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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1101
Rikoon Group
New Mexico
$2.73M +$2.31K +19 +0.1%
GCM
1102
Gables Capital Management
Florida
$2.73M +$102K +840 +4%
MWM
1103
Marietta Wealth Management
Georgia
$2.72M +$164K +1,350 +6%
JCM
1104
Jacobi Capital Management
Pennsylvania
$2.72M +$276K +2,273 +11%
CWM
1105
Chesapeake Wealth Management
Virginia
$2.72M +$98.5K +811 +4%
CCG
1106
Cypress Capital Group
Florida
$2.72M -$514K -4,235 -16%
S
1107
Seeyond
France
$2.7M -$77.8K -641 -3%
GWMIA
1108
Global Wealth Management Investment Advisory
Florida
$2.7M +$48K +395 +2%
TA
1109
Tiedemann Advisors
New York
$2.69M +$1.01M +8,328 +58%
HWA
1110
Heritage Way Advisors
Illinois
$2.69M +$23.4K +193 +0.9%
QT
1111
Quantbot Technologies
New York
$2.69M +$2.76M +22,698 New
BCFS
1112
Butensky & Cohen Financial Security
Florida
$2.68M +$183K +1,510 +7%
CBU
1113
CIBC Bank USA
Illinois
$2.68M +$17.2K +142 +0.6%
CCA
1114
Conservest Capital Advisors
Pennsylvania
$2.67M +$66.8K +550 +3%
WSCM
1115
Wellington Shields Capital Management
New York
$2.67M -$996K -8,200 -27%
WC
1116
Whitnell & Co
Illinois
$2.67M +$569K +4,682 +26%
PAM
1117
Pegasus Asset Management
New York
$2.66M +$98.6K +812 +4%
AWE
1118
Avidian Wealth Enterprises
Texas
$2.66M +$315K +2,596 +13%
PFSC
1119
Peoples Financial Services Corp
Pennsylvania
$2.66M -$22.2K -183 -0.8%
BHIA
1120
Birch Hill Investment Advisors
Massachusetts
$2.66M -$6.07K -50 -0.2%
BMC
1121
Beaton Management Company
Massachusetts
$2.64M -$125K -1,030 -4%
BBI
1122
Baxter Bros Inc
Connecticut
$2.64M -$27.1K -223 -1%
NP
1123
NorthRock Partners
Minnesota
$2.64M +$2.13M +17,575 +374%
GP
1124
Girard Partners
Pennsylvania
$2.64M -$611K -5,027 -18%
GBT
1125
Grove Bank & Trust
Florida
$2.64M +$329K +2,711 +14%
43 44
45
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