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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1051
Aurora Private Wealth
New Jersey
$324K – – –
FAIM
1052
Financial Advocates Investment Management
Washington
$324K +$2.58K +9 +0.7%
KP
1053
Keel Point
Alabama
$324K +$61.2K +213 +22%
RB
1054
Renasant Bank
Mississippi
$323K +$46.2K +161 +16%
CA
1055
Crewe Advisors
Utah
$322K +$14.1K +49 +4%
CWP
1056
Curated Wealth Partners
California
$318K -$43.1K -150 -11%
GL
1057
Graypoint LLC
New York
$314K +$41.1K +143 +14%
CCM
1058
Cullen Capital Management
New York
$313K +$46K +160 +16%
WAP
1059
Wealthcare Advisory Partners
Pennsylvania
$312K +$129K +449 +63%
EGM
1060
Engineers Gate Manager
New York
$311K -$4.05M -14,102 -92%
RIM
1061
Redwood Investment Management
Arizona
$311K +$332K +1,155 New
MBTD
1062
Mechanics Bank - Trust Department
California
$307K -$5.46K -19 -2%
AIIMS
1063
Analyst IMS Investment Management Services
Israel
$307K +$2.3K +8 +0.7%
PHS
1064
Pekin Hardy Strauss
Illinois
$303K +$6.89K +24 +2%
FG
1065
Fiduciary Group
Georgia
$302K +$2.58K +9 +1%
PP
1066
PDS Planning
Ohio
$302K +$322K +1,122 New
NP
1067
NorthRock Partners
Minnesota
$301K -$135K -470 -30%
AL
1068
Aspiriant LLC
California
$299K -$6.03K -21 -2%
WSC
1069
Wellington Shields & Co
New York
$299K +$228K +794 +252%
WI
1070
WrapManager Inc
California
$297K +$36.5K +127 +13%
IAIM
1071
International Assets Investment Management
Florida
$297K +$73.8K +257 +30%
UBV
1072
United Bank (Virginia)
Virginia
$296K +$315K +1,098 New
CSIC
1073
Clifford Swan Investment Counsel
California
$295K -$28.7K -100 -8%
PWP
1074
Principle Wealth Partners
Connecticut
$293K – – –
NL
1075
NWAM LLC
Washington
$292K -$137K -478 -31%
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