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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1051
Merrion Investment Management
New Jersey
$211K +$201K +3,000 New
MAM
1052
Mystic Asset Management
Rhode Island
$210K +$201K +2,993 New
JPWM
1053
Jamison Private Wealth Management
Georgia
$210K – – –
CA
1054
Cornerstone Advisory
Maryland
$209K +$200K +2,980 New
KFGK
1055
Keystone Financial Group (Kentucky)
Kentucky
$208K +$199K +2,968 New
BIM
1056
Bridges Investment Management
Nebraska
$208K -$20.1K -300 -9%
HIC
1057
Holderness Investments Company
North Carolina
$208K +$199K +2,966 New
PNC
1058
Park National Corp
Ohio
$208K +$198K +2,957 New
CAM
1059
Cidel Asset Management
Ontario, Canada
$207K +$198K +2,949 New
NG
1060
Norden Group
Utah
$207K -$22.8K -340 -10%
OFG
1061
OmniStar Financial Group
North Carolina
$206K +$197K +2,936 New
KIA
1062
KCM Investment Advisors
California
$206K +$197K +2,933 New
FHA
1063
First Horizon Advisors
Tennessee
$205K +$13.1K +195 +7%
FNBTCON
1064
First National Bank & Trust Co of Newtown
Pennsylvania
$204K +$195K +2,904 New
DI
1065
DFPG Investments
Utah
$203K +$189K +2,825 New
RMC
1066
Resources Management Corp
Connecticut
$201K – – –
EWM
1067
Empirical Wealth Management
Washington
$201K +$191K +2,857 New
EFSCE
1068
Enterprise Financial Services Corp (EFSC)
Missouri
$200K +$191K +2,855 New
AC
1069
Allstate Corporation
Illinois
$200K +$191K +2,853 New
EWA
1070
Emergent Wealth Advisors
New York
$200K +$191K +2,850 New
RAM
1071
Ramirez Asset Management
New York
$200K – – –
CA
1072
Clearstead Advisors
Ohio
$200K -$132K -1,968 -41%
UCB
1073
United Community Bank
South Carolina
$200K +$7.3K +109 +4%
CT
1074
Clearstead Trust
Maine
$199K -$225K -3,355 -54%
LWCFA
1075
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K – – –
41 42
43
44 45