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Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1101
M&R Capital Management
New Jersey
$936K +$53.5K +440 +6%
ET
1102
Equitable Trust
Tennessee
$933K +$59.4K +489 +7%
NL
1103
NVWM LLC
Pennsylvania
$932K -$13.1K -108 -1%
YIA
1104
YHB Investment Advisors
Connecticut
$930K -$40.8K -336 -4%
JAFL
1105
Jay A. Fishman Ltd
Michigan
$929K – – –
IFWM
1106
Institute for Wealth Management
Colorado
$922K -$851 -7 -0.1%
NFG
1107
Nations Financial Group
Iowa
$922K +$95.1K +782 +11%
HDIM
1108
Hanson & Doremus Investment Management
Vermont
$917K +$69.3K +570 +8%
GCC
1109
Game Creek Capital
Massachusetts
$915K -$304K -2,500 -24%
AFM
1110
Abbot Financial Management
Massachusetts
$914K -$122K -1,000 -11%
IWM
1111
IHT Wealth Management
Illinois
$910K -$171K -1,403 -15%
AIM
1112
Allen Investment Management
New York
$908K +$7.9K +65 +0.9%
WG
1113
Welch Group
Alabama
$902K +$6.81K +56 +0.7%
AFG
1114
Allegheny Financial Group
Pennsylvania
$901K -$3.77K -31 -0.4%
BO
1115
Bank OZK
Arkansas
$896K -$27.5K -226 -3%
JSL
1116
JT Stratford LLC
Georgia
$893K -$158K -1,297 -15%
MMPW
1117
Mitchell McLeod Pugh & Williams
Alabama
$892K -$91.7K -754 -9%
CSPIA
1118
Cary Street Partners Investment Advisory
Virginia
$892K -$101K -830 -10%
BHWM
1119
Beaird Harris Wealth Management
Texas
$891K – – –
FNFDCM
1120
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$888K +$255K +2,095 +39%
CBTWT
1121
Community Bank & Trust (Waco, Texas)
Texas
$887K +$56.8K +467 +7%
SPFA
1122
Summit Place Financial Advisors
New Jersey
$885K -$27.3K -225 -3%
FFBTD
1123
First Financial Bank - Trust Division
Ohio
$884K +$105K +865 +13%
BP
1124
Ballentine Partners
Massachusetts
$882K +$281K +2,308 +45%
BCAM
1125
Boston Common Asset Management
Massachusetts
$877K -$28.2K -232 -3%
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