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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1151
IBEX Wealth Advisors
New Jersey
$4.08M – – –
AIM
1152
Arcadia Investment Management
Michigan
$4.08M -$760K -4,206 -17%
HPC
1153
HM Payson & Co
Maine
$4.05M -$2.99M -16,539 -44%
BA
1154
Bristlecone Advisors
Washington
$4.05M -$361K -2,000 -9%
AWM
1155
Avior Wealth Management
Nebraska
$4.04M +$61.8K +342 +2%
FHA
1156
Flagship Harbor Advisors
Massachusetts
$4.03M +$331K +1,830 +10%
CNBT
1157
Canandaigua National Bank & Trust
New York
$4.01M +$49K +271 +1%
AF
1158
Aldebaran Financial
$4M -$187K -1,035 -5%
BCM
1159
BTC Capital Management
Iowa
$3.99M +$15.5K +86 +0.4%
VC
1160
Vestor Capital
Illinois
$3.96M -$11.7K -65 -0.3%
FNBT
1161
FineMark National Bank & Trust
Florida
$3.96M +$552K +3,056 +18%
SAM
1162
Symphony Asset Management
California
$3.95M -$105K -581 -2%
DM
1163
Diker Management
New York
$3.94M -$1.88M -10,400 -34%
SCM
1164
Sterneck Capital Management
Missouri
$3.93M -$672K -3,720 -16%
PWS
1165
Peloton Wealth Strategists
Indiana
$3.89M -$36.1K -200 -0.2%
HIS
1166
Horizon Investment Services
Indiana
$3.89M -$124K -686 -3%
TA
1167
TRB Advisors
New York
$3.89M +$904K +5,000 +33%
PWM
1168
Perigon Wealth Management
California
$3.88M +$907K +5,020 +34%
CGI
1169
Comgest Global Investors
France
$3.87M +$3.6M +19,900 New
CCM
1170
Compton Capital Management
Rhode Island
$3.87M +$19.9K +110 +0.6%
AWM
1171
Avitas Wealth Management
California
$3.86M +$3.59M +19,845 New
GI
1172
GS Investments
Minnesota
$3.85M -$55.1K -305 -2%
PWAP
1173
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.85M +$9.04K +50 +0.3%
LPC
1174
Loeb Partners Corp
New York
$3.84M +$1.19M +6,565 +50%
JPC
1175
Jabodon PT Co
Nevada
$3.84M +$1.49M +8,249 +72%
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