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Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
726
North Star Investment Management
Illinois
$5.9M -$7.47K -132 -0.1%
AF
727
Advisornet Financial
Minnesota
$5.86M +$2.29M +40,479 +69%
AP
728
Appleton Partners
Massachusetts
$5.84M +$310K +5,473 +6%
ET
729
Equitable Trust
Tennessee
$5.83M -$354K -6,245 -6%
FNBTCON
730
First National Bank & Trust Co of Newtown
Pennsylvania
$5.83M -$26.3K -464 -0.5%
BHWM
731
Bar Harbor Wealth Management
New Hampshire
$5.82M -$129K -2,271 -2%
FB
732
Fulton Bank
Pennsylvania
$5.82M -$1.31M -23,119 -19%
UAS
733
United Asset Strategies
New York
$5.81M +$1.4M +24,735 +34%
TW
734
Transform Wealth
Colorado
$5.8M -$718K -12,685 -11%
CWM
735
Calamos Wealth Management
Illinois
$5.79M +$304K +5,360 +6%
SAM
736
Strategy Asset Managers
California
$5.78M +$2.45M +43,288 +79%
OPTFSNA
737
Old Point Trust & Financial Services N A
Virginia
$5.78M +$20.7K +365 +0.4%
ZCA
738
Zeke Capital Advisors
Pennsylvania
$5.78M -$1.12M -19,726 -17%
TWM
739
TLW Wealth Management
Florida
$5.77M +$5.53M +97,574 New
CCG
740
Cypress Capital Group
Florida
$5.77M -$233K -4,118 -4%
VFM
741
Viking Fund Management
North Dakota
$5.74M – – –
UFF
742
USA Financial Formulas
Michigan
$5.74M +$375K +6,622 +7%
MMA
743
Miracle Mile Advisors
California
$5.71M +$5.47M +96,599 New
OCM
744
Oribel Capital Management
New York
$5.65M +$5.41M +95,600 New
NRS
745
Neville Rodie & Shaw
New York
$5.65M +$247K +4,361 +5%
BIC
746
Beach Investment Counsel
Pennsylvania
$5.65M – – –
OIM
747
Opus Investment Management
Massachusetts
$5.62M – – –
HA
748
Hamel Associates
New Jersey
$5.59M +$333K +5,883 +7%
PSP
749
Principal Street Partners
Tennessee
$5.59M +$5.36M +94,610 New
DIP
750
DT Investment Partners
Pennsylvania
$5.59M +$12.2K +216 +0.2%
28 29
30
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