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Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
626
Signature Estate & Investment Advisors
California
$230K -$2.7K -8 -0.9%
CP
627
Capital Planning
Washington
$230K – – –
CRC
628
Curi RMB Capital
Illinois
$230K – – –
CAAS
629
Capital Asset Advisory Services
Michigan
$227K +$55.3K +164 +23%
MCM
630
Manchester Capital Management
Vermont
$225K +$6.74K +20 +2%
SWMP
631
Signature Wealth Management Partners
New Jersey
$220K – – –
MBT
632
Montecito Bank & Trust
California
$218K – – –
TFS
633
Thoroughbred Financial Services
Tennessee
$217K +$61.7K +183 +28%
WCMNY
634
Westchester Capital Management (New York)
New York
$216K +$279K +828 New
PPP
635
Private Portfolio Partners
New Jersey
$215K +$25.6K +76 +10%
QC
636
QCM Cayman
Texas
$215K +$39.1K +116 +16%
SCA
637
STALEY CAPITAL ADVISERS
Pennsylvania
$214K -$33.7K -100 -11%
SW
638
SVB Wealth
Massachusetts
$212K -$41.5K -123 -13%
LC
639
Lavaca Capital
Texas
$212K – – –
CB
640
CNB Bank
Pennsylvania
$212K +$58.7K +174 +27%
LWAC
641
Laurel Wealth Advisors (California)
California
$210K -$160K -476 -37%
PAM
642
Paradigm Asset Management
New York
$209K – – –
SIAP
643
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K – – –
BDF
644
Balasa Dinverno & Foltz
$205K -$101K -299 -28%
GT
645
Greenleaf Trust
Michigan
$205K -$8.09K -24 -3%
BFC
646
Blue Fin Capital
Rhode Island
$204K -$8.43K -25 -3%
NFC
647
Northeast Financial Consultants
Connecticut
$204K – – –
HIC
648
Holderness Investments Company
North Carolina
$204K +$264K +782 New
FRA
649
Front Row Advisors
California
$197K +$84.3K +250 +50%
FPA
650
First Pacific Advisors
California
$195K +$72.5K +215 +41%
24 25
26
27 28