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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1676
Allegheny Financial Group
Pennsylvania
$666K -$34.5K -685 -5%
JFGIW
1677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$665K -$42.8K -851 -6%
MC
1678
Middleton & Co
Massachusetts
$663K -$50.3K -1,000 -7%
MC
1679
Montag & Caldwell
Georgia
$663K +$99.7K +1,980 +19%
IFS
1680
Ifrah Financial Services
Arkansas
$661K -$5.44K -108 -0.9%
AIA
1681
Arbor Investment Advisors
North Carolina
$659K -$35.9K -714 -5%
SG
1682
StoneX Group
New York
$659K -$12.8K -255 -2%
FNBOSM
1683
First National Bank of South Miami
Florida
$659K +$8.05K +160 +1%
EAM
1684
Erste Asset Management
Austria
$659K – – –
HCM
1685
Hilton Capital Management
New York
$656K -$21.8M -432,522 -97%
AIM
1686
Alhambra Investment Management
Florida
$655K +$80.5K +1,600 +15%
GIA
1687
GHP Investment Advisors
Colorado
$653K – – –
EWM
1688
Evermay Wealth Management
Virginia
$649K -$28.2K -560 -4%
GDP
1689
Great Diamond Partners
Maine
$649K +$36K +716 +6%
BCM
1690
BTC Capital Management
Iowa
$647K -$66.4K -1,320 -10%
AL
1691
Aspiriant LLC
California
$644K +$30.5K +605 +5%
BDWCC
1692
B&D White Capital Company
Texas
$643K +$596K +11,840 +911%
SC
1693
Sierra Capital
Florida
$641K +$612K +12,152 New
MFW
1694
Meristem Family Wealth
Minnesota
$639K -$403K -8,000 -40%
OMC
1695
Overbrook Management Corp
New York
$638K -$94.5K -1,878 -13%
IP
1696
Intellectus Partners
California
$638K +$604K +12,006 New
CIM
1697
Chapman Investment Management
California
$634K +$1.71K +34 +0.3%
SWMP
1698
Signature Wealth Management Partners
New Jersey
$633K +$101K +2,000 +20%
ERWM
1699
Elk River Wealth Management
Colorado
$631K – – –
PFGIA
1700
Patriot Financial Group Insurance Agency
Massachusetts
$631K +$2.42K +48 +0.4%
66 67
68
69 70