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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1001
Nearwater Capital Markets
Ireland
$57.8M +$54.4M +231,000 New
GI
1002
GAMMA Investing
California
$57.8M +$7.19M +30,508 +15%
DWT
1003
Dorsey & Whitney Trust
South Dakota
$57.7M +$4.18M +17,755 +8%
UFM
1004
Ursa Fund Management
California
$57.6M +$54.2M +229,900 New
FHA
1005
Flagship Harbor Advisors
Massachusetts
$57.6M +$197K +837 +0.4%
TCM
1006
Telos Capital Management
California
$57M -$1.4M -5,943 -3%
MBTD
1007
Mechanics Bank - Trust Department
California
$56.9M -$10.3M -43,778 -16%
FMC
1008
First Merchants Corp
Indiana
$56.8M -$1.7M -7,213 -3%
FCP
1009
Fidelis Capital Partners
Florida
$56.8M +$6.75M +28,643 +13%
FG
1010
Fiduciary Group
Georgia
$56.7M +$921K +3,909 +2%
FA
1011
Fiduciary Alliance
South Carolina
$56.6M +$7.71M +32,724 +17%
PWMAG
1012
Pinnacle Wealth Management Advisory Group
New Jersey
$56.6M -$473K -2,008 -0.9%
NAAA
1013
New Age Alpha Advisors
New York
$56.6M +$53.2M +225,732 +214,983%
VCM
1014
Vision Capital Management
Oregon
$56.5M -$560K -2,375 -1%
KF
1015
Krilogy Financial
Missouri
$56.2M -$1.67M -7,067 -3%
HTIM
1016
Harbour Trust & Investment Management
Indiana
$55.9M -$543K -2,303 -1%
SWA
1017
SFMG Wealth Advisors
Texas
$55.9M +$191K +809 +0.4%
MSA
1018
MUFG Securities Americas
New York
$55.9M +$52.6M +223,134 New
CM
1019
Churchill Management
California
$55.8M +$478K +2,028 +0.9%
ST
1020
Spinnaker Trust
Maine
$55.7M +$920K +3,905 +2%
JWM
1021
JGP Wealth Management
Oregon
$55.4M +$336K +1,424 +0.6%
LG
1022
LaFleur & Godfrey
Michigan
$55.4M -$1.73M -7,340 -3%
ET
1023
Equitable Trust
Tennessee
$55.3M +$497K +2,109 +1%
BP
1024
BBR Partners
New York
$55.3M +$6.11M +25,942 +13%
CAM
1025
Columbia Asset Management
Michigan
$55.3M -$1.5M -6,365 -3%