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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
876
Oakwood Capital Management
California
$550K – – –
PCAP
877
Pratt Collard Advisory Partners
New York
$550K – – –
UAM
878
UAS Asset Management
New York
$550K +$507K +5,000 New
WWM
879
Windsor Wealth Management
Indiana
$547K +$65.4K +645 +15%
CWM
880
Chesapeake Wealth Management
Virginia
$542K -$81.6K -805 -14%
BA
881
Bristlecone Advisors
Washington
$538K +$9.63K +95 +2%
FHA
882
Flagship Harbor Advisors
Massachusetts
$537K +$40.6K +400 +9%
BMC
883
Beaton Management Company
Massachusetts
$536K +$12.7K +125 +3%
SW
884
SlateStone Wealth
Florida
$534K -$3.04K -30 -0.6%
TCM
885
Twin Capital Management
Pennsylvania
$532K – – –
WA
886
WBH Advisory
Maryland
$529K – – –
WOC
887
West Oak Capital
California
$528K – – –
SP
888
Symmetry Partners
Connecticut
$524K – – –
PCM
889
Parsons Capital Management
Rhode Island
$519K +$53.7K +530 +13%
SS
890
Simplicity Solutions
Minnesota
$518K +$74.5K +735 +18%
EF
891
Empowered Funds
Pennsylvania
$513K +$473K +4,670 New
AF
892
Affiance Financial
Minnesota
$510K – – –
QCG
893
Quadrant Capital Group
Ohio
$505K -$7.1K -70 -2%
CCM
894
Coldstream Capital Management
Washington
$492K -$47.6K -470 -10%
BM
895
Brandywine Managers
Delaware
$491K – – –
APP
896
Avantax Planning Partners
Iowa
$491K +$180K +1,775 +66%
PCM
897
Penserra Capital Management
California
$487K +$207K +2,045 +85%
KMWM
898
Keudell/Morrison Wealth Management
Oregon
$481K -$54.2K -535 -11%
PMA
899
Prudent Man Advisors
Illinois
$479K +$23.3K +230 +6%
ZIM
900
Zacks Investment Management
Illinois
$478K -$2.22M -21,915 -83%
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