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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1176
CRA Financial Services
New Jersey
$3.98M +$86K +312 +2%
BCM
1177
BTC Capital Management
Iowa
$3.97M +$210K +762 +6%
JWM
1178
JGP Wealth Management
Oregon
$3.97M -$827 -3 -0%
SCM
1179
SOL Capital Management
Maryland
$3.97M -$40K -145 -1%
YWP
1180
YorkBridge Wealth Partners
New York
$3.96M +$315K +1,143 +10%
LA
1181
LVW Advisors
New York
$3.94M +$81.6K +296 +2%
SAM
1182
Sequent Asset Management
Texas
$3.93M +$1.06M +3,857 +43%
KA
1183
Kintegral Advisory
New York
$3.93M – – –
BCM
1184
Bluefin Capital Management
New York
$3.93M -$2.13M -7,733 -38%
AWA
1185
Arkadios Wealth Advisors
Georgia
$3.92M +$557K +2,022 +19%
GH
1186
GAM Holding
Switzerland
$3.91M -$496K -1,800 -12%
DAM
1187
Delta Asset Management
Tennessee
$3.91M -$74.1K -269 -2%
PT
1188
Plimoth Trust
Massachusetts
$3.87M -$382K -1,385 -10%
FMB
1189
Field & Main Bank
Kentucky
$3.87M +$15.2K +55 +0.4%
DIP
1190
DT Investment Partners
Pennsylvania
$3.87M +$142K +514 +4%
KTM
1191
Keeler Thomas Management
Utah
$3.86M +$808K +2,931 +30%
DPIM
1192
Duff & Phelps Investment Management
Illinois
$3.86M – – –
VBCG
1193
Valley Brook Capital Group
Pennsylvania
$3.85M +$146K +531 +4%
WR
1194
WD Rutherford
Oregon
$3.84M +$52.4K +190 +2%
CAL
1195
Capital Analysts LLC
Pennsylvania
$3.84M +$861K +3,123 +33%
CIAS
1196
Capital Investment Advisory Services
North Carolina
$3.83M -$82.1K -298 -2%
CPSC
1197
Carl P. Sherr & Co
Massachusetts
$3.83M -$35.8K -130 -1%
PVH
1198
Psagot Value Holdings
Israel
$3.83M +$2.49M +9,040 +259%
EH
1199
Equitable Holdings
New York
$3.82M -$76.6K -278 -2%
CT
1200
Clearstead Trust
Maine
$3.82M +$153K +554 +5%
46 47
48
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