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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
1226
Amarillo National Bank
Texas
$2.75M – – –
ACM
1227
Arthedge Capital Management
New York
$2.73M -$1.6M -4,450 -37%
AOWM
1228
Alpha Omega Wealth Management
Virginia
$2.72M -$5.39K -15 -0.2%
SCM
1229
Stevens Capital Management
Pennsylvania
$2.72M +$2.74M +7,620 New
OIA
1230
Optimum Investment Advisors
Illinois
$2.72M -$18K -50 -0.7%
PBT
1231
Pictet Bank & Trust
Bahamas
$2.72M – – –
ACM
1232
Alpha Capital Management
Texas
$2.71M -$2.88K -8 -0.1%
TWM
1233
Tolleson Wealth Management
Texas
$2.7M – – –
VIP
1234
Vantage Investment Partners
Missouri
$2.7M +$540K +1,501 +25%
BIA
1235
Benchmark Investment Advisors
Illinois
$2.7M +$9.71K +27 +0.4%
PCS
1236
Personal CFO Solutions
New Jersey
$2.69M -$47.1K -131 -2%
BEC
1237
Blue Edge Capital
Virginia
$2.68M +$7.91K +22 +0.3%
PIC
1238
PCJ Investment Counsel
Ontario, Canada
$2.68M +$2.7M +7,500 New
CWM
1239
Circle Wealth Management
New Jersey
$2.68M +$41K +114 +2%
GC
1240
Grimes & Company
Massachusetts
$2.67M +$21.9K +61 +0.8%
FWM
1241
Fairhaven Wealth Management
Illinois
$2.67M +$272K +758 +11%
MCA
1242
Morris Capital Advisors
Pennsylvania
$2.66M -$36K -100 -1%
SEEDPG
1243
S.E.E.D. Planning Group
New York
$2.66M +$511K +1,421 +24%
ST
1244
Spinnaker Trust
Maine
$2.64M +$150K +416 +6%
BFA
1245
Brendel Financial Advisors
New Hampshire
$2.62M -$148K -412 -5%
FMAEN1
1246
Fund Management at Engine No 1
California
$2.61M +$2.63M +7,307 New
IA
1247
IFP Advisors
Florida
$2.61M +$2.29M +6,368 +30%
PP
1248
Patten & Patten
Tennessee
$2.61M +$36K +100 +1%
RAM
1249
Redmond Asset Management
Virginia
$2.6M +$40.6K +113 +2%
HAI
1250
Hennessy Advisors Inc
California
$2.58M -$1.14M -3,178 -31%
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