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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1301
Obermeyer Wealth Partners
Colorado
$273K – – –
PNC
1302
Park National Corp
Ohio
$272K +$11.9K +40 +5%
TAM
1303
Trillium Asset Management
Massachusetts
$271K – – –
RA
1304
RFG Advisory
Alabama
$270K +$13.7K +46 +5%
PFA
1305
Pinnacle Family Advisors
Missouri
$270K +$269K +907 New
COCM
1306
Charter Oak Capital Management
New Hampshire
$268K – – –
SIP
1307
Stoneridge Investment Partners
Pennsylvania
$268K – – –
SCM
1308
Sitrin Capital Management
California
$266K – – –
1WA
1309
180 Wealth Advisors
Washington
$266K +$33.8K +114 +13%
DC
1310
Diametric Capital
Massachusetts
$264K -$527K -1,777 -67%
FCIM
1311
Fairview Capital Investment Management
California
$264K -$7.42K -25 -3%
ICM
1312
IMS Capital Management
Oregon
$264K – – –
SIM
1313
Sonora Investment Management
Arizona
$264K +$2.97K +10 +1%
JPG
1314
Jordan Park Group
California
$264K +$263K +885 New
ASBI
1315
American State Bank (Iowa)
Iowa
$261K – – –
IA
1316
Insight Advisors
Pennsylvania
$261K -$118K -399 -30%
EFS
1317
Essex Financial Services
Connecticut
$261K – – –
FFWM
1318
Future Financial Wealth Management
Ohio
$261K +$14.8K +50 +6%
LW
1319
Linscomb Wealth
Texas
$261K +$35K +118 +16%
OC
1320
Oakworth Capital
Alabama
$260K – – –
NB
1321
Northwest Bancshares
Pennsylvania
$259K -$15.4K -52 -6%
OPWM
1322
Oxinas Partners Wealth Management
Indiana
$259K +$297 +1 +0.1%
T
1323
TOBAM
France
$258K – – –
SFA
1324
Sequoia Financial Advisors
Ohio
$258K +$7.12K +24 +3%
APWM
1325
Atlas Private Wealth Management
New York
$257K -$29.1K -98 -10%
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