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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1276
Palladium Partners
Virginia
$441K – – –
DMC
1277
Drexel Morgan & Co
Pennsylvania
$440K – – –
TSW
1278
Thompson Siegel & Walmsley
Virginia
$440K – – –
WAP
1279
Wealthcare Advisory Partners
Pennsylvania
$439K +$25.2K +294 +7%
9WM
1280
9258 Wealth Management
Ohio
$438K -$18.9K -220 -5%
ACM
1281
Alta Capital Management
Utah
$438K – – –
CPO
1282
Cerity Partners OCIO
New York
$436K -$4.12K -48 -1%
CAW
1283
Cornerstone Advisors (Washington)
Washington
$435K -$24.2K -282 -6%
EFS
1284
Essex Financial Services
Connecticut
$432K +$31.9K +372 +9%
RGIA
1285
Rainier Group Investment Advisory
Washington
$429K +$2.74K +32 +0.7%
POIA
1286
Pin Oak Investment Advisors
Texas
$427K – – –
AIS
1287
American Investment Services
Massachusetts
$427K +$1.72K +20 +0.4%
BC
1288
Burleson & Co
California
$426K – – –
LBD
1289
Landsberg Bennett & Dubbaneh
Florida
$422K +$13.6K +158 +4%
CAC
1290
Certified Advisory Corp
Florida
$419K +$24.1K +281 +7%
FMB
1291
Field & Main Bank
Kentucky
$418K -$8.58K -100 -2%
TIA
1292
Tiemann Investment Advisors
California
$417K -$13.7K -160 -3%
VWM
1293
Venturi Wealth Management
Texas
$415K +$1.2K +14 +0.3%
PC
1294
Port Capital
Illinois
$414K -$7.97K -93 -2%
BHBT
1295
Burke & Herbert Bank & Trust
Virginia
$414K – – –
MPI
1296
Mairs & Power Inc
Minnesota
$413K – – –
MBT
1297
Montecito Bank & Trust
California
$412K +$30K +350 +9%
TFS
1298
TrustCore Financial Services
Tennessee
$407K +$6K +70 +2%
PW
1299
Peninsula Wealth
California
$407K +$371K +4,328 New
MWP
1300
MYCIO Wealth Partners
Pennsylvania
$405K +$1.8K +21 +0.5%
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