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Name Holding Trade Value Shares
Change 		Change in
Stake
CK
751
Cohen Klingenstein
New York
$2.93M – – –
IAA
752
Independent Advisor Alliance
North Carolina
$2.93M -$1.45M -16,856 -36%
CIP
753
Chartwell Investment Partners
Pennsylvania
$2.92M -$1.29M -15,000 -33%
SC
754
Sawyer & Company
Massachusetts
$2.91M -$1.37K -16 -0.1%
CB
755
Community Bank
New York
$2.9M +$210K +2,451 +9%
BCM
756
Brookstone Capital Management
Illinois
$2.89M +$106K +1,232 +4%
1SB
757
1ST Source Bank
Indiana
$2.88M -$433K -5,042 -15%
KPPF
758
Klein Pavlis & Peasley Financial
California
$2.88M +$118K +1,372 +5%
PWS
759
Peloton Wealth Strategists
Indiana
$2.87M -$377K -4,400 -13%
MCWS
760
McKinley Carter Wealth Services
West Virginia
$2.87M -$192K -2,237 -7%
SP
761
Stablepoint Partners
Massachusetts
$2.87M -$20.2K -235 -0.8%
MSK
762
Melissa S. Kampmann
$2.87M – – –
NL
763
NVWM LLC
Pennsylvania
$2.87M +$40.7K +474 +2%
EH
764
Equitable Holdings
New York
$2.87M -$1.47M -17,127 -37%
NP
765
NorthRock Partners
Minnesota
$2.86M -$1.11K -13 -0%
CIM
766
CIM Investment Management
Pennsylvania
$2.85M +$986K +11,488 +65%
CAC
767
Core Alternative Capital
Georgia
$2.84M -$720K -8,387 -22%
TCA
768
Trifecta Capital Advisors
Illinois
$2.84M +$18.4K +214 +0.7%
DWA
769
Douglass Winthrop Advisors
New York
$2.83M -$202K -2,354 -8%
BHPW
770
Beverly Hills Private Wealth
California
$2.83M -$525K -6,115 -17%
IRAG
771
Investment Research & Advisory Group
Georgia
$2.82M +$86.8K +1,012 +4%
BBHC
772
Brown Brothers Harriman & Co
New York
$2.81M -$183K -2,128 -7%
MAS
773
Meeder Advisory Services
Ohio
$2.81M -$140K -1,631 -5%
BWM
774
BNC Wealth Management
Oregon
$2.8M -$222K -2,586 -8%
MOS
775
MGO One Seven
Ohio
$2.8M +$22.1K +258 +0.9%
29 30
31
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