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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1401
Burke & Herbert Bank & Trust
Virginia
$205K +$197K +539 New
PA
1402
Prossimo Advisors
California
$205K +$196K +537 New
HFM
1403
Harvest Fund Management
China
$204K – – –
FOA
1404
Five Oceans Advisors
California
$204K +$195K +535 New
MPI
1405
Mairs & Power Inc
Minnesota
$203K +$194K +532 New
FTA
1406
Financial & Tax Architects
Missouri
$202K +$193K +529 New
MWM
1407
Maltin Wealth Management
New Jersey
$201K +$193K +529 New
MCM
1408
Mainstay Capital Management
Michigan
$200K +$192K +526 New
MAM
1409
Montchanin Asset Management
Delaware
$200K +$192K +525 New
RTC
1410
Riverview Trust Company
Washington
$200K -$168K -460 -47%
GCM
1411
Gables Capital Management
Florida
$194K – – –
CB
1412
CNB Bank
Pennsylvania
$191K +$183K +500 New
CWC
1413
Carolinas Wealth Consulting
North Carolina
$190K -$17.2K -47 -0.1%
PCFFS
1414
Pacific Center for Financial Services
California
$181K – – –
SWA
1415
SOA Wealth Advisors
New York
$179K – – –
TFP
1416
Tilia Fiduciary Partners
North Carolina
$178K -$8.03K -22 -4%
SSB
1417
Sandy Spring Bank
Maryland
$176K +$12.8K +35 +8%
BCMLT
1418
Beacon Capital Management LLC (Tennessee)
Tennessee
$173K +$44.2K +121 +36%
TF
1419
Tompkins Financial
New York
$172K +$165K +451 New
SS
1420
Sunbelt Securities
Texas
$166K +$1.46K +4 +0.9%
CA
1421
Centerpoint Advisors
Massachusetts
$162K – – –
IUHSA
1422
Itau Unibanco Holding S.A.
Brazil
$160K +$153K +419 New
PO
1423
Private Ocean
California
$157K +$66.5K +182 +79%
CAL
1424
Capital Advisors Ltd
Ohio
$156K +$47.8K +131 +47%
FA
1425
Fiduciary Alliance
South Carolina
$154K +$148K +404 New
55 56
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58 59