capital Management
New York
$259K – – –
HA
1182
Harbor Advisors
Florida
$258K – – –
MIM
1183
Marco Investment Management
Georgia
$258K – – –
KSA
1184
Ken Stern & Associates
California
$257K – – –
ESBC
1185
E.S. Barr & Co
Kentucky
$255K – – –
TAM
1186
Taurus Asset Management
New York
$253K -$72.6K -300 -22%
EWA
1187
EP Wealth Advisors
California
$253K +$254K +1,050 New
NIC
1188
Northwest Investment Counselors
Oregon
$252K – – –
JCM
1189
Jacobi Capital Management
Pennsylvania
$252K +$14.5K +60 +6%
CCM
1190
Cohen Capital Management
California
$250K – – –
WWM
1191
Windsor Wealth Management
Indiana
$250K +$252K +1,039 New
ATC
1192
Adirondack Trust Company
New York
$249K +$1.21K +5 +0.5%
KCM
1193
Kanawha Capital Management
Virginia
$248K – – –
BCWM
1194
Blue Chip Wealth Management
Florida
$247K -$35.8K -148 -13%
FFC
1195
First Financial Corp
Indiana
$247K – – –
CAI
1196
Capital Advisors Inc
Oklahoma
$245K -$8.23K -34 -3%
OC
1197
Oakworth Capital
Alabama
$242K +$50.4K +208 +26%
RM
1198
Resource Management
Louisiana
$242K +$243K +1,004 New
CP
1199
Cumberland Partners
Ontario, Canada
$241K – – –
NJBEST
1200
New Jersey Better Educational Savings Trust
New Jersey
$241K – – –
46 47
48
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