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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2326
Orrstown Financial Services
Pennsylvania
$281K -$498K -10,188 -64%
BWM
2327
Baystate Wealth Management
Massachusetts
$281K -$20.6K -422 -7%
SICM
2328
Sustainable Insight Capital Management
New York
$279K +$273K +5,600 New
CFO
2329
CVA Family Office
Colorado
$278K -$56.5K -1,157 -17%
CAM
2330
Covenant Asset Management
New Jersey
$278K +$273K +5,581 New
PBF
2331
Petix & Botte Financial
California
$275K +$49 +1 +0%
HFS
2332
Howard Financial Services
Texas
$275K +$1.51K +31 +0.6%
WWM
2333
Wolff Wiese Magana
California
$275K +$270K +5,525 New
CRIG
2334
Charter Research & Investment Group
Connecticut
$274K +$78.1K +1,600 +41%
FAN
2335
Financial Advisors Network
California
$273K +$3.22K +66 +1%
WWMSC
2336
Wagner Wealth Management (South Carolina)
South Carolina
$273K +$268K +5,483 New
ODCM
2337
Old Dominion Capital Management
Virginia
$272K +$11.2K +229 +4%
AFAS
2338
Acorn Financial Advisory Services
Virginia
$271K -$48.8K -999 -16%
SDWMA
2339
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K +$266K +5,442 New
EWP
2340
Engrave Wealth Partners
Texas
$269K -$17.1K -350 -7%
AIM
2341
Avity Investment Management
Connecticut
$267K -$125K -2,550 -32%
FM
2342
Family Management
New York
$267K -$1.61K -33 -0.6%
PWM
2343
Praetorian Wealth Management
California
$266K – – –
GIA
2344
Gladstone Institutional Advisory
Florida
$265K -$219K -4,492 -46%
BFIC
2345
Bedell Frazier Investment Counselling
California
$265K +$23.9K +489 +10%
AAP
2346
Arax Advisory Partners
Colorado
$265K +$49.3K +1,009 +23%
VFP
2347
Verus Financial Partners
Virginia
$264K -$1.26M -25,786 -83%
BMCM
2348
Bryn Mawr Capital Management
Pennsylvania
$264K -$219K -4,481 -46%
SWM
2349
Selective Wealth Management
Virginia
$262K – – –
BI
2350
Berkeley Inc
Idaho
$261K +$256K +5,245 New
92 93
94
95 96