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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Evercore Wealth Management
New York
$1.02M -$76.2K -700 -9%
MSAM
1302
Moloney Securities Asset Management
Missouri
$1.02M -$132K -1,216 -14%
BHB
1303
Bank Hapoalim BM
Israel
$1.02M +$15.5K +142 +2%
GWANC
1304
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M -$17.9K -164 -2%
KCFA
1305
Key Client Fiduciary Advisors
New Jersey
$1.02M +$16.9K +155 +2%
CFG
1306
Carr Financial Group
Massachusetts
$1.01M +$373K +3,428 +93%
FPF
1307
First Pacific Financial
Washington
$1.01M +$21.1K +194 +3%
BM
1308
Brandywine Managers
Delaware
$1.01M -$87.1K -800 -10%
RCA
1309
Ranch Capital Advisors
Florida
$1.01M -$22.4K -206 -3%
ST
1310
Smithfield Trust
Pennsylvania
$1M +$2.72K +25 +0.4%
OL
1311
Optas LLC
Texas
$1M +$31.1K +286 +4%
HW
1312
Hancock Whitney
Mississippi
$1M -$50.8K -467 -6%
PHS
1313
Pekin Hardy Strauss
Illinois
$998K -$43.5K -400 -5%
CFP
1314
Catalyst Financial Partners
Massachusetts
$997K +$29.8K +274 +4%
AF
1315
Advisornet Financial
Minnesota
$996K -$69.5K -638 -8%
MPW
1316
MA Private Wealth
California
$993K – – –
PG
1317
Patten Group
Tennessee
$993K -$130K -1,195 -15%
WGC
1318
Watts Gwilliam & Co
Arizona
$992K -$592K -5,435 -46%
PSP
1319
Principal Street Partners
Tennessee
$992K +$545K +5,003 +252%
FCB
1320
First County Bank
Connecticut
$988K -$59.4K -546 -7%
RCA
1321
Resonant Capital Advisors
Wisconsin
$986K +$122K +1,117 +19%
HFS
1322
Hantz Financial Services
Michigan
$986K +$171K +1,575 +29%
GFG
1323
Greenberg Financial Group
Arizona
$978K -$56.6K -520 -24%
PCG
1324
Prosperity Consulting Group
Maryland
$975K +$314K +2,881 +72%
AA
1325
Ancora Advisors
Ohio
$970K +$10.6K +97 +1%
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