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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Cambridge Trust
Massachusetts
$401K -$159K -1,189 -29%
RWA
527
Ropes Wealth Advisors
Massachusetts
$389K -$3.35K -25 -0.9%
WA
528
Wealth Alliance
New York
$389K +$3.48K +26 +0.9%
WSC
529
Wellington Shields & Co
New York
$389K +$10.7K +80 +3%
RHBC
530
R.H. Bluestein & Co
Michigan
$388K – – –
AUB
531
Atlantic Union Bankshares
Virginia
$387K -$23.9K -178 -6%
OWP
532
Obermeyer Wealth Partners
Colorado
$385K -$123K -918 -24%
MP
533
McDonald Partners
Ohio
$385K – – –
FBFS
534
First Business Financial Services
Wisconsin
$382K -$50.2K -375 -12%
MIC
535
Meridian Investment Counsel
California
$381K – – –
WJWM
536
Williams Jones Wealth Management
New York
$380K +$1.74K +13 +0.5%
BCM
537
Brookstone Capital Management
Illinois
$376K +$366K +2,733 New
MC
538
Moors & Cabot
Massachusetts
$373K -$1.88K -14 -0.5%
PWP
539
Principle Wealth Partners
Connecticut
$372K +$4.82K +36 +1%
IC
540
Inscription Capital
Texas
$372K +$368K +2,748 New
SAM
541
Silvercrest Asset Management
New York
$371K +$72.6K +542 +25%
LOAMS
542
Lombard Odier Asset Management (Switzerland)
Switzerland
$370K +$118K +883 +48%
FMB
543
Field & Main Bank
Kentucky
$370K +$346K +2,585 +1,723%
CFA
544
Camarda Financial Advisors
Florida
$369K – – –
LFA
545
Landmark Financial Advisors
Kentucky
$368K +$134 +1 +0%
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$365K +$355K +2,649 +4,998%
AIS
547
American Investment Services
Massachusetts
$364K – – –
OL
548
Optas LLC
Texas
$362K +$10.2K +76 +3%
ZB
549
Zions Bancorporation
Utah
$360K +$51.3K +383 +17%
SWP
550
Stratos Wealth Partners
Ohio
$353K -$29.3K -219 -8%
20 21
22
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