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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
976
Private Trust Company
Ohio
$1.56M +$52.9K +1,553 +3%
SPC
977
Stewart & Patten Company
California
$1.55M -$232K -6,799 -10%
ISWM
978
Independent Solutions Wealth Management
New York
$1.55M +$280K +8,210 +16%
PTCG
979
Pring Turner Capital Group
California
$1.54M +$1.33K +39 +0.1%
PWMAG
980
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M -$31.1K -911 -1%
GC
981
Globeflex Capital
California
$1.54M +$2.03M +59,674 New
TMAM
982
Tokio Marine Asset Management
Japan
$1.53M +$222K +6,522 +12%
AWC
983
Abundance Wealth Counselors
Pennsylvania
$1.52M +$127K +3,730 +7%
FFM
984
Forum Financial Management
Illinois
$1.51M +$962K +28,212 +93%
CT
985
Cambridge Trust
Massachusetts
$1.51M -$265K -7,770 -12%
SCP
986
Stamos Capital Partners
California
$1.51M -$7.25M -212,720 -78%
BW
987
Basepoint Wealth
Iowa
$1.5M +$245K +7,174 +14%
BOH
988
Bank of Hawaii
Hawaii
$1.5M -$241K -7,079 -11%
ATC
989
Adirondack Trust Company
New York
$1.5M +$4.67K +137 +0.2%
XT
990
XTX Topco
Cayman Islands
$1.5M +$1.98M +58,062 New
LI
991
Lafayette Investments
Maryland
$1.49M -$832K -24,403 -30%
WANY
992
Wealthspire Advisors (New York)
New York
$1.49M -$72.4K -2,123 -4%
BAM
993
Boyar Asset Management
New York
$1.49M +$20.6K +604 +1%
MWM
994
Mission Wealth Management
California
$1.48M +$80K +2,346 +4%
LA
995
Lifeworks Advisors
Michigan
$1.48M +$26.4K +773 +2%
H
996
HoyleCohen
California
$1.48M -$165K -4,832 -8%
DLA
997
Douglas Lane & Associates
New York
$1.47M -$193K -5,653 -9%
JWCA
998
J.W. Coons Advisors
Ohio
$1.47M -$22.2K -650 -1%
CC
999
Cypress Capital
Tennessee
$1.47M +$805K +23,601 +71%
CM
1000
Caption Management
Oklahoma
$1.47M +$593K +17,400 +44%
38 39
40
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