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Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
701
Financial & Tax Architects
Missouri
$6.27M +$481K +7,362 +8%
JSSH
702
J. Safra Sarasin Holding
$6.25M -$11.4M -175,238 -64%
CB
703
Community Bank
New York
$6.23M -$55.3K -847 -0.8%
BM
704
Bislett Management
California
$6.23M – – –
SIA
705
Soltis Investment Advisors
Utah
$6.22M +$157K +2,409 +2%
WI
706
Wahed Invest
New York
$6.22M +$400K +6,129 +7%
DP
707
Dearborn Partners
Illinois
$6.21M -$196K -3,005 -3%
MFG
708
Merit Financial Group
Georgia
$6.21M +$694K +10,632 +12%
WAM
709
Weatherly Asset Management
California
$6.19M +$240K +3,679 +4%
AO
710
Allen Operations
New York
$6.17M +$4.3M +65,854 +66%
FCH
711
Freestone Capital Holdings
Washington
$6.17M +$768K +11,762 +13%
M
712
MOTCO
Texas
$6.16M +$50.1K +767 +0.8%
WTC
713
WhitTier Trust Company
Nevada
$6.15M -$424K -6,503 -6%
JG
714
Jain Global
New York
$6.15M +$6.45M +98,845 New
HA
715
Hamel Associates
New Jersey
$6.11M -$96.4K -1,477 -1%
MGIA
716
Moneta Group Investment Advisors
Missouri
$6.11M +$1.06M +16,190 +20%
SF
717
Summit Financial
New Jersey
$6.09M +$653K +10,005 +11%
CMP
718
Coston McIsaac & Partners
Maine
$6.08M -$295K -4,520 -4%
FCCM
719
First City Capital Management
Georgia
$6.03M -$47.6K -729 -0.7%
BMA
720
Brooks Moore & Associates
Tennessee
$6.02M +$36.2K +555 +0.6%
SIMG
721
Sonora Investment Management Group
Arizona
$6.02M -$30.4K -465 -0.5%
TFA
722
Toth Financial Advisory
Virginia
$6.01M +$193K +2,953 +3%
BHIA
723
Birch Hill Investment Advisors
Massachusetts
$6M -$72.5K -1,110 -1%
DWA
724
Douglass Winthrop Advisors
New York
$5.97M +$444K +6,800 +8%
CHC
725
City Holding Co
West Virginia
$5.96M -$15.4K -236 -0.2%
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