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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
651
Pettee Investors
Connecticut
$1.22M – – –
IAMOG
652
Investors Asset Management of Georgia
Georgia
$1.21M +$17.9K +296 +2%
RIG
653
Roosevelt Investment Group
New York
$1.21M – – –
HW
654
Hancock Whitney
Mississippi
$1.21M -$66.3K -1,095 -6%
BB
655
Busey Bank
Illinois
$1.2M -$1.09K -18 -0.1%
SBSB
656
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.2M +$206K +3,395 +23%
EB
657
Eastern Bank
Massachusetts
$1.2M -$73.2K -1,209 -6%
IFWM
658
Institute for Wealth Management
Colorado
$1.2M -$63.1K -1,042 -5%
ACM
659
Argyle Capital Management
Pennsylvania
$1.2M – – –
VLC
660
Van Leeuwen & Company
New Jersey
$1.2M – – –
WWM
661
Western Wealth Management
Colorado
$1.2M +$57.7K +952 +5%
ISL
662
Ingalls & Snyder LLC
New York
$1.19M -$101K -1,675 -8%
SACTSONJ
663
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.18M – – –
BIM
664
Bridges Investment Management
Nebraska
$1.18M -$157K -2,586 -13%
MYLI
665
Meiji Yasuda Life Insurance
Japan
$1.18M +$23.1K +381 +2%
MA
666
MBA Advisors
Pennsylvania
$1.17M +$1.08M +17,882 New
CFG
667
Citizens Financial Group
Rhode Island
$1.17M -$856K -14,136 -44%
AWA
668
Arete Wealth Advisors
Illinois
$1.17M -$17.6K -291 -2%
GFP
669
Gryphon Financial Partners
Ohio
$1.16M -$4.6K -76 -0.4%
SWRP
670
Summit Wealth & Retirement Planning
California
$1.16M – – –
KS
671
Karpas Strategies
Connecticut
$1.16M +$21.9K +361 +2%
GW
672
GW & Wade
Massachusetts
$1.15M +$159K +2,630 +18%
MAFM
673
Mid Atlantic Financial Management
Pennsylvania
$1.15M +$82.1K +1,355 +8%
CLOS
674
Compagnie Lombard Odier SCmA
Switzerland
$1.14M +$89.9K +1,484 +9%
FWCM
675
Ferguson Wellman Capital Management
Oregon
$1.14M -$179K -2,948 -15%
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