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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1501
Cypress Asset Management
Texas
$21M -$563K -3,094 -3%
PAMG
1502
Patton Albertson Miller Group
Tennessee
$21M +$249K +1,367 +1%
AIM
1503
Anchor Investment Management
South Carolina
$21M +$415K +2,284 +2%
SNB
1504
Security National Bank
Nebraska
$21M -$349K -1,921 -2%
SC
1505
Searle & Co
Connecticut
$21M -$164K -900 -0.7%
MAM
1506
Mark Asset Management
New York
$21M +$1.09K +6 +0%
JWCA
1507
J.W. Coons Advisors
Ohio
$20.9M +$30.4K +167 +0.1%
AG
1508
AIA Group
Hong Kong
$20.8M -$2.05M -11,289 -8%
AF
1509
Arrow Financial
New York
$20.8M -$347K -1,908 -2%
VAM
1510
Vontobel Asset Management
New York
$20.7M -$7.57M -41,614 -26%
TCBWMS
1511
Texas Capital Bank Wealth Management Services
Texas
$20.7M +$110K +607 +0.5%
SSA
1512
Sierra Summit Advisors
Nevada
$20.7M -$4.55K -25 -0%
MA
1513
MJP Associates
Connecticut
$20.7M +$7.87M +43,255 +56%
RWB
1514
RMR Wealth Builders
New Jersey
$20.7M +$1.1M +6,047 +5%
GSC
1515
Grey Street Capital
Illinois
$20.7M +$21.9M +120,525 New
CFSG
1516
Community Financial Services Group
Vermont
$20.6M +$21.9M +120,379 New
BCB
1517
Brian C. Broderick
$20.6M -$454K -2,495 -2%
CPA
1518
Cardiff Park Advisors
California
$20.6M -$398K -2,189 -2%
BWL
1519
Bogart Wealth LLC
Virginia
$20.6M +$2.3M +12,652 +12%
AIM
1520
Arcadia Investment Management
Michigan
$20.6M -$485K -2,666 -2%
RC
1521
RBF Capital
California
$20.6M – – –
BMO
1522
Beck Mack & Oliver
New York
$20.5M -$2.49M -13,689 -10%
NIG
1523
NFJ Investment Group
Texas
$20.5M +$3.22M +17,701 +17%
SFP
1524
Shepherd Financial Partners
Massachusetts
$20.5M +$389K +2,142 +2%
WTFG
1525
Wells Trecaso Financial Group
Ohio
$20.5M -$1.64K -9 -0%
59 60
61
62 63