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Name Holding Trade Value Shares
Change 		Change in
Stake
BE
576
Bonness Enterprises
District of Columbia
$749K -$42.3K -963 -5%
JG
577
Jefferies Group
New York
$747K +$286K +6,494 +50%
FMWA
578
Forvis Mazars Wealth Advisors
Missouri
$744K -$28.8K -656 -3%
CCG
579
Ceeto Capital Group
Florida
$744K – – –
SWM
580
Sculati Wealth Management
Michigan
$743K -$4.4K -100 -0.5%
NRS
581
Neville Rodie & Shaw
New York
$739K -$56.6K -1,287 -6%
RIG
582
Roosevelt Investment Group
New York
$738K +$4.22K +96 +0.5%
MVA
583
Mount Vernon Associates
Maryland
$737K – – –
AF
584
Allworth Financial
California
$735K +$60.3K +1,371 +8%
LWAC
585
Laurel Wealth Advisors (California)
California
$727K -$10K -228 -1%
GIM
586
Guardian Investment Management
California
$725K -$733K -16,672 -86%
NEI
587
Northwest & Ethical Investments
Ontario, Canada
$723K -$45.5K -1,034 -5%
EHC
588
Everett Harris & Co
California
$722K – – –
ICM
589
Ionic Capital Management
New York
$720K +$820K +18,659 New
DPIM
590
Duff & Phelps Investment Management
Illinois
$719K – – –
BCM
591
Birmingham Capital Management
Alabama
$709K -$168K -3,812 -17%
MA
592
Mutual Advisors
Nebraska
$708K -$39.6K -901 -5%
OIA
593
OneDigital Investment Advisors
Kansas
$707K +$404K +9,188 +101%
MYAM
594
Meiji Yasuda Asset Management
Japan
$706K -$328K -7,450 -29%
ACIM
595
Azimuth Capital Investment Management
Michigan
$702K -$212K -4,811 -21%
AIM
596
Alhambra Investment Management
Florida
$702K +$78.5K +1,786 +11%
VLC
597
Van Leeuwen & Company
New Jersey
$701K -$1.54K -35 -0.2%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$700K -$6.59M -149,883 -89%
FWM
599
Focused Wealth Management
New York
$698K -$8.57K -195 -1%
SACTSONJ
600
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$696K – – –
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