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Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1051
Prio Wealth Limited Partnership
Massachusetts
$329K – – –
BTW
1052
Boston Trust Walden
Massachusetts
$326K -$24K -250 -7%
WCM
1053
Weatherstone Capital Management
Colorado
$323K +$79.9K +833 +36%
NPF
1054
Norris Perne & French
Michigan
$321K – – –
BMC
1055
Benin Management Corp
Connecticut
$321K +$62.3K +650 +26%
NHC
1056
Nicholas Hoffman & Company
Georgia
$320K +$7.19K +75 +2%
FNBSF
1057
First National Bank Sioux Falls
South Dakota
$320K +$20.1K +210 +7%
YIA
1058
YHB Investment Advisors
Connecticut
$320K +$28.8K +300 +11%
GIM
1059
Guild Investment Management
California
$314K +$296K +3,090 New
BBA
1060
BLB&B Advisors
Pennsylvania
$308K – – –
WA
1061
Wheatland Advisors
Pennsylvania
$308K – – –
BWP
1062
Baldwin Wealth Partners
Massachusetts
$307K -$15.3K -160 -5%
MCWS
1063
McKinley Carter Wealth Services
West Virginia
$307K +$288 +3 +0.1%
SIG
1064
Schooner Investment Group
Pennsylvania
$306K -$192K -2,000 -40%
EVM
1065
Evelyn V. Moreno
$305K – – –
BJL
1066
Brighton Jones LLC
Washington
$304K -$1.15K -12 -0.4%
IAA
1067
Ironsides Asset Advisors
North Carolina
$304K +$287K +2,991 New
CCA
1068
Conestoga Capital Advisors
Pennsylvania
$303K – – –
AWA
1069
AmeriServ Wealth Advisors
Pennsylvania
$303K +$285K +2,975 New
PMFA
1070
Plante Moran Financial Advisors
Michigan
$302K +$10.1K +105 +4%
AWM
1071
Altavista Wealth Management
North Carolina
$301K -$15.7K -164 -5%
MC
1072
Middleton & Co
Massachusetts
$301K – – –
CFG
1073
Citizens Financial Group
Rhode Island
$300K -$55.9K -583 -17%
LBC
1074
Lowe Brockenbrough & Co
Virginia
$298K – – –
AWMF
1075
Arbor Wealth Management (Florida)
Florida
$290K – – –
41 42
43
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