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Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
1026
MassMutual Private Wealth & Trust
Connecticut
$688K -$1.28M -19,599 -71%
TTWM
1027
TCV Trust & Wealth Management
Virginia
$685K -$34.2K -525 -4%
CIM
1028
CIM Investment Management
Pennsylvania
$682K – – –
WHG
1029
Westwood Holdings Group
Texas
$681K +$397K +6,085 +120%
WPC
1030
Waters Parkerson & Co
Louisiana
$678K -$456K -7,000 -39%
HB
1031
Homrich & Berg
Georgia
$675K -$105K -1,605 -13%
ZF
1032
Zhang Financial
Michigan
$675K +$326 +5 +0%
SAM
1033
Shamrock Asset Management
Texas
$670K -$130K -1,990 -15%
PHIMC
1034
Private Harbour Investment Management & Counsel
Ohio
$664K -$17.9K -275 -2%
PIA
1035
Peachtree Investment Advisors
Georgia
$658K – – –
SJIM
1036
St. Johns Investment Management
Florida
$658K +$37.8K +580 +6%
W
1037
Wealthfront
California
$652K +$339K +5,207 +96%
EGA
1038
Eagle Global Advisors
Texas
$649K +$195K +3,000 +40%
MCM
1039
Mork Capital Management
California
$645K – – –
NL
1040
NWAM LLC
Washington
$645K +$136K +2,081 +23%
AUB
1041
Atlantic Union Bankshares
Virginia
$641K -$85.5K -1,312 -11%
LWM
1042
LBA Wealth Management
Florida
$640K -$304K -4,670 -31%
AGM
1043
Alpine Global Management
New York
$637K +$93K +1,427 +16%
BHB
1044
Bank Hapoalim BM
Israel
$635K -$138K -2,125 -17%
MBT
1045
Montecito Bank & Trust
California
$633K – – –
ANBT
1046
American National Bank & Trust
Texas
$632K -$1.82K -28 -0.3%
SCA
1047
Sippican Capital Advisors
Massachusetts
$623K -$261 -4 -0%
UFG
1048
United Fire Group
Iowa
$618K – – –
CAM
1049
Centre Asset Management
New York
$615K -$424K -6,500 -39%
MFP
1050
Michael F. Price
$614K – – –
40 41
42
43 44