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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
876
Canandaigua National Bank & Trust
New York
$8.8M -$530K -1,160 -6%
BHWM
877
Bar Harbor Wealth Management
New Hampshire
$8.76M -$158K -346 -2%
RJT
878
Raymond James Trust
Florida
$8.74M +$22.9K +50 +0.3%
FG
879
Fiduciary Group
Georgia
$8.72M -$132K -289 -2%
BFG
880
Berger Financial Group
Minnesota
$8.71M +$5.49K +12 +0.1%
PIM
881
Plato Investment Management
Australia
$8.7M +$7.68M +16,810 +1,335%
PWS
882
Peloton Wealth Strategists
Indiana
$8.69M -$152K -332 -2%
DRD
883
Dennis R. Delaney
$8.68M -$195K -427 -2%
PFS
884
Physicians Financial Services
North Carolina
$8.66M – – –
CCM
885
Conway Capital Management
California
$8.65M +$576K +1,260 +8%
BP
886
Ballentine Partners
Massachusetts
$8.62M +$498K +1,089 +6%
NFGCM
887
Norman Fields Gottscho Capital Management
New York
$8.59M – – –
IIC
888
Ironwood Investment Counsel
Arizona
$8.58M +$50.7K +111 +0.6%
HCA
889
Harbor Capital Advisors
Illinois
$8.57M -$1.44M -3,144 -15%
CT
890
Coastline Trust
Rhode Island
$8.56M +$771K +1,686 +10%
BWL
891
Bogart Wealth LLC
Virginia
$8.54M +$279K +611 +4%
SC
892
Saybrook Capital
North Carolina
$8.54M -$50.3K -110 -0.6%
TCBWMS
893
Texas Capital Bank Wealth Management Services
Texas
$8.52M -$1.02M -2,237 -11%
MFG
894
Merit Financial Group
Georgia
$8.52M +$4.9M +10,716 +126%
HZ
895
Hixon Zuercher
Ohio
$8.5M +$174K +381 +2%
JEST
896
JTC Employer Solutions Trustee
Jersey
$8.49M – – –
SSA
897
South Street Advisors
New York
$8.48M -$477K -1,043 -6%
IAM
898
Infusive Asset Management
New York
$8.42M +$8.69K +19 +0.1%
P
899
Pitcairn
Pennsylvania
$8.41M +$225K +492 +3%
HBT
900
Hills Bank & Trust
Iowa
$8.4M -$101K -220 -1%
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