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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1226
Csenge Advisory Group
Florida
$40.4M -$3.38M -14,948 -9%
QIM
1227
Quest Investment Management
Oregon
$40.3M +$7.15M +31,661 +25%
PPW
1228
Parcion Private Wealth
Washington
$40.3M +$162K +717 +0.5%
ACA
1229
Affinity Capital Advisors
California
$40.2M +$442K +1,956 +1%
BOH
1230
Bank of Hawaii
Hawaii
$40.2M -$2.07M -9,168 -5%
MCCA
1231
Mill Creek Capital Advisors
Pennsylvania
$40M +$42.2K +187 +0.1%
WAG
1232
Winthrop Advisory Group
Massachusetts
$40M +$278K +1,231 +0.8%
HR
1233
Howe & Rusling
New York
$40M +$467K +2,068 +1%
BWM
1234
Buckley Wealth Management
Nevada
$39.9M -$227K -1,007 -0.6%
MNBTD
1235
Moody National Bank Trust Division
Texas
$39.8M +$152K +675 +0.4%
MGI
1236
MayTech Global Investments
New York
$39.8M -$1.27M -5,610 -3%
WCMN
1237
Westchester Capital Management (Nebraska)
Nebraska
$39.7M -$474K -2,097 -1%
KC
1238
Knuff & Co
California
$39.7M +$2.1M +9,318 +6%
CCP
1239
Clarkston Capital Partners
Michigan
$39.7M +$57.8K +256 +0.2%
KA
1240
Kovack Advisors
Florida
$39.7M -$3.92M -17,367 -10%
TAS
1241
TIFF Advisory Services
Pennsylvania
$39.7M +$8.04M +35,589 +30%
OC
1242
Oakworth Capital
Alabama
$39.6M -$441K -1,952 -1%
SCA
1243
STALEY CAPITAL ADVISERS
Pennsylvania
$39.5M -$139K -615 -0.4%
SAM
1244
Smithbridge Asset Management
Pennsylvania
$39.5M -$593K -2,627 -2%
PJSIMP
1245
P.J. Schmidt Investment Management (PJS)
Wisconsin
$39.4M -$322K -1,426 -0.9%
BFIC
1246
Bedell Frazier Investment Counselling
California
$39.4M +$476K +2,109 +1%
AWA
1247
Arete Wealth Advisors
Illinois
$39.4M +$1.93M +8,543 +6%
KCPG
1248
Kavar Capital Partners Group
Kansas
$39.3M -$192K -852 -0.5%
Verition Fund Management
1249
Verition Fund Management
Connecticut
$39.2M +$4.41M +19,536 +15%
SPC
1250
Spirepoint Private Client
Florida
$39.2M +$2.22M +9,849 +7%