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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Chemistry Wealth Management
New York
$25.9M -$327K -1,801 -1%
TW
1302
Trajan Wealth
Arizona
$25.9M +$27.4M +150,955 New
AHC
1303
Anderson Hoagland & Co
Missouri
$25.9M -$245K -1,346 -0.9%
OAM
1304
Ostrum Asset Management
France
$25.9M -$2.84M -15,636 -9%
SAM
1305
Smithbridge Asset Management
Pennsylvania
$25.8M -$1.29M -7,080 -4%
TAIM
1306
Te Ahumairangi Investment Management
New Zealand
$25.8M +$3.71M +20,430 +16%
B
1307
BetterWealth
California
$25.8M -$542K -2,980 -2%
SFM
1308
Signet Financial Management
New Jersey
$25.8M -$182 -1 -0%
CAAS
1309
Capital Asset Advisory Services
Michigan
$25.8M +$1.5M +8,246 +6%
MBTD
1310
Mechanics Bank - Trust Department
California
$25.8M -$103K -567 -0.4%
MNBTD
1311
Moody National Bank Trust Division
Texas
$25.8M +$162K +892 +0.6%
OFS
1312
OMC Financial Services
New York
$25.8M +$27.3M +150,178 New
SCA
1313
Sander Capital Advisors
Washington
$25.7M -$2.63M -14,473 -9%
CCB
1314
Country Club Bank
Missouri
$25.7M -$333K -1,833 -1%
SFG
1315
SNS Financial Group
Minnesota
$25.7M -$256K -1,407 -0.9%
CIC
1316
Concord Investment Counsel
California
$25.7M +$27.3M +149,879 New
HWM
1317
Hemington Wealth Management
Virginia
$25.7M +$395K +2,175 +1%
RIA
1318
Realta Investment Advisors
Delaware
$25.7M -$1.2M -6,610 -4%
CWS
1319
Confluence Wealth Services
Pennsylvania
$25.7M +$1.09M +5,975 +4%
NFGCM
1320
Norman Fields Gottscho Capital Management
New York
$25.6M -$521K -2,866 -2%
DAM
1321
Diamant Asset Management
Connecticut
$25.6M -$207K -1,140 -0.8%
BSI
1322
Bennett Selby Investments
Maine
$25.6M +$164K +901 +0.6%
KIA
1323
Knollwood Investment Advisory
Maryland
$25.5M
LCM
1324
Lazari Capital Management
California
$25.5M -$1.43M -7,889 -5%
VNA
1325
Valley National Advisers
Pennsylvania
$25.5M -$4.44M -24,408 -14%