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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1476
Girard Partners
Pennsylvania
$222K -$105K -950 -31%
CCMD
1477
Cypress Capital Management (Delaware)
Delaware
$221K – – –
NWA
1478
New World Advisors
Massachusetts
$221K +$22K +200 +10%
CFG
1479
Cooper Financial Group
California
$219K +$2.64K +24 +1%
HTC
1480
Haverford Trust Company
Pennsylvania
$217K +$231K +2,094 New
CIC
1481
Crawford Investment Counsel
Georgia
$216K +$230K +2,084 New
AWM
1482
Altavista Wealth Management
North Carolina
$215K -$5.51K -50 -2%
FIM
1483
Fruth Investment Management
Texas
$215K – – –
OWA
1484
One Wealth Advisors
California
$215K – – –
FIA
1485
FNY Investment Advisers
New York
$215K +$32.8K +298 +17%
FMC
1486
First Merchants Corp
Indiana
$213K -$10.5K -95 -4%
RIL
1487
Rothschild Investment LLC
Illinois
$213K -$1.43K -13 -0.6%
PWA
1488
Physician Wealth Advisors
Utah
$213K +$225K +2,041 New
CPA
1489
Capital Planning Advisors
California
$212K -$15.1K -137 -6%
KPW
1490
Kore Private Wealth
New York
$212K +$9.36K +85 +4%
BCA
1491
Berman Capital Advisors
Georgia
$211K -$284K -2,578 -56%
POIA
1492
Pin Oak Investment Advisors
Texas
$210K -$330 -3 -0.1%
FRM
1493
Fox Run Management
Connecticut
$207K -$5.84K -53 -3%
AP
1494
Arlington Partners
Alabama
$207K – – –
BWM
1495
BigSur Wealth Management
Florida
$207K – – –
FA
1496
Fortis Advisors
Pennsylvania
$207K – – –
DOA
1497
D'Orazio & Associates
Virginia
$207K +$33K +300 +18%
BHBT
1498
Burke & Herbert Bank & Trust
Virginia
$205K -$1.1K -10 -0.5%
SAM
1499
SP Asset Management
California
$205K – – –
CG
1500
Carmignac Gestion
France
$202K -$116M -1,051,991 -100%
58 59
60
61 62