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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1101
Claro Advisors
Massachusetts
$1.56M +$95.4K +2,824 +6%
OIM
1102
Orca Investment Management
Oregon
$1.55M +$836K +24,731 +107%
BHC
1103
Bowen Hanes & Co
Florida
$1.55M +$50K +1,480 +3%
FCM
1104
Fourpath Capital Management
Oklahoma
$1.55M -$28.7K -848 -2%
SNBOSCI
1105
Security National Bank of Sioux City Iowa
Iowa
$1.55M -$24.5K -725 -1%
AC
1106
AlphaCore Capital
California
$1.55M -$206K -6,095 -11%
ACA
1107
Aptus Capital Advisors
Alabama
$1.55M +$369K +10,907 +30%
BE
1108
Bonness Enterprises
District of Columbia
$1.54M -$33.8K -1,000 -2%
SLI
1109
Sumitomo Life Insurance
Japan
$1.54M -$20.8K -615 -1%
CA
1110
Corrado Advisors
New Jersey
$1.54M +$26.1K +773 +2%
TCBWMS
1111
Texas Capital Bank Wealth Management Services
Texas
$1.54M +$894K +26,466 +126%
CAL
1112
Capital Analysts LLC
Pennsylvania
$1.53M +$65.2K +1,931 +4%
NCM
1113
Neumann Capital Management
California
$1.53M -$49.2K -1,455 -3%
JPWM
1114
Jamison Private Wealth Management
Georgia
$1.53M +$1.6M +47,212 New
EL
1115
EMFO LLC
Florida
$1.53M +$1.49M +43,990 +1,403%
PWP
1116
Private Wealth Partners
California
$1.53M -$382K -11,300 -19%
PFSC
1117
Peoples Financial Services Corp
Pennsylvania
$1.53M -$79.6K -2,356 -5%
WJWM
1118
Williams Jones Wealth Management
New York
$1.53M -$279K -8,244 -15%
JIC
1119
Joel Isaacson & Co
New York
$1.53M +$167K +4,936 +12%
PPC
1120
Park Place Capital
Alabama
$1.53M -$269K -7,953 -14%
PMAM
1121
Penn Mutual Asset Management
Pennsylvania
$1.52M -$213K -6,300 -12%
CCM
1122
Cutler Capital Management
Massachusetts
$1.52M -$1.34M -39,706 -46%
TIA
1123
Traphagen Investment Advisors
New Jersey
$1.52M -$8.18K -242 -0.5%
FCA
1124
FinTrust Capital Advisors
South Carolina
$1.52M +$361K +10,694 +30%
CIS
1125
Connors Investor Services
Pennsylvania
$1.51M – – –
43 44
45
46 47