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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
976
Williams Jones Wealth Management
New York
$1.23M -$427K -1,767 -26%
DCM
977
Davidson Capital Management
Texas
$1.23M +$185K +766 +18%
BOPW
978
Brandywine Oak Private Wealth
Pennsylvania
$1.23M +$41.8K +173 +3%
CNC
979
Citizens & Northern Corp
Pennsylvania
$1.23M -$96.2K -398 -7%
IWA
980
IVC Wealth Advisors
Pennsylvania
$1.23M +$14.5K +60 +1%
TA
981
TFG Advisers
Michigan
$1.23M +$56.1K +232 +5%
GFPC
982
Global Financial Private Client
Florida
$1.22M +$216K +895 +21%
WPP
983
Whalerock Point Partners
Rhode Island
$1.22M -$33.8K -140 -3%
W
984
Wealthquest
Ohio
$1.22M -$7.25K -30 -0.6%
UAS
985
United Asset Strategies
New York
$1.22M +$3.63K +15 +0.3%
AWAP
986
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M +$31.4K +130 +3%
SAF
987
Smith Anglin Financial
Texas
$1.22M +$242 +1 +0%
GP
988
Greenline Partners
New York
$1.22M -$167K -691 -12%
HB
989
Homrich & Berg
Georgia
$1.22M -$35.8K -148 -3%
KCM
990
KLK Capital Management
California
$1.21M +$1.22M +5,046 New
EWA
991
Exencial Wealth Advisors
Oklahoma
$1.21M -$19.8K -82 -2%
JWM
992
Jeppson Wealth Management
California
$1.21M – – –
NSIM
993
North Star Investment Management
Illinois
$1.21M +$52K +215 +4%
HIIFS
994
Harel Insurance Investments & Financial Services
Israel
$1.21M -$412K -1,703 -47%
CHC
995
City Holding Co
West Virginia
$1.21M +$332K +1,375 +38%
AC
996
Alexandria Capital
Virginia
$1.2M -$967 -4 -0.1%
PWMG
997
Pinnacle Wealth Management Group
Michigan
$1.2M +$1.21M +5,005 New
AFS
998
Amtrust Financial Services
New York
$1.2M – – –
SMP
999
Santa Monica Partners
Florida
$1.2M – – –
KFBMI
1000
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.2M – – –
38 39
40
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