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Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
851
Bridge Creek Capital Management
Massachusetts
$681K -$140K -2,507 -18%
LNWWM
852
Laird Norton Wetherby Wealth Management
California
$679K +$120K +2,159 +24%
JWM
853
Jupiter Wealth Management
Colorado
$678K – – –
BTWM
854
Baker Tilly Wealth Management
Wisconsin
$678K +$54.8K +983 +10%
JCM
855
Jacobi Capital Management
Pennsylvania
$675K +$28.3K +507 +5%
SC
856
Savant Capital
Illinois
$675K +$115K +2,071 +23%
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$672K +$39.5K +709 +7%
NHC
858
Nicholas Hoffman & Company
Georgia
$671K -$34.8K -625 -5%
IAN
859
Integrated Advisors Network
Texas
$671K +$8.42K +151 +1%
PCM
860
Pointe Capital Management
Michigan
$663K +$9.98K +179 +2%
DBIA
861
Dumont & Blake Investment Advisors
New Jersey
$663K +$11.5K +206 +2%
PCM
862
Palisade Capital Management
New Jersey
$658K -$19.5K -350 -3%
AFM
863
Abbot Financial Management
Massachusetts
$658K -$8.36K -150 -1%
CT
864
Caldwell Trust
Florida
$657K -$43.5K -781 -7%
HI
865
Hoey Investments
Pennsylvania
$656K -$187K -3,359 -24%
PA
866
Probity Advisors
Texas
$656K -$8.7K -156 -1%
FT
867
Fiduciary Trust
Massachusetts
$655K +$5.74K +103 +1%
WTC
868
WhitTier Trust Company
Nevada
$649K +$23.6K +423 +4%
EWM
869
Evercore Wealth Management
New York
$648K -$36.1K -647 -6%
REMPR
870
Roof Eidam Maycock Peralta (REMP)
California
$648K – – –
FFN
871
Focus Financial Network
Minnesota
$647K -$33.1K -593 -5%
BO
872
Bank OZK
Arkansas
$646K -$110K -1,971 -16%
CC
873
Cannell & Co
New York
$646K – – –
CP
874
Camelot Portfolios
Ohio
$643K -$613 -11 -0.1%
NFC
875
Northeast Financial Consultants
Connecticut
$643K – – –
33 34
35
36 37