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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1626
Venturi Wealth Management
Texas
$19.8M +$366K +2,313 +2%
NC
1627
NBW Capital
Massachusetts
$19.8M -$240K -1,520 -1%
HIP
1628
Harrell Investment Partners
Texas
$19.8M +$99.2K +628 +0.6%
PHS
1629
Pekin Hardy Strauss
Illinois
$19.7M -$150K -947 -0.8%
RCA
1630
Riverview Capital Advisers
Massachusetts
$19.7M +$17.5M +110,791 New
BMWM
1631
Brown Miller Wealth Management
Virginia
$19.7M -$712K -4,504 -4%
BO
1632
Bank OZK
Arkansas
$19.6M -$347K -2,195 -2%
EIP
1633
Ellis Investment Partners
Pennsylvania
$19.6M +$105K +663 +0.6%
IC
1634
Inscription Capital
Texas
$19.6M +$2.58M +16,331 +17%
UWM
1635
Udine Wealth Management
Florida
$19.6M +$17.4M +110,131 New
LCM
1636
Liberty Capital Management
Michigan
$19.5M -$354K -2,239 -2%
HCP
1637
Holt Capital Partners
Texas
$19.5M -$289K -1,828 -2%
SVCF
1638
Silicon Valley Community Foundation
California
$19.5M +$17.4M +109,891 New
CFSG
1639
Community Financial Services Group
Vermont
$19.5M -$69.9K -442 -0.4%
OAC
1640
OMERS Administration Corp
Ontario, Canada
$19.5M – – –
NHC
1641
Nicholas Hoffman & Company
Georgia
$19.5M -$478K -3,024 -3%
WF
1642
WoodTrust Financial
Wisconsin
$19.5M +$84.2K +533 +0.5%
SB
1643
Simmons Bank
Arkansas
$19.5M -$1.47M -9,284 -8%
BCM
1644
Breiter Capital Management
Florida
$19.5M -$67.3K -426 -0.4%
AOWM
1645
Alpha Omega Wealth Management
Virginia
$19.4M -$236K -1,494 -1%
GAM
1646
Grandview Asset Management
Pennsylvania
$19.4M +$17.3M +109,283 New
PG
1647
Patten Group
Tennessee
$19.4M +$20.5K +130 +0.1%
SAM
1648
Synergy Asset Management
Washington
$19.4M -$20.4M -129,282 -54%
WE
1649
Wealth Effects
Massachusetts
$19.3M +$17.2M +108,931 New
AIM
1650
Anchor Investment Management
South Carolina
$19.3M +$163K +1,033 +1%
64 65
66
67 68