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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
851
Realta Investment Advisors
Delaware
$375K -$61.7K -409 -14%
MWM
852
Marietta Wealth Management
Georgia
$374K – – –
CAM
853
Cresset Asset Management
Illinois
$373K -$195K -1,293 -34%
BCA
854
Bray Capital Advisors
Florida
$373K +$45.3K +300 +14%
BPWA
855
Beacon Pointe Wealth Advisors
California
$370K -$19.6K -130 -5%
SRC
856
Stone Run Capital
New York
$369K – – –
LCM
857
Landscape Capital Management
New Jersey
$368K – – –
BDWM
858
Brewin Dolphin Wealth Management
Ireland
$365K -$302K -2,000 -45%
JWM
859
JFG Wealth Management
Colorado
$365K +$347K +2,300 New
PFG
860
Piershale Financial Group
Illinois
$365K +$365K +2,419 New
MMG
861
Monetary Management Group
Missouri
$362K – – –
WSC
862
Wellington Shields & Co
New York
$362K – – –
ITIM
863
Indiana Trust & Investment Management
Indiana
$361K – – –
WSCM
864
Wellington Shields Capital Management
New York
$358K -$18.9K -125 -5%
ANBT
865
American National Bank & Trust
Texas
$358K +$61.6K +408 +21%
EFS
866
Essex Financial Services
Connecticut
$353K +$14.3K +95 +4%
CIAS
867
Capital Investment Advisory Services
North Carolina
$352K +$23.9K +158 +7%
FDCDDQ
868
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349K – – –
OC
869
Oakworth Capital
Alabama
$349K +$34.9K +231 +11%
IPW
870
Inlet Private Wealth
Florida
$348K – – –
FHA
871
Flagship Harbor Advisors
Massachusetts
$348K +$24.9K +165 +8%
WI
872
Wedgewood Investors
Pennsylvania
$347K -$3.77K -25 -1%
RA
873
RFG Advisory
Alabama
$346K +$51.3K +340 +17%
MPWT
874
MassMutual Private Wealth & Trust
Connecticut
$343K +$40.3K +267 +13%
VWM
875
Venturi Wealth Management
Texas
$342K -$9.81K -65 -3%
33 34
35
36 37