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Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1826
Standard Family Office
South Dakota
$333K – – –
WOC
1827
West Oak Capital
California
$333K – – –
CIP
1828
Convergence Investment Partners
Florida
$332K -$2.21K -21 -0.7%
WB
1829
Webster Bank
Connecticut
$332K – – –
PIM
1830
Penobscot Investment Management
Massachusetts
$331K – – –
MPW
1831
Monterey Private Wealth
California
$330K -$30.3K -289 -9%
BCM
1832
BTC Capital Management
Iowa
$330K -$6.2K -59 -2%
EWM
1833
Evermay Wealth Management
Virginia
$330K -$2.1K -20 -0.7%
LF
1834
Lantz Financial
Illinois
$329K +$46.6K +444 +17%
AW
1835
ACG Wealth
Georgia
$328K -$308K -2,934 -49%
EPWM
1836
Essex Private Wealth Management
Massachusetts
$328K -$17.7K -169 -5%
MW
1837
MBL Wealth
North Carolina
$327K -$420 -4 -0.1%
OPWM
1838
Oxinas Partners Wealth Management
Indiana
$327K +$84.9K +809 +37%
NDSI
1839
Newman Dignan & Sheerar Inc
Rhode Island
$326K +$313K +2,985 New
BW
1840
Bison Wealth
Georgia
$325K +$38.4K +366 +14%
OWP
1841
Obermeyer Wealth Partners
Colorado
$324K +$98.3K +936 +46%
STB
1842
S&T Bank
Pennsylvania
$323K +$1.57K +15 +0.5%
KCM
1843
Kanawha Capital Management
Virginia
$323K +$4.09K +39 +1%
SFP
1844
Strategic Financial Partners
Oregon
$320K – – –
SDWMA
1845
Schneider Downs Wealth Management Advisors
Pennsylvania
$320K +$307K +2,927 New
CC
1846
Constitution Capital
Connecticut
$320K +$308K +2,930 New
FPA
1847
First Pacific Advisors
California
$318K – – –
NAG
1848
Northstar Advisory Group
New Jersey
$317K -$10.7K -102 -3%
WSC
1849
Wellington Shields & Co
New York
$317K +$8.4K +80 +3%
ACG
1850
Allen Capital Group
Nebraska
$317K +$42.2K +402 +16%
72 73
74
75 76