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Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1501
First Western Trust Bank
Colorado
$33.8M -$568K -1,986 -2%
GI
1502
GAMCO Investors
Connecticut
$33.8M -$1.15M -4,031 -3%
BMO
1503
Beck Mack & Oliver
New York
$33.7M -$15.7K -55 -0%
WSC
1504
Wellington Shields & Co
New York
$33.6M +$1.98M +6,917 +6%
ZAM
1505
Zevin Asset Management
Massachusetts
$33.6M -$2.1M -7,326 -6%
LCGC
1506
Legacy Capital Group California
California
$33.6M -$112K -391 -0.3%
XF
1507
XML Financial
Maryland
$33.6M +$239K +835 +0.7%
JSC
1508
Jackson Square Capital
California
$33.5M -$262K -916 -0.8%
GKIM
1509
GW&K Investment Management
Massachusetts
$33.5M -$403K -1,408 -1%
MIG
1510
McGuire Investment Group
Rhode Island
$33.4M -$295K -1,031 -0.9%
HIC
1511
Holderness Investments Company
North Carolina
$33.3M -$43.8K -153 -0.1%
SFG
1512
SevenBridge Financial Group
Pennsylvania
$33.3M -$700K -2,446 -2%
FWM
1513
Focused Wealth Management
New York
$33.2M +$240K +839 +0.7%
CWM
1514
Concentrum Wealth Management
California
$33.2M +$532K +1,859 +2%
B
1515
Bellecapital
Switzerland
$33.2M +$615K +2,149 +2%
WCA
1516
Westover Capital Advisors
Delaware
$33.2M +$353K +1,235 +1%
BKA
1517
Brick & Kyle Associates
Pennsylvania
$33.1M – – –
IFWM
1518
Institute for Wealth Management
Colorado
$33.1M -$1.38M -4,833 -4%
LW
1519
Linscomb Wealth
Texas
$33.1M -$4.69M -16,413 -13%
CA
1520
Cornerstone Advisory
Maryland
$33.1M +$64.6K +226 +0.2%
NHT
1521
New Hampshire Trust
New Hampshire
$33.1M -$1.43K -5 -0%
SB
1522
Strategic Blueprint
Georgia
$33M -$1.62M -5,671 -5%
FAM
1523
Fulcrum Asset Management
United Kingdom
$33M +$33.5M +117,131 New
IBOK
1524
Independence Bank of Kentucky
Kentucky
$33M -$598K -2,091 -2%
SOS
1525
Silver Oak Securities
Tennessee
$33M +$430K +1,504 +1%
59 60
61
62 63