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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
776
River Wealth Advisors
Pennsylvania
$5.45M -$103K -1,018 -2%
CC
777
Courier Capital
New York
$5.44M -$94.9K -941 -2%
KA
778
Kintegral Advisory
New York
$5.42M -$293K -2,910 -5%
PF
779
Phoenix Financial
Israel
$5.42M +$1.53M +15,132 +39%
AAM
780
AR Asset Management
California
$5.41M +$934K +9,260 +21%
BCPWM
781
Bradley & Co Private Wealth Management
Florida
$5.4M +$715K +7,089 +15%
SW
782
SteelPeak Wealth
California
$5.4M +$400K +3,970 +8%
BCM
783
BTC Capital Management
Iowa
$5.4M +$140K +1,390 +3%
SCP
784
Stamos Capital Partners
California
$5.4M +$1.97M +19,530 +57%
FNT
785
First National Trust
Pennsylvania
$5.39M -$160K -1,589 -3%
VDBMI
786
Van Den Berg Management I
Texas
$5.39M -$13.3K -132 -0.2%
S
787
SignatureFD
Georgia
$5.39M +$51.6K +512 +1%
CG
788
Cutler Group
California
$5.38M -$2.54M -25,153 -32%
VST
789
Van Strum & Towne
California
$5.38M +$101K +1,001 +2%
MWM
790
Marietta Wealth Management
Georgia
$5.37M +$289K +2,863 +6%
BSC
791
Brown Shipley & Co
United Kingdom
$5.34M +$5.37M +53,296 New
EDRH
792
Edmond de Rothschild Holding
Switzerland
$5.33M -$835K -8,280 -13%
HWM
793
HB Wealth Management
Georgia
$5.31M -$332K -3,292 -6%
MIC
794
Means Investment Company
Maine
$5.3M -$5.14K -51 -0.1%
KS
795
Karpas Strategies
Connecticut
$5.29M -$59.1K -586 -1%
ECM
796
Everence Capital Management
Indiana
$5.29M – – –
NB
797
NBT Bank
New York
$5.28M -$5.54K -55 -0.1%
SAM
798
Strategy Asset Managers
California
$5.28M -$46.8K -464 -0.9%
FC
799
FORA Capital
Florida
$5.28M +$1.78M +17,685 +50%
KCM
800
Kempner Capital Management
Texas
$5.28M – – –
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