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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
801
Benin Management Corp
Connecticut
$704K +$51.9K +1,004 +9%
EH
802
Equitable Holdings
New York
$704K +$654K +12,650 New
AAA
803
Adams Asset Advisors
Texas
$702K – – –
BHBT
804
Burke & Herbert Bank & Trust
Virginia
$699K -$65.9K -1,275 -9%
SBWM
805
Sunflower Bank Wealth Management
Arizona
$698K -$12.7K -245 -2%
GLLW
806
Graves Light Lenhart Wealth
Virginia
$697K -$8.11K -157 -1%
I
807
IberiaBank
Louisiana
$695K +$518K +10,026 +405%
KA
808
Klingman & Associates
New York
$694K +$14.8K +286 +2%
AWM
809
Aries Wealth Management
Maine
$689K – – –
BMO
810
Beck Mack & Oliver
New York
$687K -$7.59K -147 -1%
MC
811
Martin & Co
Tennessee
$686K +$24.9K +482 +4%
SCM
812
Stonehearth Capital Management
Massachusetts
$683K -$65.5K -1,268 -9%
FCA
813
FinTrust Capital Advisors
South Carolina
$683K +$91.2K +1,766 +17%
TF
814
TimeScale Financial
Massachusetts
$682K -$7.44K -144 -1%
BST
815
Bath Savings Trust
Maine
$680K -$9.51K -184 -1%
CCG
816
Ceeto Capital Group
Florida
$677K -$10.4K -201 -2%
OMC
817
Overbrook Management Corp
New York
$675K -$13K -251 -2%
MC
818
Mathes Company
New York
$675K – – –
NFG
819
Next Financial Group
Texas
$675K +$36K +696 +6%
AFAS
820
Acorn Financial Advisory Services
Virginia
$675K +$628K +12,147 New
TSW
821
Thompson Siegel & Walmsley
Virginia
$674K +$44.6K +864 +8%
CRC
822
Curi RMB Capital
Illinois
$672K -$34.3K -663 -5%
WAP
823
Wealthcare Advisory Partners
Pennsylvania
$670K +$30.3K +587 +5%
WAM
824
Weatherly Asset Management
California
$664K -$21.4K -414 -3%
CAM
825
Carret Asset Management
New York
$657K +$64.8K +1,254 +12%
31 32
33
34 35