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Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
926
B. Riley Wealth Advisors
Florida
$5.78M +$151K +1,089 +3%
SW
927
SlateStone Wealth
Florida
$5.75M +$481K +3,478 +9%
WSTAM
928
Wilbanks Smith & Thomas Asset Management
Virginia
$5.75M +$74.9K +542 +1%
BFA
929
Beaumont Financial Advisors
Massachusetts
$5.73M +$4.97M +35,944 +449%
HFM
930
Hartford Financial Management
Connecticut
$5.72M -$92.6K -670 -2%
LS
931
Livforsakringsbolaget Skandia
Sweden
$5.72M -$194K -1,400 -3%
WKWM
932
Walter & Keenan Wealth Management
Indiana
$5.72M +$774K +5,600 +15%
FFWA
933
FRG Family Wealth Advisors
Washington
$5.72M +$60.3K +436 +1%
HI
934
Hendershot Investments
Virginia
$5.71M -$23.2K -168 -0.4%
MHIC
935
Marble Harbor Investment Counsel
Massachusetts
$5.71M – – –
ECM
936
Everence Capital Management
Indiana
$5.71M – – –
LWM
937
Lyell Wealth Management
California
$5.68M +$415K +2,999 +7%
KTM
938
Keeler Thomas Management
Utah
$5.67M +$16.9K +122 +0.3%
FIM
939
Freedom Investment Management
Connecticut
$5.66M +$218K +1,573 +4%
BAAM
940
Baker Avenue Asset Management
California
$5.66M -$948K -6,858 -14%
RWM
941
RKL Wealth Management
Pennsylvania
$5.66M -$138K -997 -2%
CT
942
Coastline Trust
Rhode Island
$5.63M +$23.6K +171 +0.4%
WSCM
943
Wellington Shields Capital Management
New York
$5.62M +$1.25M +9,026 +26%
AIM
944
Act II Management
New York
$5.61M – – –
RWA
945
Ropes Wealth Advisors
Massachusetts
$5.61M +$516K +3,730 +9%
AMI
946
Amica Mutual Insurance
Rhode Island
$5.56M -$1.21M -8,757 -17%
FMWA
947
Forvis Mazars Wealth Advisors
Missouri
$5.55M +$57.1K +413 +1%
PBT
948
Pictet Bank & Trust
Bahamas
$5.55M -$96.8K -700 -2%
KRSITF
949
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.54M +$842K +6,092 +17%
IR
950
IAT Reinsurance
New York
$5.54M -$138K -1,000 -2%
36 37
38
39 40