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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1151
Bogart Wealth LLC
Virginia
$2.72M +$257K +2,406 +9%
JCM
1152
Jacobi Capital Management
Pennsylvania
$2.72M +$175K +1,633 +6%
FFM
1153
Forum Financial Management
Illinois
$2.72M +$267K +2,496 +9%
VIM
1154
VELA Investment Management
Ohio
$2.71M +$211K +1,971 +7%
AMG
1155
Asset Management Group
Connecticut
$2.71M +$79.8K +746 +3%
BHIA
1156
Birch Hill Investment Advisors
Massachusetts
$2.71M -$1.21M -11,290 -28%
PC
1157
Permanens Capital
New York
$2.68M -$1.16M -10,840 -28%
RDWM
1158
Red Door Wealth Management
Tennessee
$2.67M +$84.7K +791 +3%
HAC
1159
Harbor Advisory Corp
New Hampshire
$2.67M -$172K -1,610 -5%
DWA
1160
Douglass Winthrop Advisors
New York
$2.66M -$202K -1,892 -6%
RSWM
1161
Robertson Stephens Wealth Management
California
$2.66M +$121K +1,134 +4%
NPA
1162
Nichols & Pratt Advisers
Massachusetts
$2.64M -$87.4K -817 -3%
CB
1163
Community Bank
New York
$2.64M +$43.8K +409 +1%
FAIM
1164
Financial Advocates Investment Management
Washington
$2.64M -$404K -3,773 -12%
LFG
1165
Larson Financial Group
Missouri
$2.63M +$1.89M +17,675 +172%
CNAM
1166
Campbell Newman Asset Management
Wisconsin
$2.62M -$203K -1,900 -6%
SWA
1167
SOA Wealth Advisors
New York
$2.62M +$28.4K +265 +1%
MC
1168
Middleton & Co
Massachusetts
$2.61M -$820K -7,664 -22%
SW
1169
SlateStone Wealth
Florida
$2.61M +$51.8K +484 +2%
CB
1170
Cadence Bank
Mississippi
$2.61M +$2.96M +27,680 New
ACA
1171
Aptus Capital Advisors
Alabama
$2.6M +$2.36M +22,080 +402%
SCM
1172
Silvant Capital Management
Georgia
$2.6M -$21.6K -202 -0.7%
JEST
1173
JTC Employer Solutions Trustee
Jersey
$2.6M +$194K +1,811 +7%
QCM
1174
Quantinno Capital Management
New York
$2.59M +$255K +2,386 +10%
GCC
1175
Guardian Capital (Canada)
Ontario, Canada
$2.59M -$834K -7,790 -22%
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