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Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1176
Sargent Bickham Lagudis
Colorado
$24.3M +$248K +1,639 +0.9%
RCP
1177
Rothschild Capital Partners
New York
$24.2M – – –
KC
1178
Knuff & Co
California
$24.2M -$122K -807 -0.5%
CCM
1179
Conway Capital Management
California
$24.2M +$469K +3,100 +2%
WPC
1180
Waters Parkerson & Co
Louisiana
$24.1M +$453K +2,991 +2%
TA
1181
TruWealth Advisors
Louisiana
$24.1M +$2.02M +13,356 +8%
BLAM
1182
Bourne Lent Asset Management
New York
$24M +$8.33K +55 +0%
CI
1183
Conning Inc
Connecticut
$24M +$248K +1,638 +0.9%
FHB
1184
First Hawaiian Bank
Hawaii
$23.8M -$400K -2,640 -1%
AP
1185
Americana Partners
Texas
$23.8M +$11M +72,392 +71%
B
1186
BetterWealth
California
$23.8M +$365K +2,412 +1%
TPWA
1187
TRUE Private Wealth Advisors
Oregon
$23.8M +$156K +1,030 +0.6%
CP
1188
Cumberland Partners
Ontario, Canada
$23.7M -$768K -5,069 -3%
CFA
1189
Capstone Financial Advisors
Illinois
$23.7M -$99.2K -655 -0.4%
PAG
1190
Private Advisory Group
Washington
$23.6M +$1.43M +9,464 +6%
FNFDCM
1191
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$23.6M -$192K -1,270 -0.7%
KF
1192
Krilogy Financial
Missouri
$23.6M +$233K +1,537 +0.9%
BFG
1193
Berger Financial Group
Minnesota
$23.6M -$138K -913 -0.5%
WCWM
1194
Willow Creek Wealth Management
California
$23.5M +$550K +3,635 +2%
MWA
1195
Monograph Wealth Advisors
California
$23.5M -$663K -4,377 -2%
FMWA
1196
Forvis Mazars Wealth Advisors
Missouri
$23.5M +$4.31M +28,430 +20%
PTC
1197
Private Trust Company
Ohio
$23.5M -$9.46M -62,475 -27%
WAM
1198
Wolverine Asset Management
Illinois
$23.4M +$25.9M +171,256 New
SCA
1199
Sage Capital Advisors
South Dakota
$23.3M +$19.8K +131 +0.1%
SIA
1200
Schechter Investment Advisors
Michigan
$23.3M +$462K +3,054 +2%
46 47
48
49 50