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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1451
Sigma Investment Counselors
Michigan
$25.3M +$1.44M +7,123 +6%
HP
1452
Hound Partners
New York
$25.2M +$24.8M +123,000 New
TAP
1453
Tounjian Advisory Partners
Florida
$25.2M -$428K -2,120 -2%
XF
1454
XML Financial
Maryland
$25.2M -$1.45M -7,159 -6%
NAM
1455
NTV Asset Management
West Virginia
$25.2M -$964K -4,773 -4%
AIM
1456
Adapt Investment Managers
Switzerland
$25.2M -$27.1M -134,092 -52%
CNBTD
1457
Citizens National Bank Trust Department
Mississippi
$25.2M -$137K -678 -0.5%
HIC
1458
Holderness Investments Company
North Carolina
$25.2M -$203K -1,007 -0.8%
GKIM
1459
GW&K Investment Management
Massachusetts
$25.1M +$29.1K +144 +0.1%
WSCM
1460
Wellington Shields Capital Management
New York
$25.1M -$1.35M -6,692 -5%
HCM
1461
Hilton Capital Management
New York
$25.1M -$1.02M -5,064 -4%
RIA
1462
RPG Investment Advisory
California
$25.1M -$24.9M -123,267 -50%
PCH
1463
PGIM Custom Harvest
New Jersey
$25.1M -$277K -1,370 -1%
CP
1464
CenterBook Partners
Connecticut
$25M +$4.52M +22,375 +22%
TWM
1465
Tradition Wealth Management
Minnesota
$25M -$334K -1,655 -1%
OFS
1466
OMC Financial Services
New York
$25M -$1.18M -5,866 -5%
IWA
1467
Icon Wealth Advisors
Texas
$25M +$1.56M +7,702 +7%
NFGCM
1468
Norman Fields Gottscho Capital Management
New York
$25M -$594K -2,939 -2%
WC
1469
Westerkirk Capital
$25M +$24.6M +121,791 New
SF
1470
Seek First
California
$25M +$885K +4,383 +4%
SLWA
1471
San Luis Wealth Advisors
California
$25M -$1.01M -5,021 -4%
PP
1472
PDS Planning
Ohio
$24.9M +$2.8M +13,850 +13%
PA
1473
Perennial Advisors
New York
$24.9M -$550K -2,725 -2%
MWM
1474
Marietta Wealth Management
Georgia
$24.9M +$397K +1,965 +2%
GWSG
1475
GPS Wealth Strategies Group
Colorado
$24.8M -$715K -3,539 -3%