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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1251
Apriem Advisors
California
$10.2M -$196K -1,570 -2%
ZB
1252
Zions Bancorporation
Utah
$10.2M +$1.66M +13,252 +16%
GAB
1253
German American Bancorp
Indiana
$10.1M -$5.88M -47,010 -33%
CPIG
1254
Chicago Partners Investment Group
Illinois
$10.1M -$388K -3,098 -4%
NWM
1255
Nicola Wealth Management
British Columbia, Canada
$10M +$388K +3,099 +3%
CA
1256
Clearstead Advisors
Ohio
$10M +$74.2K +593 +0.6%
BC
1257
Burney Company
Virginia
$10M -$246K -1,969 -2%
PGIM
1258
Pacific Global Investment Management
California
$9.99M +$369K +2,947 +3%
PFS
1259
Physicians Financial Services
North Carolina
$9.95M +$324K +2,587 +3%
SFP
1260
Sandbox Financial Partners
Maryland
$9.93M -$39.3K -314 -0.3%
CCA
1261
Checchi Capital Advisers
California
$9.9M -$77.7K -621 -0.8%
RWA
1262
Ropes Wealth Advisors
Massachusetts
$9.89M -$1.89M -15,110 -14%
AF
1263
Allworth Financial
California
$9.88M +$2.82M +22,543 +32%
BFG
1264
Berger Financial Group
Minnesota
$9.88M +$86.1K +688 +0.7%
SSWM
1265
Sheets Smith Wealth Management
North Carolina
$9.87M +$148K +1,180 +1%
KFS
1266
Kurt F. Somerville
$9.87M +$621K +4,960 +6%
HCM
1267
Hilton Capital Management
New York
$9.82M -$260K -2,080 -2%
CAM
1268
Capco Asset Management
Florida
$9.82M +$627K +5,013 +6%
FHC
1269
First Heartland Consultants
Missouri
$9.82M +$731K +5,838 +7%
BHWM
1270
Bar Harbor Wealth Management
New Hampshire
$9.81M +$1.86M +14,869 +19%
DIM
1271
Delta Investment Management
California
$9.79M +$2.44M +19,527 +27%
TAM
1272
Trust Asset Management
Texas
$9.78M +$702K +5,613 +6%
FC
1273
Fulcrum Capital
Washington
$9.75M +$503K +4,021 +5%
IA
1274
Insight Advisors
Pennsylvania
$9.72M +$477K +3,810 +6%
CFGS
1275
Concourse Financial Group Securities
Alabama
$9.71M +$1.83M +14,625 +19%
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51
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