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Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
651
B. Riley Wealth Advisors
Florida
$42.1M -$718K -9,268 -2%
CF
652
Cypress Funds
California
$42.1M +$3.72M +48,000 +12%
KWM
653
Kingsview Wealth Management
Oregon
$42M +$1.21M +15,556 +3%
PMAM
654
Picton Mahoney Asset Management
Ontario, Canada
$41.9M -$1.12M -14,400 -3%
LDB
655
Lee, Danner & Bass
Tennessee
$41.8M -$848K -10,940 -2%
AFG
656
Albion Financial Group
Utah
$41.5M +$100K +1,296 +0.3%
PTC
657
Philadelphia Trust Company
Pennsylvania
$41.2M +$5.77M +74,396 +20%
TU
658
TDAM USA
Ontario, Canada
$40.9M -$4.25M -54,872 -11%
HAG
659
HighPoint Advisor Group
Illinois
$40.9M -$316K -4,080 -0.9%
PNAA
660
Pictet North America Advisors
Switzerland
$40.8M -$5.95M -76,836 -15%
CCI
661
Columbus Circle Investors
$40.8M +$837K +10,800 +2%
FMW
662
Farr Miller & Washington
District of Columbia
$40.7M +$49K +632 +0.1%
CDH
663
Charles D. Hyman
$40.7M +$4.33M +55,924 +14%
CC
664
Courier Capital
New York
$40.5M -$604K -7,800 -2%
FWM
665
Frontier Wealth Management
Missouri
$40.4M -$3.8M -49,064 -10%
VFA
666
Valeo Financial Advisors
Indiana
$40.2M -$271K -3,500 -0.8%
NP
667
NorthRock Partners
Minnesota
$40.2M -$457K -5,896 -1%
MC
668
Middleton & Co
Massachusetts
$40.1M -$967K -12,480 -3%
TA
669
TRB Advisors
New York
$40.1M +$15.5M +200,000 +83%
CB
670
Community Bank
New York
$40M +$2.97M +38,324 +10%
HJGA
671
Hardman Johnston Global Advisors
Connecticut
$39.9M -$420K -5,420 -1%
DA
672
Dillon & Associates
Michigan
$39.9M -$444K -5,732 -1%
CRC
673
Curi RMB Capital
Illinois
$39.9M -$2M -25,832 -6%
CICI
674
Capital Investment Counsel Inc
North Carolina
$39.8M -$16.8M -217,060 -33%
RIL
675
Rothschild Investment LLC
Illinois
$39.7M -$1.12M -14,440 -3%
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