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Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
1076
Capstone Triton Financial Group
Oklahoma
$3.23M +$2.86M +13,807 New
ATC
1077
Argent Trust Co
Tennessee
$3.23M +$151K +729 +6%
DPIM
1078
Duff & Phelps Investment Management
Illinois
$3.22M – – –
FAM
1079
Formidable Asset Management
Ohio
$3.21M – – –
MGWM
1080
Marks Group Wealth Management
Minnesota
$3.21M +$56.2K +271 +2%
CA
1081
Cornerstone Advisory
Maryland
$3.2M +$156K +755 +6%
SW
1082
SVB Wealth
Massachusetts
$3.19M +$301K +1,453 +12%
SP
1083
Symmetry Partners
Connecticut
$3.18M +$265K +1,281 +10%
SCI
1084
S&CO Inc
Massachusetts
$3.18M -$28K -135 -1%
IPW
1085
Inlet Private Wealth
Florida
$3.18M – – –
PIP
1086
Peachtree Investment Partners
Florida
$3.17M +$847K +4,089 +43%
SCM
1087
Salem Capital Management
Massachusetts
$3.17M -$67.3K -325 -2%
MBT
1088
Montecito Bank & Trust
California
$3.17M +$967K +4,669 +53%
MGIA
1089
Moneta Group Investment Advisors
Missouri
$3.17M +$48.9K +236 +2%
KA
1090
Kintegral Advisory
New York
$3.17M – – –
WF
1091
Welch & Forbes
Massachusetts
$3.16M +$77.7K +375 +3%
QP
1092
Quilter Plc
United Kingdom
$3.15M +$208K +1,004 +8%
MA
1093
Mutual Advisors
Nebraska
$3.15M -$1.9M -9,162 -40%
S
1094
SignatureFD
Georgia
$3.15M -$190K -916 -6%
IWP
1095
Icon Wealth Partners
Texas
$3.15M +$494K +2,385 +22%
TIA
1096
Tandem Investment Advisors
South Carolina
$3.14M -$549K -2,652 -17%
GAG
1097
GM Advisory Group
New York
$3.12M +$1.77M +8,532 +178%
LAIC
1098
Lederer & Associates Investment Counsel
California
$3.12M +$11.8K +57 +0.4%
MCM
1099
Moore Capital Management
New York
$3.12M -$19.1M -92,309 -87%
RCM
1100
RB Capital Management
Nevada
$3.1M +$18K +87 +0.7%
42 43
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