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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
801
Ellsworth Advisors
Ohio
$5.12M +$538K +10,640 +12%
EWM
802
Evercore Wealth Management
New York
$5.1M -$1.07M -21,194 -17%
CCG
803
Cypress Capital Group
Florida
$5.09M +$970K +19,173 +24%
AAS
804
Ameritas Advisory Services
Nebraska
$5.08M +$31.4K +620 +0.6%
DWM
805
Dakota Wealth Management
Florida
$5.05M +$276K +5,453 +6%
BHC
806
Bowen Hanes & Co
Florida
$5.04M +$38.8K +768 +0.8%
HIC
807
Holderness Investments Company
North Carolina
$5.03M -$64.9K -1,283 -1%
BRCM
808
Bright Rock Capital Management
Massachusetts
$5.02M – – –
IC
809
IEQ Capital
California
$5.01M +$22.7K +449 +0.5%
P
810
Pariax
California
$5M +$543K +10,736 +12%
WA
811
WealthTrust Axiom
Pennsylvania
$5M +$151K +2,978 +3%
AM
812
Atwater Malick
Pennsylvania
$4.97M +$219K +4,331 +5%
LWM
813
Lyell Wealth Management
California
$4.97M -$127K -2,506 -2%
MNBTD
814
Moody National Bank Trust Division
Texas
$4.96M +$235K +4,649 +5%
EP
815
Edgestream Partners
New Jersey
$4.95M +$3.14M +61,988 +174%
NB
816
NBT Bank
New York
$4.94M +$117K +2,306 +2%
AAM
817
AR Asset Management
California
$4.94M – – –
ETI
818
Enterprise Trust & Investment
California
$4.93M +$10.5K +208 +0.2%
FCH
819
Freestone Capital Holdings
Washington
$4.93M -$1.41M -27,844 -22%
SWM
820
Spire Wealth Management
Virginia
$4.9M -$707K -13,967 -13%
EWA
821
Exencial Wealth Advisors
Oklahoma
$4.9M -$39.7K -785 -0.8%
CFG
822
Citizens Financial Group
Rhode Island
$4.88M -$440K -8,704 -8%
PWM
823
Perigon Wealth Management
California
$4.85M -$22.2K -438 -0.5%
VCP
824
Verus Capital Partners
Arizona
$4.84M -$1.52M -30,013 -30%
MPAM
825
Murphy Pohlad Asset Management
Minnesota
$4.84M -$73.9K -1,460 -2%
31 32
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