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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1551
RB Capital Management
Nevada
$720K +$96.6K +517 +16%
BFO
1552
Biltmore Family Office
North Carolina
$719K -$196K -1,050 -22%
SS
1553
Simplicity Solutions
Minnesota
$717K +$114K +610 +20%
AWA
1554
Arete Wealth Advisors
Illinois
$717K +$233K +1,247 +51%
CPO
1555
Cerity Partners OCIO
New York
$715K +$70K +375 +11%
CPC
1556
Congress Park Capital
New York
$711K +$187 +1 +0%
IDBONY
1557
Israel Discount Bank of New York
New York
$707K -$34.2K -183 -5%
PAMG
1558
Patton Albertson Miller Group
Tennessee
$707K +$286K +1,532 +73%
UBV
1559
United Bank (Virginia)
Virginia
$702K -$32.5K -174 -5%
TNAM
1560
Terra Nova Asset Management
New York
$701K +$671K +3,594 New
NCM
1561
Noesis Capital Mangement
Florida
$694K -$68.6K -367 -9%
PHAM
1562
Palisades Hudson Asset Management
Florida
$692K +$18.9K +101 +3%
CAS
1563
Cue Advisory Services
Arizona
$692K +$344K +1,840 +108%
BHA
1564
Beech Hill Advisors
New York
$691K – – –
VFM
1565
Viking Fund Management
North Dakota
$683K – – –
AWA
1566
Acorn Wealth Advisors
Michigan
$682K +$187 +1 +0%
PWAP
1567
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$682K +$187 +1 +0%
FIB
1568
First Interstate Bank
Montana
$681K -$9.34K -50 -1%
HCM
1569
Hilton Capital Management
New York
$681K +$3.55K +19 +0.5%
PA
1570
Probity Advisors
Texas
$678K -$1.31K -7 -0.2%
RCM
1571
Radnor Capital Management
Pennsylvania
$670K – – –
CTI
1572
Community Trust & Investment
Kentucky
$665K -$6.16K -33 -1%
KWA
1573
KCS Wealth Advisory
California
$663K -$16.3K -87 -2%
PCMC
1574
Paragon Capital Management (Colorado)
Colorado
$663K +$187 +1 +0%
MFW
1575
Meristem Family Wealth
Minnesota
$663K +$18.7K +100 +3%
61 62
63
64 65