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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
801
SouthState Corp
Florida
$27.3M +$355K +5,520 +2%
AC
802
Avenir Corporation
Virginia
$27.3M +$26K +404 +0.1%
NAM
803
North American Management
Massachusetts
$27.3M -$596K -9,260 -2%
OGC
804
Oak Grove Capital
New Hampshire
$27.2M -$6.72M -104,452 -22%
WB
805
Webster Bank
Connecticut
$27.1M -$417K -6,484 -2%
AL
806
Aspiriant LLC
California
$27.1M -$1.43M -22,212 -6%
LG
807
LaFleur & Godfrey
Michigan
$27.1M -$2.33M -36,216 -9%
CA
808
Clearstead Advisors
Ohio
$27M +$162K +2,512 +0.7%
OIA
809
OneDigital Investment Advisors
Kansas
$27M -$34K -528 -0.1%
BP
810
BBR Partners
New York
$26.9M +$6.92M +107,592 +42%
PCA
811
Private Capital Advisors
Connecticut
$26.8M -$23.2K -360 -0.1%
CAM
812
Close Asset Management
United Kingdom
$26.8M -$2.57M -39,996 -10%
CCG
813
Ceeto Capital Group
Florida
$26.7M -$61.8K -960 -0.3%
FFN
814
Focus Financial Network
Minnesota
$26.6M +$1.34M +20,860 +6%
SCA
815
Stillwater Capital Advisors
Pennsylvania
$26.6M -$18.8K -292 -0.1%
HT
816
HighTower Trust
Texas
$26.6M -$520K -8,080 -2%
BFEC
817
Benjamin F. Edwards & Company
Missouri
$26.6M +$617K +9,588 +3%
CAMG
818
CWA Asset Management Group
Florida
$26.5M -$8.62M -133,916 -27%
MA
819
Mutual Advisors
Nebraska
$26.3M +$1.89M +29,416 +9%
MAM
820
Martingale Asset Management
Massachusetts
$26.3M -$13.1M -204,076 -36%
FNT
821
First Nebraska Trust
Nebraska
$26.3M -$183K -2,844 -0.8%
UAM
822
UAS Asset Management
New York
$26.3M +$7.5M +116,580 +48%
MRCM
823
M&R Capital Management
New Jersey
$26.1M -$390K -6,056 -2%
DT
824
Diversified Trust
Tennessee
$26.1M +$5.15M +80,012 +29%
EWM
825
Edge Wealth Management
New York
$26.1M -$394K -6,120 -2%
31 32
33
34 35