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Name Holding Trade Value Shares
Change
Change in
Stake
MSR
801
Main Street Research
Connecticut
$45.2M +$1.75M +14,567 +4%
AF
802
Alerus Financial
North Dakota
$45.1M +$1.1M +9,135 +3%
CWP
803
CFM Wealth Partners
Texas
$45.1M -$333K -2,765 -0.8%
CRC
804
Curi RMB Capital
Illinois
$44.9M -$1.17M -9,753 -3%
GAI
805
General American Investors
New York
$44.8M
BBA
806
BLB&B Advisors
Pennsylvania
$44.7M +$2.3M +19,121 +6%
MA
807
Montag & Associates
Georgia
$44.6M +$746K +6,206 +2%
AC
808
Avenir Corporation
Virginia
$44.6M -$685K -5,694 -2%
FB
809
Fulton Bank
Pennsylvania
$44.5M -$809K -6,728 -2%
FCH
810
Freestone Capital Holdings
Washington
$44.4M +$552K +4,592 +1%
GKWIM
811
Gerber Kawasaki Wealth & Investment Management
California
$44.4M -$156K -1,297 -0.4%
SWM
812
SVA Wealth Management
Wisconsin
$44.3M -$2.86M -23,780 -7%
LMIM
813
Lockheed Martin Investment Management
Maryland
$44.2M
Jones Financial Companies
814
Jones Financial Companies
Missouri
$44.1M +$337K +2,803 +0.8%
RF
815
Rollins Financial
Georgia
$44.1M +$40M +332,617 New
VHAM
816
Van Hulzen Asset Management
California
$44.1M -$7.05M -58,635 -15%
PFO
817
Pathstone Family Office
New Jersey
$44M +$9.53M +79,236 +31%
WSTAM
818
Wilbanks Smith & Thomas Asset Management
Virginia
$43.9M -$99.2K -825 -0.2%
EP
819
Edgestream Partners
New Jersey
$43.9M +$6.07M +50,476 +18%
CA
820
CapWealth Advisors
Tennessee
$43.8M -$674K -5,606 -2%
NCM
821
Narwhal Capital Management
Georgia
$43.8M -$325K -2,704 -0.8%
BFA
822
Beaumont Financial Advisors
Massachusetts
$43.7M -$4.11M -34,196 -9%
IAIM
823
International Assets Investment Management
Florida
$43.7M +$1.93M +16,014 +4%
VCM
824
Vigilant Capital Management
Maine
$43.5M -$1.71M -14,235 -4%
SEM
825
Suncoast Equity Management
Florida
$43.5M +$1.08M +8,997 +3%