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Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
1001
Fund Management at Engine No 1
California
$2.93M +$264K +4,360 +10%
GCM
1002
Gables Capital Management
Florida
$2.93M +$6.05K +100 +0.2%
BCM
1003
Brookstone Capital Management
Illinois
$2.92M -$379K -6,258 -12%
CCG
1004
Cypress Capital Group
Florida
$2.92M -$52.4K -866 -2%
CWM
1005
C2C Wealth Management
Arizona
$2.91M +$12.1K +200 +0.4%
CWG
1006
Cornerstone Wealth Group
North Carolina
$2.9M +$16.8K +278 +0.6%
BHBT
1007
Burke & Herbert Bank & Trust
Virginia
$2.89M -$62.9K -1,039 -2%
KOCAA
1008
Knights of Columbus Asset Advisors
Connecticut
$2.89M +$710K +11,731 +34%
TC
1009
Telemus Capital
Michigan
$2.89M +$72.5K +1,198 +3%
GC
1010
Gould Capital
Washington
$2.88M -$136K -2,251 -5%
CCA
1011
Checchi Capital Advisers
California
$2.88M -$4.36K -72 -0.2%
BB
1012
Busey Bank
Illinois
$2.86M -$63.1K -1,043 -2%
JIP
1013
Jaffetilchin Investment Partners
Florida
$2.85M -$49.2K -813 -2%
BP
1014
Ballentine Partners
Massachusetts
$2.84M +$792K +13,086 +40%
NWM
1015
Northcape Wealth Management
New York
$2.84M +$2.77M +45,764 New
CAL
1016
Capital Analysts LLC
Pennsylvania
$2.83M +$296K +4,892 +12%
SCA
1017
St. Clair Advisors
Ohio
$2.83M +$1.21M +20,000 +78%
FNT
1018
First National Trust
Pennsylvania
$2.83M +$675K +11,141 +32%
BFO
1019
Boston Family Office
Massachusetts
$2.83M +$3.03K +50 +0.1%
CCIA
1020
Cherry Creek Investment Advisors
Colorado
$2.82M -$23.7K -392 -0.9%
WIS
1021
Wright Investors Service
Connecticut
$2.82M -$40.9K -676 -1%
GFS
1022
GYL Financial Synergies
Connecticut
$2.82M +$530K +8,751 +24%
FA
1023
FDx Advisors
Illinois
$2.82M – – –
NEAM
1024
New England Asset Management
Connecticut
$2.82M -$144K -2,380 -5%
CF
1025
Centaurus Financial
California
$2.81M +$655K +10,810 +31%
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