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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1226
Freedom Investment Management
Connecticut
$9.41M +$462K +9,476 +5%
FMWA
1227
Forvis Mazars Wealth Advisors
Missouri
$9.4M -$371K -7,624 -4%
UAS
1228
United Asset Strategies
New York
$9.4M -$248K -5,084 -3%
MBTD
1229
Mechanics Bank - Trust Department
California
$9.39M -$30.6K -628 -0.3%
BO
1230
BRR OpCo
Ohio
$9.39M -$86.3K -1,772 -0.9%
NFG
1231
Nadler Financial Group
Illinois
$9.39M +$133K +2,736 +1%
IIM
1232
Ipswich Investment Management
Massachusetts
$9.38M -$138K -2,824 -1%
SMH
1233
Sanders Morris Harris
Texas
$9.32M +$6.3M +129,200 +226%
FBP
1234
Flippin Bruce & Porter
Virginia
$9.29M -$17.9K -368 -0.2%
SEC
1235
Seven Eight Capital
New York
$9.26M +$4.54M +93,200 +99%
BRA
1236
Biechele Royce Advisors
Indiana
$9.26M -$161K -3,304 -2%
SIC
1237
SFE Investment Counsel
California
$9.24M -$140K -2,864 -2%
BCMNY
1238
Buckingham Capital Management (New York)
New York
$9.23M -$575K -11,800 -6%
IFWM
1239
Institute for Wealth Management
Colorado
$9.16M -$33.5M -688,364 -79%
SCM
1240
Stonebridge Capital Management
California
$9.16M -$966K -19,820 -10%
HCM
1241
Hutchinson Capital Management
California
$9.15M +$127K +2,612 +1%
LA
1242
LVW Advisors
New York
$9.14M -$1.02M -20,972 -10%
TWMP
1243
Taylor Wealth Management Partners
Massachusetts
$9.14M -$923K -18,940 -9%
EWM
1244
Empirical Wealth Management
Washington
$9.13M +$1.02M +20,844 +13%
AMAL
1245
Asset Management Advisors LLC
Oklahoma
$9.11M -$250K -5,140 -3%
GVAG
1246
Great Valley Advisor Group
Delaware
$9.11M +$1.83M +37,656 +26%
CCM
1247
Carderock Capital Management
Maryland
$9.11M -$78.2K -1,604 -0.9%
PP
1248
Professional Planning
California
$9.09M +$63.9K +1,312 +0.7%
NCM
1249
Northstar Capital Management
New York
$9.09M -$474K -9,720 -5%
HAM
1250
Highstreet Asset Management
Ontario, Canada
$9.08M -$321K -6,580 -3%
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