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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1151
HB Wealth Management
Georgia
$598K -$243K -3,559 -28%
SCI
1152
Stableford Capital II
Arizona
$596K +$647K +9,493 New
APW
1153
Austin Private Wealth
Texas
$595K -$10.8K -158 -2%
WSFS
1154
Wilmington Savings Fund Society
Delaware
$594K +$31.6K +463 +5%
GL
1155
Graypoint LLC
New York
$592K +$157K +2,306 +35%
JIC
1156
Johnson Investment Counsel
Ohio
$589K -$113K -1,657 -16%
MC
1157
Machina Capital
France
$587K +$129K +1,896 +27%
IFG
1158
Independent Financial Group
California
$584K -$38.2K -561 -6%
KWA
1159
Kingswood Wealth Advisors
California
$583K +$596K +8,744 New
WPW
1160
Waldron Private Wealth
Pennsylvania
$583K -$199K -2,914 -25%
PA
1161
Probity Advisors
Texas
$582K +$595K +8,727 New
JCM
1162
Jacobi Capital Management
Pennsylvania
$578K -$78.5K -1,151 -12%
SW
1163
SlateStone Wealth
Florida
$577K -$88.6K -1,300 -13%
SMH
1164
Sanders Morris Harris
Texas
$576K +$578K +8,475 New
NME
1165
Notis-McConarty Edward
$575K -$532K -7,802 -48%
BHB
1166
Bank Hapoalim BM
Israel
$573K -$159K -2,335 -21%
LIM
1167
Leavell Investment Management
Alabama
$570K -$13.8K -203 -2%
MSFP
1168
Mark Sheptoff Financial Planning
Connecticut
$568K – – –
DBIA
1169
Dumont & Blake Investment Advisors
New Jersey
$567K +$2.11K +31 +0.4%
MMG
1170
Monetary Management Group
Missouri
$567K -$910K -13,347 -61%
ST
1171
Smithfield Trust
Pennsylvania
$563K -$7.36K -108 -1%
WI
1172
WrapManager Inc
California
$563K -$8.52K -125 -1%
MIM
1173
Moseley Investment Management
Florida
$558K +$21.8K +320 +4%
DF
1174
Donoghue Forlines
Massachusetts
$556K +$243K +3,568 +75%
JIP
1175
Jaffetilchin Investment Partners
Florida
$556K -$127K -1,863 -18%
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