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Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
626
First Financial Bank - Trust Division
Ohio
$471K +$5.94K +52 +1%
CAG
627
Crestwood Advisors Group
Massachusetts
$470K – – –
TSW
628
Thompson Siegel & Walmsley
Virginia
$469K – – –
EWA
629
EP Wealth Advisors
California
$468K +$4.91K +43 +1%
KWM
630
Kingsview Wealth Management
Oregon
$466K +$26.5K +232 +6%
KA
631
Kovack Advisors
Florida
$465K -$74.3K -650 -14%
MSAM
632
Moloney Securities Asset Management
Missouri
$465K +$468K +4,098 New
CDH
633
Charles D. Hyman
$459K – – –
TNB
634
TCF National Bank
South Dakota
$457K +$460K +4,023 New
HT
635
Heritage Trust
Oklahoma
$455K – – –
CCG
636
Ceeto Capital Group
Florida
$454K – – –
WAAG
637
Wealth Alliance Advisory Group
Kansas
$454K – – –
BFC
638
Blue Fin Capital
Rhode Island
$453K -$50.6K -443 -10%
AIL
639
AGF Investments LLC
Ontario, Canada
$452K +$133K +1,167 +41%
AT
640
Arden Trust
Delaware
$448K – – –
HCM
641
Horan Capital Management
Maryland
$442K -$7.43K -65 -2%
FWM
642
Frontier Wealth Management
Missouri
$441K -$17.5K -153 -4%
AS
643
Altshuler Shaham
Israel
$439K +$340K +2,971 +325%
DCM
644
Dupont Capital Management
Delaware
$434K -$80K -700 -15%
WAM
645
Wealthspire Advisors (Maryland)
Maryland
$433K -$686 -6 -0.2%
CS
646
Comerica Securities
Michigan
$432K +$126K +1,100 +41%
CCP
647
Corient Capital Partners
California
$426K +$210K +1,840 +96%
TAM
648
Tiverton Asset Management
Delaware
$423K +$426K +3,725 New
NEPWA
649
New England Private Wealth Advisors
Massachusetts
$421K +$114 +1 +0%
SFI
650
SPC Financial Inc
Maryland
$420K – – –
24 25
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