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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1751
Fruth Investment Management
Texas
$826K – – –
RWM
1752
Raffa Wealth Management
District of Columbia
$821K -$5.43M -285,488 -87%
AWS
1753
Aris Wealth Services
Pennsylvania
$820K -$37.8K -1,988 -4%
WA
1754
WESPAC Advisors
California
$818K +$225K +11,816 +38%
JFA
1755
JNBA Financial Advisors
Minnesota
$814K -$83.6K -4,396 -9%
MC
1756
Miles Capital
Iowa
$809K -$156K -8,176 -16%
TCB
1757
Texas Capital Bancshares
Texas
$806K +$800K +42,056 New
IUAM
1758
Itau USA Asset Management
New York
$805K -$266K -14,000 -25%
EVC
1759
Eidelman Virant Capital
Missouri
$802K -$159K -8,372 -17%
OCM
1760
Osterweis Capital Management
California
$791K – – –
PI
1761
Pettee Investors
Connecticut
$783K – – –
AWA
1762
ARS Wealth Advisors
Florida
$757K -$71.9K -3,780 -9%
EFSCE
1763
Enterprise Financial Services Corp (EFSC)
Missouri
$751K -$27.7K -1,456 -4%
CI
1764
Cowen Inc
New York
$751K +$746K +39,200 New
MSU
1765
Maple Securities USA
New Jersey
$746K -$5.01M -263,620 -87%
DCM
1766
Donaldson Capital Management
Indiana
$745K +$9.05K +476 +1%
FHB
1767
First Hawaiian Bank
Hawaii
$737K -$107K -5,628 -13%
NYLT
1768
New York Life Trust
New York
$736K +$7.99K +420 +1%
LFG
1769
LifePlan Financial Group
Ohio
$726K – – –
VNIM
1770
Vaughan Nelson Investment Management
Texas
$725K – – –
HFM
1771
Hartford Financial Management
Connecticut
$716K +$122K +6,412 +21%
GAM
1772
Gould Asset Management
California
$705K +$79.9K +4,200 +13%
NCM
1773
Newgate Capital Management
Connecticut
$699K – – –
LG
1774
Laidlaw Group
New York
$696K – – –
HHGA
1775
Halbert Hargrove Global Advisors
California
$695K -$63.4K -3,332 -8%
69 70
71
72 73