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Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
2076
Bank of Marin
California
$644K -$126K -1,135 -14%
CA
2077
Crewe Advisors
Utah
$644K +$321K +2,896 +74%
BIM
2078
Baldwin Investment Management
Pennsylvania
$642K -$993K -8,950 -57%
SSG
2079
Summit Securities Group
New York
$641K +$736K +6,633 +4,225%
HR
2080
Hardy Reed
Mississippi
$640K +$1.44K +13 +0.2%
SIC
2081
Samalin Investment Counsel
New York
$638K -$138K -1,241 -16%
SWP
2082
Strategic Wealth Partners
Ohio
$637K -$107K -965 -13%
WPC
2083
Wedmont Private Capital
Pennsylvania
$635K -$108K -974 -13%
CFM
2084
Coronation Fund Managers
South Africa
$635K – – –
PMFA
2085
Plante Moran Financial Advisors
Michigan
$634K -$16.5K -149 -2%
FPS
2086
Fieldpoint Private Securities
Connecticut
$632K -$10.3K -93 -1%
GCM
2087
Gables Capital Management
Florida
$630K -$66.6K -600 -8%
SSWM
2088
Sheets Smith Wealth Management
North Carolina
$629K -$11.5K -104 -2%
SFG
2089
SNS Financial Group
Minnesota
$629K +$2.44K +22 +0.3%
9WM
2090
9258 Wealth Management
Ohio
$628K -$97K -874 -12%
FFA
2091
Fairfield Financial Advisors
Massachusetts
$627K -$61K -550 -8%
TCBWMS
2092
Texas Capital Bank Wealth Management Services
Texas
$627K -$215K -1,936 -23%
LP
2093
LGL Partners
Pennsylvania
$624K +$149K +1,345 +26%
SB
2094
Sunflower Bank
Texas
$622K -$85.9K -774 -11%
DIP
2095
DT Investment Partners
Pennsylvania
$619K – – –
AAP
2096
Ardsley Advisory Partners
Connecticut
$619K +$727K +6,550 New
QC
2097
Quent Capital
New York
$618K +$202K +1,818 +38%
DCM
2098
Dimension Capital Management
Florida
$616K +$30.9K +278 +4%
CFA
2099
CWS Financial Advisors
Michigan
$615K +$3.66K +33 +0.5%
MMG
2100
Monetary Management Group
Missouri
$614K -$27.7K -250 -4%
82 83
84
85 86