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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1051
Covenant Partners
Tennessee
$215K +$309K +64,520 New
HIIFS
1052
Harel Insurance Investments & Financial Services
Israel
$214K -$942K -196,840 -75%
CB
1053
CNB Bank
Pennsylvania
$214K +$197K +41,160 +181%
PWMG
1054
Prestige Wealth Management Group
New Jersey
$214K +$307K +64,240 New
MS
1055
Maven Securities
Jersey
$213K -$111K -23,240 -27%
HB
1056
Homrich & Berg
Georgia
$213K +$26.2K +5,480 +9%
HIMC
1057
Heritage Investors Management Corp
Maryland
$213K +$26.4K +5,520 +9%
DC
1058
DeDora Capital
California
$210K -$30.2K -6,320 -9%
LDB
1059
Lee, Danner & Bass
Tennessee
$210K +$18.4K +3,840 +6%
NGA
1060
Naples Global Advisors
Florida
$210K +$276K +57,720 New
SBWIC
1061
Schaper Benz & Wise Investment Counsel
Wisconsin
$210K +$301K +63,000 New
MMA
1062
Miracle Mile Advisors
California
$208K -$469K -98,000 -61%
ANB
1063
Amarillo National Bank
Texas
$208K – – –
PCM
1064
Parsons Capital Management
Rhode Island
$208K +$4.59K +960 +2%
SHGA
1065
Sand Hill Global Advisors
California
$207K -$297K -62,040 -50%
BPA
1066
Beacon Pointe Advisors
California
$207K +$296K +61,960 New
DHFB
1067
Dixon Hubard Feinour & Brown
Virginia
$206K +$38.3K +8,000 +15%
CWS
1068
Cypress Wealth Services
California
$205K +$132K +27,520 +81%
BFS
1069
Bradley Foster & Sargent
Connecticut
$203K -$221K -46,200 -43%
CRC
1070
Curi RMB Capital
Illinois
$203K -$88K -18,400 -23%
CIC
1071
Crawford Investment Counsel
Georgia
$203K +$20.9K +4,360 +8%
FIM
1072
Fernwood Investment Management
Massachusetts
$203K +$291K +60,800 New
AWM
1073
Altium Wealth Management
New York
$201K -$184K -38,360 -39%
APG
1074
Abacus Planning Group
South Carolina
$201K – – –
IWP
1075
Icon Wealth Partners
Texas
$201K +$23K +4,800 +9%
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