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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1376
Summit Trail Advisors
New York
$20M -$4.12M -34,233 -18%
QCG
1377
Quadrant Capital Group
Ohio
$20M +$271K +2,254 +2%
BFPW
1378
BOK Financial Private Wealth
Colorado
$20M -$140K -1,161 -0.8%
WBC
1379
West Branch Capital
Massachusetts
$19.9M -$375K -3,120 -2%
VCA
1380
Verdence Capital Advisors
Maryland
$19.9M +$878K +7,299 +5%
PWAP
1381
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$19.9M +$431K +3,587 +2%
HVM
1382
Harvest Volatility Management
Connecticut
$19.9M +$18M +150,039 New
MMPW
1383
Mitchell McLeod Pugh & Williams
Alabama
$19.9M -$110K -914 -0.6%
MPI
1384
Mairs & Power Inc
Minnesota
$19.9M +$1.08M +8,958 +6%
AAP
1385
Aristotle Atlantic Partners
Florida
$19.8M +$1.7M +14,170 +10%
LWANC
1386
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.8M +$740K +6,154 +4%
M
1387
MOTCO
Texas
$19.8M -$1.86M -15,452 -9%
BMO
1388
Beck Mack & Oliver
New York
$19.8M -$109K -905 -0.6%
HA
1389
Harbor Advisors
Florida
$19.7M – – –
TW
1390
Transform Wealth
Colorado
$19.7M -$12.3M -102,360 -41%
CAM
1391
Cozad Asset Management
Illinois
$19.7M -$1.02M -8,491 -5%
MIM
1392
Martin Investment Management
Florida
$19.7M -$340K -2,828 -2%
CCT
1393
Country Club Trust
Missouri
$19.7M -$867K -7,206 -5%
RGI
1394
River Global Investors
United Kingdom
$19.7M -$2.02M -16,830 -10%
LC
1395
Lindbrook Capital
California
$19.6M -$1.65M -13,743 -8%
DWM
1396
Darwin Wealth Management
Florida
$19.6M +$2.65M +22,011 +17%
PWSG
1397
Pacific Wealth Strategies Group
California
$19.6M -$118K -981 -0.7%
SFG
1398
SevenBridge Financial Group
Pennsylvania
$19.6M +$29.8K +248 +0.2%
KJWM
1399
Kiley Juergens Wealth Management
Washington
$19.6M -$110K -915 -0.6%
SIC
1400
Sigma Investment Counselors
Michigan
$19.6M +$9.7M +80,679 +121%
54 55
56
57 58