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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1826
Delta Asset Management
Tennessee
$637K +$89.5K +471 +15%
PBCM
1827
Point Break Capital Management
Florida
$635K – – –
HHGA
1828
Halbert Hargrove Global Advisors
California
$634K -$3.99K -21 -0.6%
CCA
1829
Clearwater Capital Advisors
Illinois
$630K -$5.7K -30 -0.8%
JA
1830
JOYN Advisors
Georgia
$626K -$186K -978 -22%
FP
1831
Foundry Partners
Minnesota
$626K -$38K -200 -5%
PCM
1832
Pointe Capital Management
Michigan
$625K +$136K +717 +26%
GC
1833
Gruss & Co
Florida
$623K -$665K -3,500 -50%
AL
1834
Arnhold LLC
New York
$623K – – –
PWA
1835
Physician Wealth Advisors
Utah
$623K +$592K +3,116 New
CIC
1836
Chilton Investment Company
Connecticut
$621K +$13.1K +69 +2%
MBT
1837
Montecito Bank & Trust
California
$620K -$20.1K -106 -3%
BWM
1838
BerganKDV Wealth Management
Minnesota
$617K -$309K -1,627 -32%
CFA
1839
Carroll Financial Associates
North Carolina
$616K -$280K -1,474 -30%
KTC
1840
Kistler-Tiffany Companies
Pennsylvania
$613K +$26K +137 +4%
BFO
1841
Boston Family Office
Massachusetts
$612K +$19K +100 +3%
CF
1842
Copperwynd Financial
Arizona
$611K +$71.8K +378 +13%
CIA
1843
Choate Investment Advisors
Massachusetts
$610K -$5.13K -27 -0.8%
BCM
1844
Becker Capital Management
Oregon
$610K – – –
TIA
1845
Tiemann Investment Advisors
California
$608K -$14.3K -75 -2%
OFW
1846
Omnia Family Wealth
Florida
$607K -$63.7K -335 -9%
AWM
1847
AllSquare Wealth Management
New York
$606K -$38K -200 -6%
WAG
1848
Winthrop Advisory Group
Massachusetts
$602K +$17.3K +91 +3%
CPIA
1849
Cornell Pochily Investment Advisors
New York
$599K -$8.55K -45 -1%
CBN
1850
Cadence Bank NA
Texas
$599K +$43.1K +227 +7%
72 73
74
75 76