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Name Holding Trade Value Shares
Change 		Change in
Stake
FB
601
Fulton Bank
Pennsylvania
$1.08M -$33.9K -209 -3%
LIC
602
Lodestar Investment Counsel
Illinois
$1.08M +$393K +2,425 +52%
PFS
603
Physicians Financial Services
North Carolina
$1.07M -$24.3K -150 -2%
TW
604
Transform Wealth
Colorado
$1.07M +$1.14M +7,025 New
MCM
605
Mork Capital Management
California
$1.06M – – –
DBIA
606
Dumont & Blake Investment Advisors
New Jersey
$1.05M -$26.8K -165 -2%
MYAM
607
Meiji Yasuda Asset Management
Japan
$1.04M +$422K +2,605 +62%
CCM
608
Compton Capital Management
Rhode Island
$1.03M -$8.11K -50 -0.7%
BSWMG
609
Barrington Strategic Wealth Management Group
Illinois
$1.03M -$25.1K -155 -2%
SWP
610
Stratos Wealth Partners
Ohio
$1.02M +$847K +5,224 +351%
OIA
611
Optimum Investment Advisors
Illinois
$1.01M +$97.3K +600 +10%
AIM
612
Assured Investment Management
New York
$1.01M +$1.08M +6,640 New
CI
613
Conning Inc
Connecticut
$1.01M – – –
EDRH
614
Edmond de Rothschild Holding
Switzerland
$1M -$97.3K -600 -8%
WAM
615
Wealthspire Advisors (Maryland)
Maryland
$999K +$44.9K +277 +4%
KB
616
Kimelman & Baird
New York
$987K – – –
WA
617
WBH Advisory
Maryland
$977K -$36.5K -225 -3%
FHA
618
First Horizon Advisors
Tennessee
$974K -$146K -900 -12%
RMSCM
619
R.M. Sincerbeaux Capital Management
New York
$971K – – –
SI
620
Sprott Inc
Ontario, Canada
$971K +$114K +700 +12%
ECM
621
Estabrook Capital Management
New York
$966K -$4.05K -25 -0.4%
LH
622
Lebenthal Holdings
New York
$965K -$79.6K -491 -7%
LAM
623
Lebenthal Asset Management
New York
$965K +$1.03M +6,357 New
ISL
624
Ingalls & Snyder LLC
New York
$950K +$235K +1,447 +30%
BCM
625
BTR Capital Management
California
$947K – – –
23 24
25
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