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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
601
NewEdge Advisors
Louisiana
$584K -$98.1K -3,019 -14%
PI
602
Pettee Investors
Connecticut
$582K – – –
CB
603
Cadence Bank
Mississippi
$581K -$3.25K -100 -0.5%
SWRP
604
Summit Wealth & Retirement Planning
California
$578K -$33.5K -1,031 -5%
RIG
605
Roosevelt Investment Group
New York
$574K +$464K +14,283 +340%
AFAS
606
Acorn Financial Advisory Services
Virginia
$572K +$30.5K +938 +5%
SP
607
Symmetry Partners
Connecticut
$571K +$598K +18,401 New
HAG
608
HighPoint Advisor Group
Illinois
$570K +$1.17K +36 +2%
BFIM
609
Beese Fulmer Investment Management
Ohio
$568K -$110K -3,387 -16%
ACM
610
Argyle Capital Management
Pennsylvania
$568K – – –
VFA
611
Valeo Financial Advisors
Indiana
$566K -$100K -3,090 -14%
WSCM
612
Wellington Shields Capital Management
New York
$565K -$176K -5,420 -23%
ZIC
613
ZWJ Investment Counsel
Georgia
$565K -$50.2K -1,543 -8%
GFP
614
Gryphon Financial Partners
Ohio
$565K +$10.7K +330 +2%
BB
615
Busey Bank
Illinois
$563K -$18.7K -574 -3%
SACTSONJ
616
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$561K – – –
IWC
617
Integrated Wealth Concepts
Massachusetts
$561K +$101K +3,104 +21%
CCA
618
Cobblestone Capital Advisors
New York
$560K -$109K -3,351 -16%
H
619
HoyleCohen
California
$559K -$56.8K -1,748 -9%
WAM
620
Wealthspire Advisors (Maryland)
Maryland
$553K -$3.35K -103 -0.6%
ECM
621
Estabrook Capital Management
New York
$552K -$21.5K -662 -4%
KIA
622
KCM Investment Advisors
California
$547K -$281K -8,650 -33%
IAMOG
623
Investors Asset Management of Georgia
Georgia
$547K +$54.4K +1,675 +11%
EB
624
Eastern Bank
Massachusetts
$546K -$61.1K -1,881 -10%
NIC
625
Northwest Investment Counselors
Oregon
$545K -$55.2K -1,698 -9%
23 24
25
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