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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1376
JFS Wealth Advisors
Pennsylvania
$826K +$223 +5 +0%
MP
1377
McDonald Partners
Ohio
$826K -$88.9K -1,991 -10%
IP
1378
Intellectus Partners
California
$824K +$151K +3,384 +22%
CIAS
1379
Capital Investment Advisory Services
North Carolina
$823K -$29.9K -670 -3%
MPPLM
1380
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$823K +$30.5K +683 +4%
IIA
1381
ICW Investment Advisors
Arizona
$822K -$14.8K -332 -2%
CAM
1382
Cidel Asset Management
Ontario, Canada
$821K – – –
PWP
1383
Phillips Wealth Planners
Mississippi
$820K -$89 -2 -0%
LGA
1384
Lebenthal Global Advisors
New York
$819K +$25.5K +571 +3%
ZIC
1385
ZWJ Investment Counsel
Georgia
$817K +$121K +2,709 +17%
9WM
1386
9258 Wealth Management
Ohio
$817K +$5K +112 +0.6%
CSIC
1387
Clifford Swan Investment Counsel
California
$808K +$28.6K +640 +4%
AC
1388
ASB Consultores
Florida
$807K -$220K -4,920 -21%
ET
1389
Equitable Trust
Tennessee
$807K -$78.4K -1,755 -9%
DBT
1390
Dubuque Bank & Trust
Iowa
$804K +$87.6K +1,962 +12%
JWCA
1391
J.W. Coons Advisors
Ohio
$801K -$12.9K -290 -2%
TC
1392
Telemus Capital
Michigan
$800K +$55.3K +1,239 +7%
RCM
1393
Raleigh Capital Management
North Carolina
$799K +$44.7K +1,002 +6%
ACM
1394
Adalta Capital Management
New York
$798K – – –
FI
1395
Financial Insights
Washington
$798K +$101K +2,262 +13%
MBTD
1396
Mechanics Bank - Trust Department
California
$794K -$50.2K -1,124 -6%
PA
1397
PFG Advisors
Arizona
$794K -$83.3K -1,865 -9%
BHBT
1398
Burke & Herbert Bank & Trust
Virginia
$794K -$75K -1,679 -9%
SCI
1399
Stableford Capital II
Arizona
$791K -$79.3K -1,777 -8%
JDR
1400
Jay D. Rosenbaum
$788K -$29.4K -658 -4%
54 55
56
57 58