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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
926
Ballentine Partners
Massachusetts
$4.15M -$217K -3,114 -5%
PGAM
927
Princeton Global Asset Management
New Jersey
$4.14M +$86.6K +1,242 +2%
DWM
928
Diversify Wealth Management
Utah
$4.12M +$5.44K +78 +0.1%
JWBC
929
J.W. Burns & Co
New York
$4.11M +$54.1K +776 +1%
ICP
930
Impact Capital Partners
Colorado
$4.11M +$136K +1,950 +3%
CWP
931
CFM Wealth Partners
Texas
$4.09M -$308K -4,419 -7%
SBWIC
932
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.07M +$143K +2,050 +4%
MCB
933
Morton Community Bank
Illinois
$4.07M +$44.5K +639 +1%
TCOV
934
Trust Company of Vermont
Vermont
$4.07M -$48K -688 -1%
EWM
935
EPG Wealth Management
Georgia
$4.05M -$49.7K -713 -1%
CFS
936
Cannon Financial Strategists
Georgia
$4.04M -$9.9K -142 -0.2%
NP
937
Nilsine Partners
Colorado
$4.03M +$293K +4,202 +8%
FWIA
938
Fort Washington Investment Advisors
Ohio
$4.01M -$48K -689 -1%
GS
939
GWN Securities
Florida
$4M +$244K +3,504 +7%
JPMIA
940
J.P. Marvel Investment Advisors
Massachusetts
$3.99M -$565K -8,100 -12%
BFG
941
Beacon Financial Group
Texas
$3.99M -$164K -2,357 -4%
BCM
942
Birmingham Capital Management
Alabama
$3.99M -$41.8K -600 -1%
JSSH
943
J. Safra Sarasin Holding
$3.98M -$5.56M -79,827 -58%
SIAG
944
Signet Investment Advisory Group
Rhode Island
$3.97M +$533K +7,642 +16%
FCCM
945
First City Capital Management
Georgia
$3.96M -$9.13K -131 -0.2%
CW
946
CreativeOne Wealth
Kansas
$3.93M +$194K +2,777 +5%
TC
947
Trilogy Capital
California
$3.93M +$3.06M +43,902 +357%
CAAS
948
Capital Asset Advisory Services
Michigan
$3.93M +$95.7K +1,373 +2%
CB
949
Cadence Bank
Mississippi
$3.91M -$590K -8,462 -13%
MB
950
MidFirst Bank
Oklahoma
$3.91M +$3.9M +55,884 New
36 37
38
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