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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1076
Beese Fulmer Investment Management
Ohio
$697K -$68.9K -2,844 -12%
JWM
1077
JGP Wealth Management
Oregon
$696K -$82.3K -3,395 -15%
FMWA
1078
Forvis Mazars Wealth Advisors
Missouri
$695K -$31.2K -1,289 -6%
SIA
1079
SeaBridge Investment Advisors
New Jersey
$694K +$501K +20,692 New
FHWM
1080
Fox Hill Wealth Management
Massachusetts
$694K +$501K +20,683 New
ATC
1081
Adirondack Trust Company
New York
$693K -$9.38K -387 -2%
ST
1082
Smithfield Trust
Pennsylvania
$692K -$66.9K -2,762 -12%
GIA
1083
Guyasuta Investment Advisors
Pennsylvania
$689K -$147K -6,086 -23%
RSWM
1084
Robertson Stephens Wealth Management
California
$689K -$27.8K -1,148 -5%
WE
1085
Wealth Effects
Massachusetts
$689K +$497K +20,530 New
AIM
1086
Advyzon Investment Management
Illinois
$688K +$96.1K +3,967 +24%
SFC
1087
SYM Financial Corp
Indiana
$687K -$61.7K -2,545 -11%
SC
1088
Schulhoff & Co
Ohio
$686K -$9.35K -386 -2%
SRC
1089
Shufro Rose & Co
New York
$686K – – –
IWA
1090
IVC Wealth Advisors
Pennsylvania
$685K -$21.7K -894 -4%
1SB
1091
1ST Source Bank
Indiana
$684K -$134K -5,551 -21%
NWM
1092
Northwest Wealth Management
Iowa
$682K +$36.4K +1,504 +8%
PF
1093
Phoenix Financial
Israel
$681K +$492K +20,300 New
NFG
1094
Nations Financial Group
Iowa
$681K -$35.9K -1,480 -7%
LI
1095
LMCG Investments
Massachusetts
$680K -$57.2K -2,363 -10%
FIA
1096
Foundations Investment Advisors
Arizona
$679K -$151K -6,248 -24%
CAAS
1097
Capital Asset Advisory Services
Michigan
$675K -$38.8K -1,602 -7%
KIA
1098
KCM Investment Advisors
California
$673K -$55.3K -2,281 -10%
QFA
1099
Quattro Financial Advisors
Texas
$671K – – –
CCM
1100
Corsair Capital Management
New York
$671K +$485K +20,000 New
42 43
44
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