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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1026
Marble Harbor Investment Counsel
Massachusetts
$5.02M – – –
WAP
1027
Wealthcare Advisory Partners
Pennsylvania
$5.02M -$319K -2,092 -6%
SFWA
1028
Summit Financial Wealth Advisors
Louisiana
$5.02M +$89.3K +586 +2%
IAIM
1029
International Assets Investment Management
Florida
$5.01M +$468K +3,075 +10%
TNBTD
1030
Trustmark National Bank Trust Department
Mississippi
$4.98M +$147K +967 +3%
SAM
1031
Smartleaf Asset Management
Massachusetts
$4.97M +$415K +2,728 +9%
CAC
1032
Core Alternative Capital
Georgia
$4.96M +$49.7K +326 +1%
SIC
1033
Salem Investment Counselors
North Carolina
$4.94M +$51.6K +339 +1%
IWN
1034
Independent Wealth Network
Iowa
$4.93M +$67.9K +446 +1%
LDB
1035
Lee, Danner & Bass
Tennessee
$4.93M -$308K -2,024 -6%
SN
1036
Sittner & Nelson
Oregon
$4.92M -$61.7K -405 -1%
RCM
1037
RB Capital Management
Nevada
$4.92M +$95K +624 +2%
GIP
1038
Greatmark Investment Partners
Georgia
$4.92M +$39.1K +257 +0.8%
CPA
1039
Capital Planning Advisors
California
$4.91M +$148K +974 +3%
SP
1040
Sherman Porfolios
Idaho
$4.91M +$4.91M +32,231 New
PAM
1041
Pegasus Asset Management
New York
$4.89M +$127K +835 +3%
BMA
1042
Brooks Moore & Associates
Tennessee
$4.89M -$13.4K -88 -0.3%
GAM
1043
Generali Asset Management
Italy
$4.88M -$5.44M -35,747 -53%
TWM
1044
TriaGen Wealth Management
California
$4.88M -$150K -985 -3%
PP
1045
Prudential plc
United Kingdom
$4.85M -$2.87M -18,853 -37%
SF
1046
Slagle Financial
Illinois
$4.85M +$25.7K +169 +0.5%
GT
1047
Greenleaf Trust
Michigan
$4.84M -$481K -3,161 -9%
BCM
1048
Buckhead Capital Management
Georgia
$4.83M +$55.7K +366 +1%
SIAP
1049
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.81M +$128K +842 +3%
SRC
1050
Shufro Rose & Co
New York
$4.81M -$478K -3,138 -9%
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