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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
701
Winton Group
United Kingdom
$4.52M +$2.42M +65,269 +116%
GIM
702
Grassi Investment Management
California
$4.52M -$103K -2,794 -2%
TCM
703
Tufton Capital Management
Maryland
$4.5M +$104K +2,823 +2%
V
704
Veritable
Delaware
$4.49M -$663K -17,903 -13%
AA
705
Ancora Advisors
Ohio
$4.49M +$196K +5,282 +5%
TCM
706
Twin Capital Management
Pennsylvania
$4.46M -$1.05M -28,481 -19%
CHC
707
City Holding Co
West Virginia
$4.45M +$3.37K +91 +0.1%
OIM
708
Opus Investment Management
Massachusetts
$4.45M – – –
CNBT
709
Canandaigua National Bank & Trust
New York
$4.44M -$242K -6,545 -5%
AMAL
710
Asset Management Advisors LLC
Oklahoma
$4.43M -$48.6K -1,314 -1%
BHPW
711
Beverly Hills Private Wealth
California
$4.42M +$2.31M +62,282 +85%
VCP
712
Verus Capital Partners
Arizona
$4.42M +$233K +6,308 +6%
SWA
713
SFMG Wealth Advisors
Texas
$4.41M +$143K +3,862 +3%
WIM
714
WealthPlan Investment Management
Nebraska
$4.4M -$3.19M -86,098 -42%
DAM
715
Delta Asset Management
Tennessee
$4.4M -$230K -6,223 -5%
FMWA
716
Forvis Mazars Wealth Advisors
Missouri
$4.38M +$1.82M +49,264 +72%
JWM
717
Jeppson Wealth Management
California
$4.37M +$1.27M +34,324 +41%
NC
718
NewSquare Capital
Pennsylvania
$4.34M +$220K +5,937 +5%
BFG
719
Bleakley Financial Group
New Jersey
$4.34M -$107K -2,889 -2%
IWP
720
Icon Wealth Partners
Texas
$4.32M -$70.4K -1,902 -2%
MCM
721
Mengis Capital Management
Oregon
$4.31M -$121K -3,282 -3%
FTC
722
Farmers Trust Company
Ohio
$4.31M +$83.5K +2,255 +2%
CI
723
CX Institutional
Indiana
$4.3M -$367K -9,903 -8%
WAP
724
Wealthcare Advisory Partners
Pennsylvania
$4.28M +$1.26M +34,166 +42%
BMCM
725
Bryn Mawr Capital Management
Pennsylvania
$4.26M +$153K +4,125 +4%
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