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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
751
Mitchell McLeod Pugh & Williams
Alabama
$472K +$3.32K +23 +0.7%
I
752
IberiaBank
Louisiana
$471K +$461K +3,196 New
FG
753
Fiduciary Group
Georgia
$470K -$3.18K -22 -0.7%
DP
754
Dearborn Partners
Illinois
$466K +$83.3K +577 +22%
BIAS
755
Beacon Investment Advisory Services
New Jersey
$462K -$17.3K -120 -4%
MFW
756
Meristem Family Wealth
Minnesota
$461K -$8.81K -61 -2%
ACP
757
Ashfield Capital Partners
California
$460K – – –
BOPW
758
Brandywine Oak Private Wealth
Pennsylvania
$454K +$46.8K +324 +12%
RCAG
759
Rehmann Capital Advisory Group
Michigan
$453K +$23.5K +163 +6%
AF
760
Advisornet Financial
Minnesota
$451K +$289 +2 +0.1%
CFGS
761
Concourse Financial Group Securities
Alabama
$448K +$11.8K +82 +3%
CA
762
Cetera Advisors
Colorado
$446K +$48.2K +334 +12%
AAM
763
Aureus Asset Management
Massachusetts
$441K -$3.75K -26 -0.9%
IWA
764
IBEX Wealth Advisors
New Jersey
$441K +$433K +3,000 New
FNB
765
Farmers National Bank
Kentucky
$440K -$8.09K -56 -2%
SB
766
Simmons Bank
Arkansas
$440K -$144 -1 -0%
P
767
Pitcairn
Pennsylvania
$438K +$92.8K +643 +28%
HH
768
Hilltop Holdings
Texas
$435K -$57K -395 -12%
B
769
Barings
North Carolina
$432K -$908K -6,290 -68%
SSA
770
Schonfeld Strategic Advisors
New York
$431K -$511K -3,536 -55%
AFM
771
Abbot Financial Management
Massachusetts
$428K +$7.22K +50 +2%
BFO
772
Boston Family Office
Massachusetts
$427K -$229K -1,586 -35%
CAM
773
Cresset Asset Management
Illinois
$421K -$107K -743 -21%
JIC
774
Joel Isaacson & Co
New York
$420K -$962K -6,666 -70%
ECM
775
ExodusPoint Capital Management
New York
$419K +$411K +2,847 New
29 30
31
32 33