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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1101
Cypress Funds
California
$33.7M -$9.46M -52,000 -21%
DLA
1102
Douglas Lane & Associates
New York
$33.6M -$1.29M -7,091 -3%
SLI
1103
Sumitomo Life Insurance
Japan
$33.6M -$7.31M -40,217 -17%
EWM
1104
Edge Wealth Management
New York
$33.6M -$103K -567 -0.3%
CB
1105
Cadence Bank
Mississippi
$33.6M +$283K +1,558 +0.8%
CIS
1106
Capital International Sarl
California
$33.5M +$6.55M +36,019 +23%
YL
1107
YCG LLC
Texas
$33.5M +$4.53M +24,926 +15%
AAS
1108
Annex Advisory Services
Wisconsin
$33.4M -$1.55M -8,531 -4%
CFP
1109
Cascade Financial Partners
California
$33.4M +$34.4M +189,141 New
CT
1110
Coastline Trust
Rhode Island
$33.3M +$2.17M +11,921 +7%
SH
1111
Spear Holdings
United Arab Emirates
$33.2M +$35.3M +193,900 New
SAM
1112
SP Asset Management
California
$33.2M +$205K +1,125 +0.6%
TYCC
1113
Texas Yale Capital Corp
Florida
$33.2M +$8.55K +47 +0%
RP
1114
Rice Partnership
Hawaii
$33.1M -$1.2M -6,621 -3%
AF
1115
Apexium Financial
Texas
$33.1M -$28M -154,040 -44%
SRC
1116
Shufro Rose & Co
New York
$33.1M +$316K +1,738 +0.9%
AWM
1117
Avitas Wealth Management
California
$33M -$580K -3,190 -2%
ANBT
1118
American National Bank & Trust
Texas
$33M +$4.33M +23,827 +14%
WPC
1119
Wedmont Private Capital
Pennsylvania
$32.9M +$214K +1,179 +0.6%
IPW
1120
Invictus Private Wealth
Colorado
$32.9M -$607K -3,337 -2%
NAMP
1121
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$32.7M -$655K -3,600 -2%
VA
1122
Valmark Advisers
Ohio
$32.6M +$2.24M +12,323 +7%
SPC
1123
Stewart & Patten Company
California
$32.5M -$503K -2,766 -1%
MME
1124
Meag Munich Ergo
Germany
$32.5M -$1.29M -7,093 -4%
WTB
1125
Washington Trust Bank
Washington
$32.4M -$219K -1,206 -0.6%