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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1301
Advisors Capital Management
New Jersey
$651K +$41K +373 +6%
ACM
1302
Ayrshire Capital Management
Connecticut
$649K +$42.9K +391 +7%
SVWAG
1303
Sound View Wealth Advisors Group
Georgia
$648K +$81.3K +740 +14%
BL
1304
Balentine LLC
Georgia
$648K +$222K +2,020 +49%
OP
1305
ORG Partners
Indiana
$647K -$99.7K -908 -13%
SIMG
1306
Sonora Investment Management Group
Arizona
$645K -$14.1K -128 -2%
ODG
1307
O'Dell Group
Ohio
$643K -$5.93K -54 -0.9%
PAMG
1308
Patton Albertson Miller Group
Tennessee
$642K -$3.29K -30 -0.5%
FCB
1309
First County Bank
Connecticut
$640K +$13.8K +126 +2%
FCA
1310
FinTrust Capital Advisors
South Carolina
$638K +$17.5K +159 +3%
FTC
1311
Farmers Trust Company
Ohio
$637K – – –
CPIG
1312
Chicago Partners Investment Group
Illinois
$636K +$108K +980 +19%
AFM
1313
Abbot Financial Management
Massachusetts
$636K -$54.7K -498 -8%
SB
1314
Strategic Blueprint
Georgia
$633K -$3.54M -32,224 -84%
FEM
1315
Fulcrum Equity Management
Texas
$625K +$127K +1,155 +24%
WT
1316
Washington Trust
Rhode Island
$625K +$439 +4 +0.1%
WCM
1317
Winthrop Capital Management
Indiana
$625K -$4.5K -41 -0.7%
RB
1318
Rodgers Brothers
Pennsylvania
$623K – – –
CWM
1319
Cordatus Wealth Management
Pennsylvania
$623K +$12.3K +112 +2%
FNFDCM
1320
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$620K -$4.06K -37 -0.6%
FMP
1321
Financial Management Professionals
Texas
$618K +$4.39K +40 +0.7%
SPWG
1322
Syntegra Private Wealth Group
Missouri
$616K +$6.59K +60 +1%
LIA
1323
LBMC Investment Advisors
Tennessee
$611K +$220 +2 +0%
CAM
1324
Cozad Asset Management
Illinois
$611K – – –
WIM
1325
Warwick Investment Management
Texas
$610K -$12.6K -115 -2%
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