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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1126
L2 Asset Management
Massachusetts
$326K +$313K +1,000 New
MFC
1127
Mechanics Financial Corp
Ohio
$326K – – –
SAM
1128
Strategy Asset Managers
California
$324K -$1.57K -5 -0.5%
PWM
1129
Prentice Wealth Management
New York
$323K +$31K +99 +11%
EHC
1130
Everett Harris & Co
California
$321K – – –
RTC
1131
Riverview Trust Company
Washington
$321K – – –
E
1132
Ergoteles
New York
$321K -$273K -870 -46%
PBO
1133
Peoples Bank (Ohio)
Ohio
$319K -$97.5K -311 -24%
FFP
1134
FourThought Financial Partners
Florida
$318K +$305K +974 New
EFM
1135
E Fund Management
China
$313K -$11.6K -37 -4%
TWA
1136
Tandem Wealth Advisors
Arizona
$312K +$300K +957 New
CIP
1137
Convergence Investment Partners
Florida
$312K +$299K +955 New
CWM
1138
Cahaba Wealth Management
Georgia
$311K +$299K +953 New
GPI
1139
General Partner Inc
Pennsylvania
$311K +$298K +952 New
NB
1140
Nicolet Bankshares
Wisconsin
$310K -$8.15K -26 -3%
EAM
1141
Evanson Asset Management
California
$308K -$19.4K -62 -6%
APWM
1142
Argonautica Private Wealth Management
Massachusetts
$308K +$296K +943 New
MWM
1143
Meridian Wealth Management
Kentucky
$308K +$7.52K +24 +3%
W
1144
Wealthquest
Ohio
$307K +$12.5K +40 +4%
CAM
1145
Cozad Asset Management
Illinois
$307K +$40.7K +130 +16%
OFG
1146
Oxford Financial Group
Indiana
$306K +$53.3K +170 +22%
ACM
1147
Advisors Capital Management
New Jersey
$305K -$26.3K -84 -8%
OWP
1148
Obermeyer Wealth Partners
Colorado
$303K -$16.3K -52 -5%
FHB
1149
First Hawaiian Bank
Hawaii
$303K -$1.25K -4 -0.4%
LC
1150
Landaas & Company
Wisconsin
$303K – – –
44 45
46
47 48