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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
926
FCM Investments
Texas
$679K -$378K -7,240 -33%
P
927
Pitcairn
Pennsylvania
$675K +$105 +2 +0%
BO
928
BRR OpCo
Ohio
$672K -$103K -1,975 -12%
YIA
929
YHB Investment Advisors
Connecticut
$665K +$2.61K +50 +0.4%
ANBTV
930
American National Bank & Trust (Virginia)
Virginia
$665K +$20.1K +385 +3%
SWA
931
SFMG Wealth Advisors
Texas
$664K -$166K -3,182 -18%
MCM
932
MAI Capital Management
Ohio
$662K -$307K -5,868 -29%
IFB
933
iAB Financial Bank
Indiana
$661K -$39.2K -750 -5%
BWP
934
Baldwin Wealth Partners
Massachusetts
$660K +$30.1K +576 +4%
CCMD
935
Cypress Capital Management (Delaware)
Delaware
$659K -$20.9K -400 -3%
NC
936
NewSquare Capital
Pennsylvania
$659K +$81.3K +1,555 +12%
FMT
937
First Mercantile Trust
Tennessee
$659K +$171K +3,275 +30%
SFA
938
Sequoia Financial Advisors
Ohio
$656K +$4.34K +83 +0.6%
VWM
939
Valley Wealth Managers
New Jersey
$650K -$263K -5,025 -27%
PCMM
940
Private Capital Management (Minnesota)
Minnesota
$649K +$726K +13,900 New
REMPR
941
Roof Eidam Maycock Peralta (REMP)
California
$641K – – –
TT
942
Tiedemann Trust
Delaware
$638K – – –
CA
943
Cullinan Associates
Kentucky
$635K -$572K -10,944 -45%
WT
944
Washington Trust
Rhode Island
$633K -$18.1K -346 -2%
TFA
945
Transamerica Financial Advisors
Florida
$630K +$7.94K +152 +1%
PHS
946
Pekin Hardy Strauss
Illinois
$629K -$44.4K -850 -6%
MWM
947
Mission Wealth Management
California
$626K -$3.45K -66 -0.5%
CIA
948
CCM Investment Advisers
South Carolina
$616K -$111K -2,125 -14%
PFS
949
Prospera Financial Services
Texas
$603K -$43.8K -838 -6%
I
950
IberiaBank
Louisiana
$598K -$499K -9,544 -43%
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38
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