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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1301
BBR Partners
New York
$25.4M +$2.58M +14,084 +10%
HA
1302
Harbor Advisors
Florida
$25.4M – – –
HWM
1303
Hemington Wealth Management
Virginia
$25.4M -$442K -2,409 -2%
HBT
1304
Hills Bank & Trust
Iowa
$25.4M -$891K -4,861 -3%
WPP
1305
Whalerock Point Partners
Rhode Island
$25.4M +$55.7K +304 +0.2%
RP
1306
Rowlandmiller & Partners
Georgia
$25.3M -$191K -1,042 -0.7%
IA
1307
IFG Advisory
Georgia
$25.3M +$226K +1,234 +0.8%
MMG
1308
Monetary Management Group
Missouri
$25.3M -$1.61M -8,770 -6%
SMH
1309
Sanders Morris Harris
Texas
$25.3M +$3.33M +18,173 +14%
MCA
1310
Martin Capital Advisors
Texas
$25.3M -$16.5K -90 -0.1%
SWK
1311
Stephen W. Kidder
$25.2M -$248K -1,350 -0.9%
CWG
1312
Cornerstone Wealth Group
North Carolina
$25.2M -$1.14M -6,241 -4%
JAWM
1313
J. Arnold Wealth Management
Ohio
$25.2M +$27M +147,381 New
SFG
1314
SevenBridge Financial Group
Pennsylvania
$25.2M +$191K +1,041 +0.7%
HCM
1315
Hilton Capital Management
New York
$25.2M -$3.95M -21,551 -13%
QPWM
1316
Quadrant Private Wealth Management
Pennsylvania
$25.1M -$544K -2,969 -2%
AMM
1317
American Money Management
California
$25.1M -$95.4K -520 -0.4%
UAS
1318
United Asset Strategies
New York
$25M +$80.7K +440 +0.3%
ACM
1319
Ardent Capital Management
Ohio
$25M +$730K +3,979 +3%
GJCM
1320
Grand Jean Capital Management
California
$25M -$917 -5 -0%
SAG
1321
SageView Advisory Group
California
$25M +$639K +3,482 +2%
PFA
1322
Pure Financial Advisors
California
$24.9M +$2.55M +13,880 +11%
HKIM
1323
Hayek Kallen Investment Management
Alabama
$24.9M -$379K -2,069 -1%
FHB
1324
First Hawaiian Bank
Hawaii
$24.9M +$168K +914 +0.6%
FG
1325
Foster Group
Iowa
$24.9M +$750K +4,089 +3%
51 52
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