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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
851
Baldwin Wealth Partners
Massachusetts
$1.02M +$244K +3,800 +36%
ATC
852
Adirondack Trust Company
New York
$1.01M +$19.3K +300 +2%
CM
853
Churchill Management
California
$1.01M +$904K +14,067 New
FC
854
FIC Capital
New York
$1M -$68.6K -1,068 -7%
MFS
855
MSI Financial Services
Massachusetts
$1M -$892K -13,887 -50%
BOH
856
Bank of Hawaii
Hawaii
$998K – – –
BO
857
Bank OZK
Arkansas
$990K +$63K +980 +8%
WJA
858
Williams Jones & Associates
New York
$958K +$141K +2,200 +20%
CC
859
Cipher Capital
New York
$948K -$300K -4,667 -26%
CWA
860
Constellation Wealth Advisors
New York
$947K -$16.1K -250 -2%
GGPS
861
Gary Goldberg Planning Services
New York
$941K +$16.4K +255 +2%
FC
862
Fayerweather Charles
$937K +$91.6K +1,425 +12%
MCM
863
Maryland Capital Management
Maryland
$931K -$306K -4,767 -27%
PCA
864
Peddock Capital Advisors
Massachusetts
$920K +$826K +12,850 New
SEC
865
Seven Eight Capital
New York
$909K +$816K +12,700 New
GDF
866
Graham & Dodd Fund
New York
$906K -$624K -9,706 -43%
ODCM
867
Old Dominion Capital Management
Virginia
$905K -$4.24K -66 -0.5%
IH
868
IFC Holdings
Florida
$904K +$33.2K +517 +4%
TCOTO
869
Trust Company of the Ozarks
Missouri
$897K -$120K -1,875 -13%
BAM
870
Boyar Asset Management
New York
$894K – – –
BHWM
871
Bar Harbor Wealth Management
New Hampshire
$886K +$20.6K +320 +3%
MC
872
Miles Capital
Iowa
$885K -$40.6K -632 -5%
CNAM
873
Campbell Newman Asset Management
Wisconsin
$876K -$2.89K -45 -0.4%
CBU
874
CIBC Bank USA
Illinois
$876K +$32.4K +505 +4%
CIM
875
CIM Investment Management
Pennsylvania
$875K +$41.8K +650 +6%
33 34
35
36 37