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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1901
Profit Investment Management
Maryland
$361K +$345K +1,222 New
SLG
1902
Stanley-Laman Group
Pennsylvania
$360K +$55.5K +197 +19%
PFGIA
1903
Patriot Financial Group Insurance Agency
Massachusetts
$359K -$82K -291 -19%
HC
1904
HNP Capital
New York
$359K -$75.6K -268 -18%
CCA
1905
Conestoga Capital Advisors
Pennsylvania
$359K – – –
BCAM
1906
Boston Common Asset Management
Massachusetts
$358K – – –
FSC
1907
Full Sail Capital
Oklahoma
$358K – – –
WPC
1908
Waters Parkerson & Co
Louisiana
$358K – – –
AFAS
1909
Acorn Financial Advisory Services
Virginia
$358K +$35.8K +127 +12%
FNT
1910
First Nebraska Trust
Nebraska
$356K +$14.1K +50 +4%
FFW
1911
Fusion Family Wealth
New York
$356K – – –
SCA
1912
Stonebridge Capital Advisors
Minnesota
$356K +$10.4K +37 +3%
XWM
1913
Xcel Wealth Management
Florida
$354K -$56.4K -200 -14%
AWM
1914
Aprio Wealth Management
Georgia
$354K -$29K -103 -8%
SCI
1915
S&CO Inc
Massachusetts
$353K +$2.82K +10 +0.8%
CHA
1916
Carmichael Hill & Associates
Maryland
$353K +$4.79K +17 +1%
LSPW
1917
Lake Street Private Wealth
Illinois
$352K +$336K +1,192 New
VRM
1918
Vectors Research Management
New York
$351K -$12.7K -45 -4%
HFM
1919
Hartford Financial Management
Connecticut
$350K -$56.4K -200 -14%
MSFP
1920
Mark Sheptoff Financial Planning
Connecticut
$350K +$28.2K +100 +9%
NB
1921
NBT Bank
New York
$348K -$28.2K -100 -8%
KFGK
1922
Keystone Financial Group (Kentucky)
Kentucky
$348K +$9.87K +35 +3%
DMC
1923
Drexel Morgan & Co
Pennsylvania
$346K – – –
SPIO
1924
Seven Post Investment Office
California
$344K – – –
CL
1925
Choreo LLC
Illinois
$343K -$18K -64 -5%
75 76
77
78 79