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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1501
Magnus Financial Group
New York
$28.3M +$264K +1,182 +1%
SCM
1502
Stevens Capital Management
Pennsylvania
$28.2M +$25.8M +115,330 +1,959%
CPA
1503
Cardiff Park Advisors
California
$28.2M +$346K +1,551 +1%
LF
1504
Lee Financial
Texas
$28.2M +$10.1M +45,217 +60%
RCM
1505
RNC Capital Management
California
$28.2M – – –
PAM
1506
Peak Asset Management
Colorado
$28.2M -$1.42M -6,359 -5%
CFD
1507
Creative Financial Designs
Indiana
$28.2M +$698K +3,125 +3%
CFGS
1508
Concourse Financial Group Securities
Alabama
$28.2M -$841K -3,765 -3%
RDWM
1509
Red Door Wealth Management
Tennessee
$28.2M +$1.73M +7,746 +7%
MCA
1510
Maryland Capital Advisors
Maryland
$28.1M -$1M -4,500 -4%
TAIM
1511
Te Ahumairangi Investment Management
New Zealand
$28M +$454K +2,033 +2%
GI
1512
GAMCO Investors
Connecticut
$28M -$789K -3,534 -3%
MCC
1513
Money Concepts Capital
Florida
$28M -$637K -2,851 -2%
CI
1514
Conning Inc
Connecticut
$28M -$259K -1,160 -1%
SNB
1515
Security National Bank
Nebraska
$28M -$157K -705 -0.6%
MSFS
1516
Main Street Financial Solutions
Pennsylvania
$28M -$2.82M -12,650 -10%
RC
1517
RBF Capital
California
$28M – – –
VV
1518
Verity & Verity
South Carolina
$28M +$271K +1,213 +1%
TCBWMS
1519
Texas Capital Bank Wealth Management Services
Texas
$27.9M -$1.82M -8,151 -6%
AIM
1520
Arcadia Investment Management
Michigan
$27.9M +$301K +1,350 +1%
GKIM
1521
GW&K Investment Management
Massachusetts
$27.9M +$23.9M +106,998 +837%
VNA
1522
Valley National Advisers
Pennsylvania
$27.8M -$5.46M -24,431 -17%
CFSG
1523
Community Financial Services Group
Vermont
$27.8M -$421K -1,883 -2%
BP
1524
Broadleaf Partners
Ohio
$27.8M -$97.1K -435 -0.4%
QPW
1525
Quantum Private Wealth
Florida
$27.7M -$670K -3,001 -2%
59 60
61
62 63