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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
701
Grassi Investment Management
California
$4.52M -$103K -2,794 -2%
TCM
702
Tufton Capital Management
Maryland
$4.5M +$104K +2,823 +2%
V
703
Veritable
Delaware
$4.49M -$663K -17,903 -13%
AA
704
Ancora Advisors
Ohio
$4.49M +$196K +5,282 +5%
TCM
705
Twin Capital Management
Pennsylvania
$4.46M -$1.05M -28,481 -19%
CHC
706
City Holding Co
West Virginia
$4.45M +$3.37K +91 +0.1%
OIM
707
Opus Investment Management
Massachusetts
$4.45M – – –
CNBT
708
Canandaigua National Bank & Trust
New York
$4.44M -$242K -6,545 -5%
AMAL
709
Asset Management Advisors LLC
Oklahoma
$4.43M -$48.6K -1,314 -1%
BHPW
710
Beverly Hills Private Wealth
California
$4.42M +$2.31M +62,282 +85%
VCP
711
Verus Capital Partners
Arizona
$4.42M +$233K +6,308 +6%
SWA
712
SFMG Wealth Advisors
Texas
$4.41M +$143K +3,862 +3%
WIM
713
WealthPlan Investment Management
Nebraska
$4.4M -$3.19M -86,098 -42%
DAM
714
Delta Asset Management
Tennessee
$4.4M -$230K -6,223 -5%
FMWA
715
Forvis Mazars Wealth Advisors
Missouri
$4.38M +$1.82M +49,264 +72%
JWM
716
Jeppson Wealth Management
California
$4.37M +$1.27M +34,324 +41%
NC
717
NewSquare Capital
Pennsylvania
$4.34M +$220K +5,937 +5%
BFG
718
Bleakley Financial Group
New Jersey
$4.34M -$107K -2,889 -2%
IWP
719
Icon Wealth Partners
Texas
$4.32M -$70.4K -1,902 -2%
MCM
720
Mengis Capital Management
Oregon
$4.31M -$121K -3,282 -3%
FTC
721
Farmers Trust Company
Ohio
$4.31M +$83.5K +2,255 +2%
CI
722
CX Institutional
Indiana
$4.3M -$367K -9,903 -8%
WAP
723
Wealthcare Advisory Partners
Pennsylvania
$4.28M +$1.26M +34,166 +42%
BMCM
724
Bryn Mawr Capital Management
Pennsylvania
$4.26M +$153K +4,125 +4%
AWP
725
Ascent Wealth Partners
New York
$4.26M +$190K +5,134 +5%
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