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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1101
Peak Asset Management
Colorado
$14M -$499K -6,788 -3%
WEC
1102
Winslow Evans & Crocker
Massachusetts
$14M -$132K -1,800 -0.8%
LSPW
1103
Lake Street Private Wealth
Illinois
$14M +$82.1K +1,116 +0.5%
BWM
1104
Brickley Wealth Management
California
$14M +$7.65K +104 +0%
CFGS
1105
Concourse Financial Group Securities
Alabama
$14M +$16.2M +219,672 New
GI
1106
GAMCO Investors
Connecticut
$14M +$2M +27,236 +14%
CGL
1107
Clarius Group LLC
Washington
$13.9M +$1.24M +16,856 +8%
NIM
1108
Nicollet Investment Management
Minnesota
$13.9M -$303K -4,120 -2%
AF
1109
Allworth Financial
California
$13.9M +$3.43M +46,620 +27%
BIC
1110
Beach Investment Counsel
Pennsylvania
$13.9M -$16.6M -226,200 -51%
PC
1111
Pecaut & Co
Iowa
$13.9M -$371K -5,048 -2%
IFG
1112
Independent Financial Group
California
$13.9M +$16.1M +218,840 New
CWS
1113
Cypress Wealth Services
California
$13.9M +$489K +6,648 +3%
PFS
1114
Physicians Financial Services
North Carolina
$13.9M -$404K -5,488 -2%
WCMN
1115
Westchester Capital Management (Nebraska)
Nebraska
$13.9M -$555K -7,552 -3%
TW
1116
TrinityPoint Wealth
Connecticut
$13.8M -$1.26M -17,116 -7%
RWA
1117
Ropes Wealth Advisors
Massachusetts
$13.8M -$458K -6,224 -3%
ST
1118
Smithfield Trust
Pennsylvania
$13.8M -$207K -2,816 -1%
MAM
1119
Mark Asset Management
New York
$13.7M -$2.38M -32,332 -13%
WP
1120
Woodline Partners
California
$13.7M +$15.9M +216,108 New
RP
1121
Rice Partnership
Hawaii
$13.7M -$387K -5,264 -2%
PCM
1122
Princeton Capital Management
New Jersey
$13.7M +$213K +2,896 +2%
OA
1123
Oxbow Advisors
Texas
$13.7M -$498K -6,772 -3%
ECM
1124
EagleClaw Capital Management
Massachusetts
$13.6M -$1.22M -16,620 -7%
FIB
1125
First Interstate Bank
Montana
$13.6M -$1.07M -14,488 -6%
43 44
45
46 47