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Name Holding Trade Value Shares
Change 		Change in
Stake
QPW
1301
Quantum Private Wealth
Florida
$4.51M – – –
CNBTD
1302
Citizens National Bank Trust Department
Mississippi
$4.51M -$90.3K -221 -2%
AMI
1303
Amica Mutual Insurance
Rhode Island
$4.51M -$587K -1,437 -11%
GIM
1304
Generali Investments Management
Slovenia
$4.5M +$4.72M +11,563 New
FCP
1305
Fidelis Capital Partners
Florida
$4.49M +$324K +792 +8%
ALAM
1306
Asahi Life Asset Management
Japan
$4.49M +$402K +983 +9%
SCM
1307
SOL Capital Management
Maryland
$4.49M -$801K -1,960 -15%
BFA
1308
Beaumont Financial Advisors
Massachusetts
$4.48M +$74.4K +182 +2%
CIAS
1309
Capital Investment Advisory Services
North Carolina
$4.48M -$143K -349 -3%
CWP
1310
Concord Wealth Partners
Virginia
$4.47M -$250K -611 -5%
IWS
1311
Insight Wealth Strategies
California
$4.47M -$42.5K -104 -0.9%
CCA
1312
Checchi Capital Advisers
California
$4.46M +$31K +76 +0.7%
MWS
1313
Maxwell Wealth Strategies
California
$4.45M -$33.1K -81 -0.7%
PFA
1314
Pure Financial Advisors
California
$4.45M +$215K +526 +5%
RWB
1315
RMR Wealth Builders
New Jersey
$4.45M +$101K +246 +2%
SC
1316
Searle & Co
Connecticut
$4.44M +$157K +384 +3%
CWM
1317
Crowley Wealth Management
Delaware
$4.43M +$4.66M +11,397 New
HA
1318
Hamel Associates
New Jersey
$4.42M +$17.2K +42 +0.4%
GWM
1319
GSB Wealth Management
Connecticut
$4.42M +$40.9K +100 +0.9%
SMA
1320
Sage Mountain Advisors
Georgia
$4.42M +$1.18M +2,886 +34%
ZCI
1321
Zevenbergen Capital Investments
Washington
$4.42M +$30.6K +75 +0.7%
TW
1322
TrinityPoint Wealth
Connecticut
$4.41M +$152K +372 +3%
SAM
1323
Smartleaf Asset Management
Massachusetts
$4.41M +$753K +1,842 +19%
BIM
1324
Baldwin Investment Management
Pennsylvania
$4.4M -$55.2K -135 -1%
NSIM
1325
North Star Investment Management
Illinois
$4.4M -$41.7K -102 -0.9%
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