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Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
851
Pring Turner Capital Group
California
$690K -$2.51K -31 -0.4%
HA
852
HFG Advisors
Ohio
$690K +$637K +7,865 New
KFGK
853
Keystone Financial Group (Kentucky)
Kentucky
$689K +$636K +7,856 New
DGAM
854
Desjardins Global Asset Management
Quebec, Canada
$688K +$41.5K +512 +7%
JCM
855
Jacobi Capital Management
Pennsylvania
$687K -$8.58K -106 -1%
LC
856
LCNB Corp
Ohio
$686K +$634K +7,827 New
EB
857
Eastern Bank
Massachusetts
$677K -$8.18K -101 -1%
VCM
858
Virtue Capital Management
Tennessee
$676K -$44.9K -555 -7%
EFMC
859
Empire Financial Management Company
New York
$676K -$127K -1,567 -17%
CCM
860
Cohen Capital Management
California
$673K – – –
CWM
861
Connecticut Wealth Management
Connecticut
$669K +$22.2K +274 +4%
JIP
862
Jaffetilchin Investment Partners
Florida
$668K +$3.24K +40 +0.5%
GFS
863
GYL Financial Synergies
Connecticut
$664K +$154K +1,902 +34%
CCFCSB
864
Cape Cod Five Cents Savings Bank
Massachusetts
$663K -$60.2K -743 -9%
HMS
865
Hanseatic Management Services
New Mexico
$663K +$42.4K +524 +7%
WA
866
Waverly Advisors
Alabama
$660K +$46.9K +579 +8%
4WM
867
44 Wealth Management
Oregon
$660K -$101K -1,251 -14%
CAG
868
Crestwood Advisors Group
Massachusetts
$655K +$16.9K +209 +3%
ECM
869
Evergreen Capital Management
Washington
$654K +$37.7K +465 +7%
QIM
870
Quest Investment Management
Oregon
$651K – – –
IIC
871
Integrated Investment Consultants
Michigan
$651K +$1.78K +22 +0.3%
ESCM
872
Echo Street Capital Management
New York
$651K +$601K +7,423 New
CRC
873
Curi RMB Capital
Illinois
$649K +$20.9K +258 +4%
TF
874
Tompkins Financial
New York
$644K -$22.6K -279 -4%
TWM
875
TriaGen Wealth Management
California
$643K -$50K -617 -8%
33 34
35
36 37