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Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1301
M&R Capital Management
New Jersey
$814K +$5.38K +25 +0.8%
ACM
1302
AUA Capital Management
Pennsylvania
$812K – – –
MC
1303
Middleton & Co
Massachusetts
$811K -$21.5K -100 -3%
FNBSF
1304
First National Bank Sioux Falls
South Dakota
$810K – – –
OFW
1305
Omnia Family Wealth
Florida
$809K – – –
YIA
1306
YHB Investment Advisors
Connecticut
$809K +$3.66K +17 +0.5%
SW
1307
SlateStone Wealth
Florida
$807K -$31.2K -145 -4%
BMO
1308
Beck Mack & Oliver
New York
$807K +$430K +2,000 +140%
WOC
1309
West Oak Capital
California
$806K -$18.3K -85 -2%
VWM
1310
Valley Wealth Managers
New Jersey
$806K +$404K +1,879 +122%
AF
1311
Advisornet Financial
Minnesota
$804K +$404K +1,876 +122%
OFS
1312
Orrstown Financial Services
Pennsylvania
$801K +$732K +3,402 New
PWLP
1313
Prio Wealth Limited Partnership
Massachusetts
$797K -$17.2K -80 -2%
TCM
1314
Tributary Capital Management
Nebraska
$789K -$75.3K -350 -9%
SB
1315
Simmons Bank
Arkansas
$789K -$26.9K -125 -4%
SFA
1316
Semmax Financial Advisors
North Carolina
$785K +$390K +1,815 +119%
CWM
1317
Confluence Wealth Management
Oregon
$777K – – –
LC
1318
LCNB Corp
Ohio
$773K -$65.8K -306 -9%
QCM
1319
Quest Capital Management
Texas
$770K +$433K +2,014 +159%
B
1320
Brightworth
Georgia
$766K +$25.4K +118 +4%
ONB
1321
Old National Bancorp
Indiana
$765K -$54.9K -255 -7%
ESB
1322
Essex Savings Bank
Connecticut
$765K -$2.58K -12 -0.4%
IIM
1323
Ipswich Investment Management
Massachusetts
$765K – – –
TA
1324
TFG Advisers
Michigan
$764K +$124K +576 +22%
WWM
1325
Windsor Wealth Management
Indiana
$762K -$18.7K -87 -3%
51 52
53
54 55