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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
776
Shoker Investment Counsel
Ohio
$984K +$93.4K +709 +10%
AP
777
Appleton Partners
Massachusetts
$984K +$126K +960 +15%
CT
778
Cambridge Trust
Massachusetts
$983K -$61K -463 -6%
FHC
779
First Heartland Consultants
Missouri
$980K +$141K +1,070 +17%
BHBT
780
Burke & Herbert Bank & Trust
Virginia
$975K +$82.2K +624 +9%
SWM
781
Segment Wealth Management
Texas
$972K -$2.29M -17,358 -70%
WAM
782
Wealthspire Advisors (Maryland)
Maryland
$970K +$85.8K +651 +10%
BPCE
783
Bank Pictet & Cie (Europe)
Germany
$962K -$74.6K -566 -7%
EGM
784
Engineers Gate Manager
New York
$957K -$2.78M -21,102 -74%
PVWM
785
Point View Wealth Management
New Jersey
$956K -$8.69K -66 -0.9%
CBA
786
Coastal Bridge Advisors
Connecticut
$953K +$2.9K +22 +0.3%
DBIA
787
Dumont & Blake Investment Advisors
New Jersey
$952K – – –
CCM
788
Compton Capital Management
Rhode Island
$951K +$645K +4,900 +212%
FMII
789
Farmers & Merchants Investments Inc
Nebraska
$945K +$5.8K +44 +0.6%
SC
790
Savant Capital
Illinois
$940K +$8.69K +66 +0.9%
GHA
791
Garcia Hamilton & Associates
Texas
$936K +$3.16K +24 +0.3%
KJHP
792
K.J. Harrison & Partners
Ontario, Canada
$927K -$15.1K -115 -2%
FWM
793
Frontier Wealth Management
Missouri
$926K -$66.1K -502 -7%
WAM
794
Wallington Asset Management
Indiana
$926K -$52.7K -400 -5%
IAS
795
IMA Advisory Services
Colorado
$925K -$541K -4,103 -37%
BO
796
BRR OpCo
Ohio
$908K – – –
SGAM
797
Steinberg Global Asset Management
Florida
$904K -$28.3K -215 -3%
AAM
798
AR Asset Management
California
$902K – – –
LIA
799
LBMC Investment Advisors
Tennessee
$902K +$7.38K +56 +0.8%
HB
800
Homrich & Berg
Georgia
$900K -$106K -805 -11%
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