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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1676
Kingfisher Capital
North Carolina
$5.07M +$46.5K +1,096 +1%
BCM
1677
Brown Capital Management
Maryland
$5.03M +$89.6K +2,112 +2%
CWM
1678
Circle Wealth Management
New Jersey
$5.03M +$2.01M +47,472 +81%
CPC
1679
Congress Park Capital
New York
$5.03M +$53.6K +1,264 +1%
BCCM
1680
Bridge Creek Capital Management
Massachusetts
$5.02M +$317K +7,476 +8%
TL
1681
TrueWealth LLC
Georgia
$5.01M +$70.8K +1,668 +2%
PFGIA
1682
Patriot Financial Group Insurance Agency
Massachusetts
$5.01M +$701K +16,536 +19%
HCA
1683
Harbour Capital Advisors
Virginia
$5M -$7.63K -180 -0.2%
DBRC
1684
D.B. Root & Company
Pennsylvania
$4.99M -$81.8K -1,928 -2%
SFWA
1685
Summit Financial Wealth Advisors
Louisiana
$4.97M +$498K +11,740 +13%
FCM
1686
Ferox Capital Management
United Kingdom
$4.96M – – –
LCP
1687
LGT Capital Partners
Switzerland
$4.96M +$918K +21,640 +26%
ITIM
1688
Indiana Trust & Investment Management
Indiana
$4.96M -$88.2K -2,080 -2%
GWMIA
1689
Global Wealth Management Investment Advisory
Florida
$4.96M +$489K +11,540 +12%
RPC
1690
Rossmore Private Capital
Connecticut
$4.95M -$121K -2,860 -3%
FA
1691
FCG Advisors
New Jersey
$4.95M +$44.6K +1,052 +1%
BPM
1692
Blue Pool Management
Hong Kong
$4.94M +$4.41M +104,000 New
AC
1693
Arjuna Capital
North Carolina
$4.94M -$217K -5,120 -5%
SAM
1694
Security Asset Management
New York
$4.94M +$1.22M +28,760 +38%
GLAM
1695
Gardner Lewis Asset Management
Pennsylvania
$4.93M -$384K -9,060 -8%
ST
1696
Somerset Trust
Pennsylvania
$4.92M +$25.8K +608 +0.6%
HWA
1697
Heritage Wealth Advisors
Virginia
$4.92M +$564K +13,308 +15%
BIMC
1698
Benson Investment Management Company
Virginia
$4.91M -$12.7K -300 -0.3%
BOPW
1699
Brandywine Oak Private Wealth
Pennsylvania
$4.9M +$174K +4,092 +4%
TI
1700
Truepoint Inc
Ohio
$4.9M -$159K -3,744 -4%
66 67
68
69 70