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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1226
Purus Wealth Management
California
$5.77M +$255K +1,117 +5%
ACS
1227
Archford Capital Strategies
Illinois
$5.75M -$105K -458 -2%
SNT
1228
Security National Trust
West Virginia
$5.75M -$164K -717 -3%
RIM
1229
Reliant Investment Management
Tennessee
$5.74M +$27.2K +119 +0.5%
HIIFS
1230
Harel Insurance Investments & Financial Services
Israel
$5.74M -$114M -500,218 -98%
SFG
1231
Sowa Financial Group
Rhode Island
$5.74M -$18.5K -81 -0.3%
LCP
1232
Legacy Capital Partners
Wisconsin
$5.74M +$24K +105 +0.4%
RCM
1233
Riverpark Capital Management
New York
$5.72M – – –
VCM
1234
Virtue Capital Management
Tennessee
$5.72M +$28.1K +123 +0.5%
BWL
1235
Bogart Wealth LLC
Virginia
$5.7M +$1.02M +4,454 +22%
CAM
1236
Carret Asset Management
New York
$5.7M +$27.2K +119 +0.5%
SCM
1237
Schnieders Capital Management
California
$5.67M +$38.4K +168 +0.7%
VPI
1238
Value Partners Investments
Manitoba, Canada
$5.67M -$1.56M -6,833 -22%
FC
1239
FORA Capital
Florida
$5.67M +$5.54M +24,229 New
BIM
1240
Baldwin Investment Management
Pennsylvania
$5.66M +$17.1K +75 +0.3%
CIA
1241
Capital Investment Advisors
Georgia
$5.64M +$331K +1,447 +6%
LSWM
1242
Lorne Steinberg Wealth Management
Canada
$5.64M +$141K +615 +3%
KP
1243
Keel Point
Alabama
$5.62M +$328K +1,433 +6%
CIC
1244
Chase Investment Counsel
Virginia
$5.62M +$1.93M +8,446 +54%
MSAM
1245
Moloney Securities Asset Management
Missouri
$5.62M -$169K -741 -3%
ED
1246
Exane Derivatives
France
$5.62M +$15.5K +68 +0.3%
S
1247
SimplyRich
California
$5.59M +$16.2K +71 +0.3%
PFO
1248
Pathstone Family Office
New Jersey
$5.59M +$1.21M +5,310 +29%
PCM
1249
Poehling Capital Management
Wisconsin
$5.58M -$21.3K -93 -0.4%
RC
1250
Roundview Capital
New Jersey
$5.58M +$310K +1,357 +6%
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