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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1001
SmartHarvest Portfolios
Washington
$210K -$14.3K -30 -6%
RMC
1002
Resources Management Corp
Connecticut
$208K – – –
FFP
1003
FourThought Financial Partners
Florida
$208K -$8.1K -17 -4%
OCA
1004
Odyssey Capital Advisors
Pennsylvania
$208K +$215K +452 New
PNC
1005
Park National Corp
Ohio
$206K -$5.24K -11 -2%
SRC
1006
Shufro Rose & Co
New York
$204K – – –
AOWM
1007
Asset One Wealth Management
Washington
$203K +$5.72K +12 +3%
VCA
1008
Verdence Capital Advisors
Maryland
$202K +$11.4K +24 +6%
FB
1009
Fulton Bank
Pennsylvania
$202K -$347K -727 -62%
NA
1010
Nautilus Advisors
California
$202K +$200K +420 New
CA
1011
CoreCap Advisors
Michigan
$201K +$68.6K +144 +49%
ISWM
1012
Intesa Sanpaolo Wealth Management
$197K +$14.3K +30 +8%
SAM
1013
S.A. Mason
Michigan
$195K – – –
MPWT
1014
MassMutual Private Wealth & Trust
Connecticut
$191K +$30K +63 +18%
CC
1015
Centiva Capital
New York
$186K -$3.74M -7,843 -95%
IA
1016
IFP Advisors
Florida
$172K -$34.3K -72 -16%
CH
1017
Cromwell Holdings
Wyoming
$158K +$66.7K +140 +68%
IFWM
1018
Institute for Wealth Management
Colorado
$158K +$164K +344 New
BBHC
1019
Brown Brothers Harriman & Co
New York
$157K +$57.2K +120 +54%
AUB
1020
Atlantic Union Bankshares
Virginia
$147K -$33.8K -71 -18%
OCWP
1021
Owl Creek Wealth Partners
Colorado
$140K +$1.91K +4 +1%
GEA
1022
Glen Eagle Advisors
New Jersey
$133K -$19.1K -40 -12%
UOTTAIMCU
1023
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$129K +$134K +282 New
MCM
1024
Manchester Capital Management
Vermont
$121K -$3.81K -8 -3%
PTC
1025
Private Trust Company
Ohio
$120K +$7.63K +16 +7%
39 40
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42 43