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Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
1301
Rock Point Advisors
Vermont
$371K +$12.5K +135 +4%
FFA
1302
First Foundation Advisors
California
$370K -$460K -4,961 -58%
FMTC
1303
Farmers & Merchants Trust Company
California
$370K -$7.23K -78 -2%
BCM
1304
Blume Capital Management
California
$369K – – –
HI
1305
Hudock Inc
Pennsylvania
$369K +$3.43K +37 +1%
JC
1306
JB Capital
Connecticut
$369K -$1.39K -15 -0.4%
BIP
1307
Blueprint Investment Partners
North Carolina
$369K +$335K +3,619 New
FWIA
1308
Fort Washington Investment Advisors
Ohio
$368K -$34.8K -376 -9%
HA
1309
Herold Advisors
New York
$367K +$15.8K +171 +5%
OL
1310
OneFund LLC
Florida
$367K +$334K +3,606 New
IPAM
1311
Investment Partners Asset Management
New Jersey
$366K +$333K +3,594 New
CIP
1312
Convergence Investment Partners
Florida
$366K -$130K -1,408 -28%
AW
1313
Atlas Wealth
Ohio
$365K – – –
PFSC
1314
Peoples Financial Services Corp
Pennsylvania
$364K -$4.26K -46 -1%
OWA
1315
Octavia Wealth Advisors
Ohio
$364K -$26.5K -286 -7%
FUBT
1316
First United Bank & Trust
Maryland
$363K +$4.35K +47 +1%
DWA
1317
Douglass Winthrop Advisors
New York
$362K -$556 -6 -0.2%
SWK
1318
Stephen W. Kidder
$362K – – –
PGA
1319
Portland Global Advisors
Maine
$361K – – –
EB
1320
Exchange Bank
California
$360K -$5.19K -56 -2%
FIC
1321
FCG Investment Company
Tennessee
$360K +$327K +3,530 New
BFA
1322
Beaumont Financial Advisors
Massachusetts
$359K +$6.49K +70 +2%
KP
1323
Keel Point
Alabama
$359K +$27.8K +300 +9%
CB
1324
Community Bank
New York
$358K -$41.6K -449 -11%
HH
1325
Hilltop Holdings
Texas
$358K +$87.1K +940 +37%
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