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Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
601
Peachtree Investment Partners
Florida
$485K -$12.9K -136 -3%
CG
602
Caprock Group
Idaho
$481K +$1.42K +15 +0.3%
CRC
603
Curi RMB Capital
Illinois
$481K +$11.5K +121 +3%
PGFC
604
Peapack-Gladstone Financial Corp
New Jersey
$478K -$60.9K -643 -12%
BFO
605
Boston Family Office
Massachusetts
$478K -$18K -190 -4%
SFS
606
Sowell Financial Services
Arkansas
$478K +$49.7K +525 +12%
NME
607
Notis-McConarty Edward
$476K – – –
CTA
608
Chesley Taft & Associates
Illinois
$475K – – –
IRF
609
IBM Retirement Fund
New York
$473K -$3.31K -35 -0.7%
BFC
610
Blue Fin Capital
Rhode Island
$472K -$50.5K -533 -10%
RPC
611
Rossmore Private Capital
Connecticut
$470K +$10.9K +115 +3%
EWM
612
Evermay Wealth Management
Virginia
$466K – – –
CG
613
Colony Group
Massachusetts
$464K +$186K +1,965 +73%
BRM
614
Boston Research & Management
Massachusetts
$462K – – –
CCM
615
Crossvault Capital Management
Texas
$462K – – –
CI
616
Capital International
California
$460K – – –
WP
617
WealthShield Partners
North Carolina
$458K +$95 +1 +0%
CCMD
618
Cypress Capital Management (Delaware)
Delaware
$457K -$102K -1,075 -19%
FRM
619
Fox Run Management
Connecticut
$456K +$433K +4,571 New
ABC
620
Associated Banc-Corp
Wisconsin
$455K – – –
SCM
621
Sterling Capital Management
North Carolina
$449K -$61.2K -646 -13%
ACM
622
Argent Capital Management
Missouri
$449K – – –
BIAS
623
Beacon Investment Advisory Services
New Jersey
$443K -$60.2K -636 -13%
HW
624
Hancock Whitney
Mississippi
$442K -$1.33K -14 -0.3%
PCG
625
Private Capital Group
Connecticut
$442K +$97.3K +1,027 +30%
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