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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
776
Americana Partners
Texas
$5.49M +$605K +6,002 +12%
RWA
777
River Wealth Advisors
Pennsylvania
$5.45M -$103K -1,018 -2%
CC
778
Courier Capital
New York
$5.44M -$94.9K -941 -2%
KA
779
Kintegral Advisory
New York
$5.42M -$293K -2,910 -5%
PF
780
Phoenix Financial
Israel
$5.42M +$1.53M +15,132 +39%
AAM
781
AR Asset Management
California
$5.41M +$934K +9,260 +21%
BCPWM
782
Bradley & Co Private Wealth Management
Florida
$5.4M +$715K +7,089 +15%
SW
783
SteelPeak Wealth
California
$5.4M +$400K +3,970 +8%
BCM
784
BTC Capital Management
Iowa
$5.4M +$140K +1,390 +3%
SCP
785
Stamos Capital Partners
California
$5.4M +$1.97M +19,530 +57%
FNT
786
First National Trust
Pennsylvania
$5.39M -$160K -1,589 -3%
VDBMI
787
Van Den Berg Management I
Texas
$5.39M -$13.3K -132 -0.2%
S
788
SignatureFD
Georgia
$5.39M +$51.6K +512 +1%
CG
789
Cutler Group
California
$5.38M -$2.54M -25,153 -32%
VST
790
Van Strum & Towne
California
$5.38M +$101K +1,001 +2%
MWM
791
Marietta Wealth Management
Georgia
$5.37M +$289K +2,863 +6%
BSC
792
Brown Shipley & Co
United Kingdom
$5.34M +$5.37M +53,296 New
EDRH
793
Edmond de Rothschild Holding
Switzerland
$5.33M -$835K -8,280 -13%
HWM
794
HB Wealth Management
Georgia
$5.31M -$332K -3,292 -6%
MIC
795
Means Investment Company
Maine
$5.3M -$5.14K -51 -0.1%
KS
796
Karpas Strategies
Connecticut
$5.29M -$59.1K -586 -1%
ECM
797
Everence Capital Management
Indiana
$5.29M – – –
NB
798
NBT Bank
New York
$5.28M -$5.54K -55 -0.1%
SAM
799
Strategy Asset Managers
California
$5.28M -$46.8K -464 -0.9%
FC
800
FORA Capital
Florida
$5.28M +$1.78M +17,685 +50%
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