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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Executive Wealth Management
Michigan
$19.5M -$2.61M -33,672 -14%
TTWM
1102
TCV Trust & Wealth Management
Virginia
$19.5M -$1.19M -15,412 -7%
TNA
1103
True North Advisors
Texas
$19.4M -$1.81M -23,340 -10%
OA
1104
Oxbow Advisors
Texas
$19.4M -$166K -2,144 -1%
MHS
1105
M Holdings Securities
Oregon
$19.4M -$43.6M -562,596 -73%
SCM
1106
Soros Capital Management
New York
$19.3M +$8.09M +104,400 +97%
EFS
1107
Essex Financial Services
Connecticut
$19.3M -$2.1M -27,052 -11%
WCMN
1108
Westchester Capital Management (Nebraska)
Nebraska
$19.3M -$504K -6,508 -3%
MCM
1109
Mitchell Capital Management
Kansas
$19.3M +$284K +3,668 +2%
EWM
1110
Elite Wealth Management
Washington
$19.3M +$71.9K +928 +0.4%
EDRH
1111
Edmond de Rothschild Holding
Switzerland
$19.3M -$43.7K -564 -0.3%
SGI
1112
Summit Global Investments
Utah
$19.3M +$16M +205,892 +3,847%
SHGA
1113
Sand Hill Global Advisors
California
$19.2M -$1.11M -14,296 -6%
AF
1114
Arrow Financial
New York
$19.2M -$2.61M -33,724 -14%
AAIM
1115
American Assets Investment Management
California
$19.2M – – –
JFA
1116
Johanson Financial Advisors
California
$19.1M -$1.29M -16,592 -7%
BO
1117
BRR OpCo
Ohio
$19.1M -$186K -2,400 -1%
GSWM
1118
Golden State Wealth Management
California
$19.1M +$7.8M +100,668 +92%
CCM
1119
Condor Capital Management
New Jersey
$19M +$439K +5,664 +3%
CCA
1120
Checchi Capital Advisers
California
$19M +$478K +6,172 +3%
CT
1121
Chicago Trust
Illinois
$19M -$2.38M -30,652 -13%
PAM
1122
Peak Asset Management
Colorado
$19M -$1M -12,908 -6%
MBTD
1123
Mechanics Bank - Trust Department
California
$18.9M -$291K -3,752 -2%
VWA
1124
Visionary Wealth Advisors
Illinois
$18.9M +$590K +7,616 +4%
SDJVC
1125
St. Denis J. Villere & Co
Louisiana
$18.9M -$360K -4,640 -2%
43 44
45
46 47