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Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
801
ZWJ Investment Counsel
Georgia
$521K +$489K +3,933 New
CCA
802
Checchi Capital Advisers
California
$520K +$90.7K +730 +23%
AWM
803
Altium Wealth Management
New York
$515K -$40K -322 -8%
SAM
804
S.A. Mason
Michigan
$514K +$483K +3,886 New
WIM
805
Wittenberg Investment Management
Massachusetts
$504K -$32.6K -262 -6%
SFA
806
Sequoia Financial Advisors
Ohio
$499K -$40.9K -329 -8%
FBB
807
Fulton Breakefield Broenniman
Maryland
$498K +$52.2K +420 +13%
JCM
808
Jacobi Capital Management
Pennsylvania
$494K +$20.1K +162 +5%
SFO
809
Stokes Family Office
Louisiana
$494K +$464K +3,730 New
GIA
810
Guyasuta Investment Advisors
Pennsylvania
$490K
PA
811
Probity Advisors
Texas
$488K -$86.5K -696 -16%
TA
812
TFG Advisers
Michigan
$481K +$64K +515 +16%
PTP
813
Platform Technology Partners
New York
$481K +$452K +3,637 New
TP
814
Tranquility Partners
Tennessee
$477K
PGFC
815
Peapack-Gladstone Financial Corp
New Jersey
$477K +$15.7K +126 +4%
DIA
816
Davidson Investment Advisors
Montana
$475K -$148K -1,191 -25%
LS
817
Livforsakringsbolaget Skandia
Sweden
$474K -$273K -2,200 -38%
BOPW
818
Brandywine Oak Private Wealth
Pennsylvania
$474K -$55.9K -450 -11%
HFM
819
Harvest Fund Management
China
$473K -$87.2K -702 -17%
GFPC
820
Global Financial Private Capital
Florida
$467K -$12.2K -98 -3%
PA
821
Pinnacle Associates
New York
$467K
CPSC
822
Carl P. Sherr & Co
Massachusetts
$467K +$438K +3,525 New
SVWAG
823
Sound View Wealth Advisors Group
Georgia
$465K +$31.4K +253 +8%
HTC
824
Haverford Trust Company
Pennsylvania
$463K
AMCA
825
Arthur M. Cohen & Associates
Illinois
$463K +$52.8K +425 +14%