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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
851
Sanders Morris Harris
Texas
$748K – – –
MCM
852
MAI Capital Management
Ohio
$747K +$70.3K +225 +9%
CGL
853
Clarius Group LLC
Washington
$746K +$40K +128 +5%
ZF
854
Zhang Financial
Michigan
$739K +$43.1K +138 +6%
DTC
855
Davidson Trust Company
Washington
$737K -$31.9K -102 -4%
NB
856
Northwest Bancshares
Pennsylvania
$736K +$344K +1,100 +75%
MCM
857
Monarch Capital Management
Indiana
$735K -$12.5K -40 -2%
CFGS
858
Concourse Financial Group Securities
Alabama
$733K +$10.3K +33 +1%
CIAS
859
Capital Investment Advisory Services
North Carolina
$729K -$1.25K -4 -0.2%
AC
860
Abbrea Capital
California
$729K +$28.1K +90 +4%
NL
861
Navalign LLC
California
$728K -$10.3K -33 -1%
RMC
862
Resources Management Corp
Connecticut
$728K – – –
TCA
863
Transcend Capital Advisors
New Jersey
$728K +$131K +420 +20%
VLC
864
Van Leeuwen & Company
New Jersey
$728K +$791K +2,533 New
BS
865
Bessemer Securities
New York
$726K – – –
MIP
866
Marietta Investment Partners
Wisconsin
$725K +$26.2K +84 +3%
IAN
867
Integrated Advisors Network
Texas
$720K +$270K +864 +53%
TCWM
868
Total Clarity Wealth Management
Illinois
$717K -$5.62K -18 -0.7%
EWA
869
EP Wealth Advisors
California
$705K -$172K -552 -18%
VC
870
Veracity Capital
Georgia
$704K -$31.2K -100 -4%
CT
871
Chicago Trust
Illinois
$703K +$7.81K +25 +1%
LWAC
872
Laurel Wealth Advisors (California)
California
$703K +$41.2K +132 +6%
GWM
873
Geneos Wealth Management
Colorado
$702K -$625 -2 -0.1%
FMLI
874
Fukoku Mutual Life Insurance
Japan
$700K -$90.6K -290 -11%
5L
875
55I LLC
Massachusetts
$698K +$512K +1,639 +208%
33 34
35
36 37