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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1126
Adell Harriman & Carpenter
Texas
$571K +$26.7K +1,070 +5%
FTC
1127
Farmers Trust Company
Ohio
$571K -$23.6K -945 -4%
BFA
1128
Beaumont Financial Advisors
Massachusetts
$570K -$82.6K -3,309 -12%
CB
1129
Cadence Bank
Mississippi
$569K -$126K -5,037 -17%
DAM
1130
Deltec Asset Management
New York
$566K +$602K +24,110 New
PPWM
1131
Paragon Private Wealth Management
Kentucky
$565K -$137K -5,478 -19%
WC
1132
Whitney & Co
New York
$565K -$17.5K -700 -3%
ICP
1133
Interchange Capital Partners
Pennsylvania
$564K +$38K +1,522 +7%
CIA
1134
Cladis Investment Advisory
Montana
$564K +$206K +8,250 +52%
AWM
1135
Accel Wealth Management
Iowa
$564K +$267K +10,698 +80%
MIM
1136
MTM Investment Management
South Carolina
$561K +$75 +3 +0%
FG
1137
Fiduciary Group
Georgia
$561K -$124K -4,959 -17%
OL
1138
Optas LLC
Texas
$560K +$271K +10,833 +83%
RWM
1139
Ritholtz Wealth Management
New York
$559K -$361K -14,444 -38%
GFA
1140
Gallagher Fiduciary Advisors
Illinois
$557K +$175K +7,001 +42%
LNB
1141
Ledyard National Bank
$557K -$8.22K -329 -1%
AL
1142
Arnhold LLC
New York
$556K – – –
KAS
1143
KPP Advisory Services
Kentucky
$552K -$45.6K -1,826 -7%
WP
1144
Westmount Partners
California
$549K +$123K +4,922 +27%
BVC
1145
Bright Valley Capital
Hong Kong
$549K +$584K +23,400 New
TT
1146
TI-Trust
Illinois
$549K -$39.1K -1,565 -6%
CFP
1147
Catalyst Financial Partners
Massachusetts
$546K -$66K -2,641 -10%
GPA
1148
Garrison Point Advisors
California
$545K -$33.8K -1,352 -5%
DWM
1149
Destination Wealth Management
California
$545K -$168K -6,736 -22%
BMC
1150
Beaton Management Company
Massachusetts
$544K +$12.5K +500 +2%
44 45
46
47 48