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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1001
Berkshire Bank
Massachusetts
$3.63M +$116K +2,106 +3%
WI
1002
WBI Investments
New Jersey
$3.62M +$745K +13,472 +25%
CFGS
1003
Concourse Financial Group Securities
Alabama
$3.61M +$236K +4,264 +7%
TTWM
1004
TCV Trust & Wealth Management
Virginia
$3.6M +$195K +3,527 +6%
SFA
1005
Souders Financial Advisors
Ohio
$3.6M +$181K +3,274 +5%
DWM
1006
Dakota Wealth Management
Florida
$3.59M +$66.2K +1,196 +2%
WAP
1007
Wealthcare Advisory Partners
Pennsylvania
$3.59M -$58.2K -1,053 -2%
BCFS
1008
Butensky & Cohen Financial Security
Florida
$3.58M +$801K +14,472 +28%
FWCM
1009
Ferguson Wellman Capital Management
Oregon
$3.58M -$54.7K -988 -1%
GLA
1010
Good Life Advisors
Pennsylvania
$3.58M +$611K +11,046 +20%
CM
1011
Capula Management
Cayman Islands
$3.57M -$8.48M -153,385 -70%
HCM
1012
Hall Capital Management
Rhode Island
$3.56M -$122K -2,208 -3%
CPIA
1013
Cornell Pochily Investment Advisors
New York
$3.55M +$148K +2,679 +4%
DBT
1014
Dubuque Bank & Trust
Iowa
$3.54M +$81.2K +1,468 +2%
PFS
1015
Physicians Financial Services
North Carolina
$3.54M +$56.7K +1,025 +2%
EA
1016
Ellsworth Advisors
Ohio
$3.53M +$723K +13,072 +25%
CAM
1017
Centre Asset Management
New York
$3.52M +$11.1K +200 +0.3%
FM
1018
Family Management
New York
$3.52M -$37.3K -674 -1%
BCM
1019
BTC Capital Management
Iowa
$3.51M +$883K +15,958 +32%
NSEDCP
1020
NJ State Employees Deferred Compensation Plan
New Jersey
$3.51M – – –
PAM
1021
Paradigm Asset Management
New York
$3.51M -$177K -3,200 -5%
IWM
1022
IHT Wealth Management
Illinois
$3.51M -$863K -15,603 -19%
TWM
1023
TriaGen Wealth Management
California
$3.51M -$1.44K -26 -0%
BBHC
1024
Brown Brothers Harriman & Co
New York
$3.51M +$264K +4,765 +8%
MBTD
1025
Mechanics Bank - Trust Department
California
$3.5M +$11.7K +211 +0.3%
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