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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1126
Northeast Investment Management
Massachusetts
$1.93M +$24K +478 +1%
TCM
1127
Tradition Capital Management
New Jersey
$1.93M -$39.9K -795 -2%
RWA
1128
River Wealth Advisors
Pennsylvania
$1.93M +$349K +6,950 +21%
JIC
1129
Joel Isaacson & Co
New York
$1.92M -$21.2K -423 -1%
CA
1130
Clearstead Advisors
Ohio
$1.91M +$72.7K +1,450 +4%
BKA
1131
Brick & Kyle Associates
Pennsylvania
$1.91M +$91.8K +1,829 +5%
MIM
1132
Miller Investment Management
Pennsylvania
$1.9M +$181K +3,605 +10%
NIMI
1133
Natixis Investment Managers International
France
$1.89M +$78.6K +1,566 +4%
ANRIA
1134
American National Registered Investment Advisor
Texas
$1.89M -$30.1K -600 -2%
GCP
1135
GSA Capital Partners
United Kingdom
$1.88M +$1.94M +38,642 New
WA1
1136
Wimmer Associates 1
California
$1.88M -$234K -4,673 -11%
BSW
1137
Buckingham Strategic Wealth
Missouri
$1.87M +$193K +3,848 +11%
HAM
1138
Highstreet Asset Management
Ontario, Canada
$1.86M -$928K -18,496 -33%
CPA
1139
Court Place Advisors
Maryland
$1.86M +$235K +4,690 +14%
SCM
1140
Snow Capital Management
Pennsylvania
$1.85M +$169K +3,371 +10%
FSA
1141
Financial Sense Advisors
California
$1.85M -$472K -9,415 -20%
BE
1142
Bonness Enterprises
District of Columbia
$1.85M – – –
GHA
1143
GW Henssler & Associates
Georgia
$1.85M +$142K +2,839 +8%
BHBT
1144
Burke & Herbert Bank & Trust
Virginia
$1.85M +$92.3K +1,840 +5%
WOC
1145
West Oak Capital
California
$1.84M +$49.3K +983 +3%
CAM
1146
Covenant Asset Management
New Jersey
$1.83M -$189K -3,766 -9%
SC
1147
Schulhoff & Co
Ohio
$1.83M +$8.58K +171 +0.5%
CS
1148
Comerica Securities
Michigan
$1.83M +$1.39M +27,626 +279%
PAG
1149
Private Advisory Group
Washington
$1.83M +$786K +15,663 +72%
CCA
1150
Checchi Capital Advisers
California
$1.82M -$128K -2,550 -6%
44 45
46
47 48