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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1151
Berkeley Capital Partners
Georgia
$755K +$234K +801 +50%
EHC
1152
Everett Harris & Co
California
$753K -$48.8K -167 -6%
FM
1153
Family Management
New York
$751K +$287K +980 +69%
VBCG
1154
Valley Brook Capital Group
Pennsylvania
$751K -$14.6K -50 -2%
DWM
1155
Drive Wealth Management
Utah
$751K +$309K +1,056 +79%
SIG
1156
Sky Investment Group
Connecticut
$750K +$2.05K +7 +0.3%
ESB
1157
Essex Savings Bank
Connecticut
$747K -$24.6K -84 -3%
MFIM
1158
Mesirow Financial Investment Management
Illinois
$744K -$82.2K -281 -11%
AT
1159
American Trust
Kentucky
$740K – – –
AF
1160
Advisornet Financial
Minnesota
$734K -$28.1K -96 -4%
CFA
1161
CWS Financial Advisors
Michigan
$733K +$168K +573 +32%
SWM
1162
SeaCrest Wealth Management
New York
$731K -$89.2K -305 -11%
HW
1163
Hancock Whitney
Mississippi
$731K -$2.92K -10 -0.4%
BHBT
1164
Burke & Herbert Bank & Trust
Virginia
$730K – – –
CPW
1165
Cove Private Wealth
New York
$729K – – –
FB
1166
Fulton Bank
Pennsylvania
$729K +$26.9K +92 +4%
MPI
1167
Mairs & Power Inc
Minnesota
$728K -$17K -58 -2%
KAM
1168
Knightsbridge Asset Management
California
$726K +$423K +1,448 +165%
FCA
1169
FLC Capital Advisors
California
$722K – – –
MIC
1170
Means Investment Company
Maine
$718K +$292 +1 +0%
TWP
1171
Triad Wealth Partners
Kansas
$718K +$47.4K +162 +8%
IIC
1172
Ironwood Investment Counsel
Arizona
$718K +$7.89K +27 +1%
BTI
1173
Blue Trust Inc
Georgia
$716K -$54.4K -186 -8%
CIA
1174
Covington Investment Advisors
Pennsylvania
$713K – – –
CAMG
1175
CWA Asset Management Group
Florida
$711K -$96.8K -331 -13%
45 46
47
48 49