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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
926
Northcape Wealth Management
New York
$819K +$17.5K +70 +3%
AWM
927
Aries Wealth Management
Maine
$818K -$37.5K -150 -5%
ACIM
928
Azimuth Capital Investment Management
Michigan
$816K – – –
OCBCO
929
Oversea-Chinese Banking Corp (OCBC)
Singapore
$812K -$51.8K -207 -7%
BIM
930
Baldwin Investment Management
Pennsylvania
$810K -$399K -1,596 -36%
EB
931
Exchange Bank
California
$807K – – –
GCM
932
Greenland Capital Management
New York
$805K -$1.06M -4,220 -60%
LT
933
Legacy Trust
Michigan
$803K -$4.25K -17 -0.6%
BCPWM
934
Bradley & Co Private Wealth Management
Florida
$801K – – –
SP
935
Symmetry Partners
Connecticut
$799K – – –
SHFA
936
SS&H Financial Advisors
Michigan
$796K – – –
RSWM
937
Robertson Stephens Wealth Management
California
$795K +$23.3K +93 +4%
MMPW
938
Mitchell McLeod Pugh & Williams
Alabama
$794K – – –
CFAM
939
Center For Asset Management
Florida
$794K +$338K +1,352 +97%
WJWM
940
Williams Jones Wealth Management
New York
$792K -$61K -244 -8%
SAM
941
Strategy Asset Managers
California
$789K +$681K +2,724 New
KWM
942
Kingsview Wealth Management
Oregon
$785K -$167K -667 -20%
NC
943
Napatree Capital
Rhode Island
$785K -$24.8K -99 -3%
NL
944
Navalign LLC
California
$784K +$22.5K +90 +3%
ZIM
945
Zacks Investment Management
Illinois
$784K +$80.6K +322 +14%
TCOV
946
Trust Company of Vermont
Vermont
$783K -$6.5K -26 -1%
HI
947
Harbour Investments
Wisconsin
$778K +$48.3K +193 +8%
SCM
948
Sterneck Capital Management
Missouri
$777K – – –
AWM
949
Allen Wealth Management
North Carolina
$774K -$144K -575 -18%
DPIM
950
Duff & Phelps Investment Management
Illinois
$773K +$27K +108 +4%
36 37
38
39 40