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Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1126
Jacobs & Co
California
$248K -$8.89K -300 -4%
GWS
1127
Glassman Wealth Services
Virginia
$246K +$8.89K +300 +4%
HR
1128
Hayden Royal
North Carolina
$246K +$188K +6,340 New
BAS
1129
Brown Advisory Securities
Maryland
$245K -$162K -5,470 -42%
CONA
1130
Capital One National Association
New York
$245K +$224K +7,570 New
BAAM
1131
Baker Avenue Asset Management
California
$245K +$225K +7,590 New
PAS
1132
Partnervest Advisory Services
California
$244K -$64.6K -2,180 -22%
ISL
1133
Ingalls & Snyder LLC
New York
$244K – – –
VBFG
1134
Vishria Bird Financial Group
Tennessee
$244K – – –
LJAC
1135
L.J. Altfest & Co
New York
$243K -$2.96K -100 -1%
NB
1136
NBT Bank
New York
$243K +$223K +7,520 New
CCA
1137
Clearwater Capital Advisors
Illinois
$242K – – –
RPWA
1138
Regent Peak Wealth Advisors
Georgia
$242K +$222K +7,490 New
TIA
1139
Tiemann Investment Advisors
California
$239K +$219K +7,390 New
GLAM
1140
Gardner Lewis Asset Management
Pennsylvania
$237K +$217K +7,310 New
PAI
1141
Pittenger & Anderson Inc
Nebraska
$236K -$503K -16,970 -70%
JFGIW
1142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K -$10.4K -350 -5%
CT
1143
Clearstead Trust
Maine
$236K – – –
IRC
1144
Investors Research Corp
Georgia
$236K – – –
CWM
1145
Circle Wealth Management
New Jersey
$236K +$216K +7,290 New
IA
1146
IFG Advisory
Georgia
$236K +$216K +7,300 New
HHGA
1147
Halbert Hargrove Global Advisors
California
$235K +$215K +7,250 New
MSAM
1148
Moloney Securities Asset Management
Missouri
$235K +$215K +7,260 New
QC
1149
QCM Cayman
Texas
$233K -$276K -9,300 -56%
VCA
1150
Verdence Capital Advisors
Maryland
$233K -$55.7K -1,880 -21%
44 45
46
47 48