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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1301
Beacon Financial Group
Texas
$1.26M +$690 +4 +0.1%
1WA
1302
180 Wealth Advisors
Washington
$1.26M +$1.15M +6,665 New
TMAM
1303
Tokio Marine Asset Management
Japan
$1.26M -$711K -4,118 -38%
PTC
1304
Philadelphia Trust Company
Pennsylvania
$1.26M – – –
CWM
1305
Cornerstone Wealth Management
Missouri
$1.26M +$35.7K +207 +3%
AUB
1306
Atlantic Union Bankshares
Virginia
$1.26M -$5.87K -34 -0.5%
RPC
1307
Rossmore Private Capital
Connecticut
$1.25M +$1.14M +6,617 New
BFA
1308
Benedict Financial Advisors
Georgia
$1.25M +$49.2K +285 +5%
FAG
1309
Financial Advisory Group
Texas
$1.24M +$131K +757 +13%
CB
1310
CNB Bank
Pennsylvania
$1.24M +$1.13M +6,535 New
CL
1311
CPWM LLC
Washington
$1.24M -$20K -116 -2%
FI
1312
Fosun International
China
$1.23M +$1.12M +6,500 New
UAS
1313
United Asset Strategies
New York
$1.22M -$4.78M -27,722 -81%
HF
1314
HRT Financial
New York
$1.22M +$1.11M +6,444 New
MHIC
1315
Marble Harbor Investment Counsel
Massachusetts
$1.22M -$144K -837 -12%
PK
1316
Pflug Koory
Nebraska
$1.22M -$78.7K -456 -7%
FMLI
1317
Fukoku Mutual Life Insurance
Japan
$1.21M – – –
WP
1318
WealthSource Partners
California
$1.21M -$73.7K -427 -6%
CWM
1319
Concentric Wealth Management
California
$1.21M +$74.2K +430 +7%
TCM
1320
Teza Capital Management
Illinois
$1.21M +$1.1M +6,390 New
CIM
1321
CIM Investment Management
Pennsylvania
$1.21M -$389K -2,253 -26%
BIG
1322
Bellwether Investment Group
Tennessee
$1.2M +$16.7K +97 +2%
BFC
1323
Blue Fin Capital
Rhode Island
$1.19M +$20.7K +120 +2%
GIA
1324
GHP Investment Advisors
Colorado
$1.19M +$96.7K +560 +10%
CBU
1325
CIBC Bank USA
Illinois
$1.19M +$11.4K +66 +1%
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