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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1076
SFMG Wealth Advisors
Texas
$35.6M -$265K -1,575 -0.8%
DLCIG
1077
D.L. Carlson Investment Group
New Hampshire
$35.6M +$2.19K +13 +0%
SGK
1078
Steigerwald Gordon & Koch
Virginia
$35.5M -$2.38M -14,132 -6%
EWM
1079
Endurance Wealth Management
Rhode Island
$35.5M -$6.77M -40,266 -17%
SAM
1080
SP Asset Management
California
$35.4M +$388K +2,308 +1%
HCM
1081
Hilton Capital Management
New York
$35.4M -$10.2M -60,751 -23%
STA
1082
Summit Trail Advisors
New York
$35.2M +$2.86M +17,031 +9%
DP
1083
Dundas Partners
United Kingdom
$35.2M +$5.84M +34,741 +21%
LSAG
1084
Lake Street Advisors Group
New Hampshire
$34.8M +$1.66M +9,880 +5%
BCP
1085
Blue Chip Partners
Michigan
$34.8M +$715K +4,252 +2%
CA
1086
Cornerstone Advisory
Maryland
$34.8M +$210K +1,250 +0.6%
CF
1087
Centaurus Financial
California
$34.6M -$867K -5,154 -3%
FFBTD
1088
First Financial Bank - Trust Division
Ohio
$34.5M +$755K +4,487 +2%
MWA
1089
Miller Wealth Advisors
Colorado
$34.5M +$284K +1,691 +0.9%
MCA
1090
Martin Capital Advisors
Texas
$34.4M -$109K -650 -0.3%
KA
1091
Klingman & Associates
New York
$34.3M +$2.98M +17,735 +10%
RCM
1092
RNC Capital Management
California
$34.2M -$672K -3,996 -2%
PIM
1093
Progressive Investment Management
Oregon
$34.2M -$440K -2,616 -1%
1SB
1094
1ST Source Bank
Indiana
$34.2M -$1.64M -9,744 -5%
RWA
1095
River Wealth Advisors
Pennsylvania
$34.2M +$228K +1,357 +0.7%
LW
1096
Linscomb Wealth
Texas
$34.2M +$864K +5,135 +3%
MYLI
1097
Meiji Yasuda Life Insurance
Japan
$34.1M -$2.14M -12,702 -6%
WC
1098
Woodstock Corp
Massachusetts
$34.1M -$3.89M -23,160 -11%
PIP
1099
Peachtree Investment Partners
Florida
$33.9M +$405K +2,408 +1%
NIM
1100
Nicollet Investment Management
Minnesota
$33.9M -$2.51M -14,904 -7%