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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1301
Provident Investment Management
Michigan
$649K – – –
SVWAG
1302
Sound View Wealth Advisors Group
Georgia
$648K -$17.8K -150 -2%
JIC
1303
Joel Isaacson & Co
New York
$648K -$7.7K -65 -1%
WCM
1304
Winthrop Capital Management
Indiana
$646K +$3.32K +28 +0.5%
WG
1305
Winton Group
United Kingdom
$645K – – –
DMBA
1306
Deseret Mutual Benefit Administrators
Utah
$644K -$80K -675 -10%
EB
1307
Emprise Bank
Kansas
$643K -$21.6K -182 -3%
SPWG
1308
Syntegra Private Wealth Group
Missouri
$643K -$4.98K -42 -0.7%
BO
1309
Bank OZK
Arkansas
$642K +$356 +3 +0%
BMC
1310
Beaton Management Company
Massachusetts
$642K -$2.96K -25 -0.4%
SA
1311
Sovran Advisors
California
$642K -$371K -3,133 -36%
TBA
1312
Tower Bridge Advisors
Pennsylvania
$641K -$12.8K -108 -2%
HR
1313
Howe & Rusling
New York
$640K +$156K +1,317 +27%
CA
1314
Calton & Associates
Florida
$640K +$528K +4,459 +263%
SP
1315
SmartHarvest Portfolios
Washington
$639K +$34.5K +291 +5%
BBI
1316
Baxter Bros Inc
Connecticut
$639K -$9.96K -84 -1%
MIFH
1317
Migdal Insurance & Financial Holdings
Israel
$637K -$137K -1,159 -16%
AT
1318
Adelphi Trust
Florida
$635K +$54.3K +458 +8%
SA
1319
SPWM Advisors
Michigan
$634K -$176K -1,484 -21%
AHC
1320
Adell Harriman & Carpenter
Texas
$634K – – –
VW
1321
Vantus Wealth
Pennsylvania
$632K +$720K +6,075 New
TA
1322
TrueWealth Advisors
Alabama
$631K -$7.82K -66 -1%
LC
1323
Lawood & Co
Pennsylvania
$631K – – –
GCM
1324
GKV Capital Management
California
$631K +$1.07K +9 +0.1%
SIC
1325
Salem Investment Counselors
North Carolina
$631K -$49.8K -420 -6%
51 52
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