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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1426
Obermeyer Wealth Partners
Colorado
$522K +$42.5K +300 +9%
GBT
1427
Grove Bank & Trust
Florida
$516K -$646K -4,554 -56%
CPO
1428
Cerity Partners OCIO
New York
$516K +$41.3K +291 +9%
DWM
1429
Destination Wealth Management
California
$515K +$122K +860 +33%
SFFS
1430
Stonehage Fleming Financial Services
Jersey
$514K -$86.5K -610 -15%
JFGLC
1431
Johnson Financial Group LLC (Colorado)
Colorado
$513K -$179K -1,264 -27%
BS
1432
Banco Santander
Spain
$512K -$855K -6,026 -63%
PPSG
1433
Princeton Portfolio Strategies Group
New Jersey
$510K -$35.5K -250 -7%
CPA
1434
Capital Planning Advisors
California
$509K – – –
FMWA
1435
Forvis Mazars Wealth Advisors
Missouri
$508K -$29.8K -210 -6%
PHAM
1436
Palisades Hudson Asset Management
Florida
$506K – – –
FPCG
1437
Fort Pitt Capital Group
Pennsylvania
$504K +$45.2K +319 +10%
PAM
1438
PVG Asset Management
Colorado
$503K +$485K +3,423 New
MIM
1439
Montgomery Investment Management
Maryland
$501K – – –
BMM
1440
Buffington Mohr McNeal
Idaho
$501K +$3.97K +28 +0.8%
RC
1441
Roundview Capital
New Jersey
$499K +$14.2K +100 +3%
MFW
1442
Meristem Family Wealth
Minnesota
$498K -$2.98K -21 -0.6%
AL
1443
Agran Libbie
California
$498K – – –
EWA
1444
EP Wealth Advisors
California
$496K -$284 -2 -0.1%
RIM
1445
Rampart Investment Management
Connecticut
$495K +$478K +3,372 New
HCM
1446
Hollencrest Capital Management
California
$494K +$24.8K +175 +5%
RC
1447
Reik & Co
New York
$492K – – –
DJSG
1448
D.J. St. Germain
Massachusetts
$491K +$25.2K +178 +6%
NEPWA
1449
New England Private Wealth Advisors
Massachusetts
$491K +$130K +916 +38%
FIG
1450
FundX Investment Group
California
$489K – – –
56 57
58
59 60