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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1051
Jacobi Capital Management
Pennsylvania
$213K +$118K +790 +101%
CT
1052
Caldwell Trust
Florida
$212K +$98.9K +660 +73%
CI
1053
CX Institutional
Indiana
$210K -$13.5K -90 -5%
JAM
1054
Jupiter Asset Management
United Kingdom
$209K +$232K +1,550 New
CFA
1055
Carroll Financial Associates
North Carolina
$208K +$22.5K +150 +11%
CAS
1056
Cascadia Advisory Services
Oregon
$207K – – –
WT
1057
Whittier Trust
California
$207K +$12K +80 +6%
GWM
1058
Gray Wealth Management
Maine
$206K +$3K +20 +1%
CCM
1059
Cribstone Capital Management
Maine
$205K – – –
NIM
1060
NuWave Investment Management
New Jersey
$205K +$226K +1,510 New
MCM
1061
Marathon Capital Management
Maryland
$204K – – –
TWM
1062
Titus Wealth Management
California
$204K +$226K +1,510 New
HWA
1063
HHM Wealth Advisors
Tennessee
$203K -$83.9K -560 -27%
CCG
1064
Chatham Capital Group
Georgia
$203K -$33K -220 -13%
SC
1065
Saturna Capital
Washington
$203K – – –
STB
1066
S&T Bank
Pennsylvania
$203K – – –
HIC
1067
Holderness Investments Company
North Carolina
$203K +$10.5K +70 +5%
EL
1068
Essex LLC
Illinois
$203K +$225K +1,500 New
MPCG
1069
Matrix Private Capital Group
New York
$203K +$225K +1,500 New
WC
1070
Whitney & Co
New York
$202K -$3K -20 -1%
SG
1071
Strid Group
Pennsylvania
$201K – – –
LA
1072
LVW Advisors
New York
$201K +$222K +1,480 New
FFA
1073
Founders Financial Alliance
North Carolina
$200K -$337K -2,250 -60%
ADL
1074
Asset Dedication LLC
California
$195K +$39K +260 +22%
SBL
1075
Sargent Bickham Lagudis
Colorado
$191K -$1.5K -10 -0.7%
41 42
43
44 45