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Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
626
Everett Harris & Co
California
$743K -$124K -2,555 -12%
DPIM
627
Duff & Phelps Investment Management
Illinois
$739K – – –
E
628
Ergoteles
New York
$737K +$900K +18,574 New
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$735K +$898K +18,539 New
FWM
630
Focused Wealth Management
New York
$726K -$841K -17,353 -49%
ATC
631
Argent Trust Co
Tennessee
$725K -$145K -2,984 -14%
VLC
632
Van Leeuwen & Company
New Jersey
$722K +$4.26K +88 +0.5%
SACTSONJ
633
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$716K – – –
HW
634
Hancock Whitney
Mississippi
$713K -$29.4K -607 -3%
FWM
635
Foresight Wealth Management
Utah
$710K +$1.26K +26 +0.1%
PPW
636
Pinnacle Private Wealth
Massachusetts
$709K -$157K -3,239 -15%
IFG
637
Independent Financial Group
California
$708K -$62.7K -1,295 -7%
MA
638
MBA Advisors
Pennsylvania
$708K – – –
FMAEN1
639
Fund Management at Engine No 1
California
$708K +$141K +2,902 +19%
KC
640
Knuff & Co
California
$707K -$39.8K -821 -4%
CB
641
Cadence Bank
Mississippi
$706K – – –
CC
642
Courier Capital
New York
$703K -$17.5K -362 -2%
AF
643
Allworth Financial
California
$702K -$45.5K -939 -5%
PI
644
Pettee Investors
Connecticut
$700K -$32.5K -671 -4%
QPBE
645
Quintet Private Bank (Europe)
Luxembourg
$698K +$502K +10,353 New
TCA
646
Transcend Capital Advisors
New Jersey
$697K +$31.3K +646 +4%
NIM
647
NuWave Investment Management
New Jersey
$697K +$851K +17,573 New
SFA
648
Sequoia Financial Advisors
Ohio
$696K -$64K -1,320 -7%
EL
649
ERN LLC
Delaware
$696K +$851K +17,555 New
AII
650
AGF Investments Inc
Ontario, Canada
$687K -$369K -7,625 -31%
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