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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
701
Metropolitan Capital Advisors
New York
$2.65M +$272K +3,600 +11%
PWM
702
Perigon Wealth Management
California
$2.64M +$103K +1,367 +4%
AF
703
Ally Financial
Michigan
$2.64M – – –
BWP
704
Baldwin Wealth Partners
Massachusetts
$2.63M +$29.9K +395 +1%
CCM
705
Compton Capital Management
Rhode Island
$2.6M -$32.6K -432 -1%
AHS
706
Aspiriant Holdings S3
California
$2.6M +$2.6M +34,428 New
DIA
707
Denver Investment Advisors
Colorado
$2.57M -$246K -3,260 -9%
SSIA
708
Spero-Smith Investment Advisers
Ohio
$2.57M -$64.6K -855 -2%
DSC
709
Duncker Streett & Co
Missouri
$2.57M +$219K +2,895 +9%
MC
710
Middleton & Co
Massachusetts
$2.55M +$65K +860 +3%
NIS
711
National Investment Services
Wisconsin
$2.52M – – –
JIM
712
Jupiter Investment Management
United Kingdom
$2.49M +$2.5M +33,100 New
KCM
713
Kanawha Capital Management
Virginia
$2.48M -$24.2K -320 -1%
CS
714
Cannell & Spears
New York
$2.46M – – –
EWM
715
Evercore Wealth Management
New York
$2.46M +$165K +2,182 +7%
AB
716
Amalgamated Bank
New York
$2.44M +$187K +2,475 +8%
KCM
717
Kames Capital Management
United Kingdom
$2.43M -$254K -3,361 -9%
HPIA
718
Hamilton Point Investment Advisors
North Carolina
$2.42M -$41.6K -550 -2%
OSNBOA
719
Old Second National Bank of Aurora
Illinois
$2.42M -$37.6K -497 -2%
SWP
720
Stratos Wealth Partners
Ohio
$2.41M +$2.41M +31,941 New
SC
721
Skylands Capital
Wisconsin
$2.4M -$748K -9,900 -24%
RJFSA
722
Raymond James Financial Services Advisors
Florida
$2.39M -$75.6K -1,000 -3%
ACP
723
Aviance Capital Partners
Florida
$2.39M +$155K +2,050 +7%
BHIA
724
Birch Hill Investment Advisors
Massachusetts
$2.38M -$3.78K -50 -0.2%
PFPT
725
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.38M +$142K +1,875 +6%
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