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Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
926
Pacific Global Investment Management
California
$6.11M -$77.7K -207 -1%
BWL
927
Bogart Wealth LLC
Virginia
$6.1M +$121K +323 +2%
PGFC
928
Peapack-Gladstone Financial Corp
New Jersey
$6.06M -$38.3K -102 -0.7%
DGAM
929
Desjardins Global Asset Management
Quebec, Canada
$6.04M -$3.34M -8,905 -37%
PIP
930
Peachtree Investment Partners
Florida
$6.02M -$16.5K -44 -0.3%
FHB
931
First Hawaiian Bank
Hawaii
$6.02M -$92.7K -247 -2%
AWM
932
Affinity Wealth Management
Delaware
$5.95M -$1.13K -3 -0%
AC
933
Addenda Capital
Quebec, Canada
$5.94M -$2.25K -6 -0%
RWA
934
River Wealth Advisors
Pennsylvania
$5.93M -$210K -559 -4%
SW
935
Solidarity Wealth
Utah
$5.93M -$2.11M -5,616 -27%
MC
936
Mayar Capital
United Kingdom
$5.92M – – –
WF
937
Welch & Forbes
Massachusetts
$5.91M +$75K +200 +1%
IWC
938
Integrated Wealth Concepts
Massachusetts
$5.91M +$1.07M +2,857 +23%
KFBMI
939
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.9M – – –
HCMT
940
Highland Capital Management (Tennessee)
Tennessee
$5.84M -$42.4K -113 -0.8%
IIC
941
Ironwood Investment Counsel
Arizona
$5.83M +$101K +269 +2%
HHAA
942
Henry H. Armstrong Associates
Pennsylvania
$5.83M +$38.3K +102 +0.7%
HR
943
Howe & Rusling
New York
$5.83M +$15.8K +42 +0.3%
GC
944
Globeflex Capital
California
$5.81M – – –
PCM
945
Poehling Capital Management
Wisconsin
$5.79M -$105K -279 -2%
DS
946
DRW Securities
Illinois
$5.78M +$3.82M +10,168 +225%
CAL
947
Capital Analysts LLC
Pennsylvania
$5.77M -$82.6K -220 -1%
EB
948
Eastern Bank
Massachusetts
$5.76M +$876K +2,334 +19%
MWA
949
Moser Wealth Advisors
Washington
$5.76M +$5.49M +14,640 New
BP
950
Ballentine Partners
Massachusetts
$5.76M +$368K +982 +7%
36 37
38
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