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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
1851
Trust Company of the South
North Carolina
$19M -$936K -4,039 -5%
JF
1852
JSF Financial
California
$19M -$124K -537 -0.6%
CA
1853
Crane Advisory
California
$18.9M +$3.47M +14,957 +19%
RZH
1854
Relyea Zuckerberg Hanson
Connecticut
$18.9M -$486K -2,098 -2%
LT
1855
Legacy Trust
Michigan
$18.9M -$97.1K -419 -0.5%
MCM
1856
MV Capital Management
Maryland
$18.9M -$757K -3,267 -4%
CI
1857
Carroll Investors
South Carolina
$18.9M -$409K -1,765 -2%
RIA
1858
Realta Investment Advisors
Delaware
$18.8M -$1.19M -5,125 -6%
DDC
1859
DF Dent & Co
Maryland
$18.8M -$2.04M -8,825 -9%
HIC
1860
Harbor Island Capital
Massachusetts
$18.8M -$2.96M -12,770 -13%
BL
1861
BFSG LLC
California
$18.8M -$2.02M -8,733 -9%
IPW
1862
Inlet Private Wealth
Florida
$18.7M -$197K -850 -1%
SP
1863
Stonebrook Private
Michigan
$18.7M +$306K +1,322 +2%
JG
1864
Jain Global
New York
$18.7M +$19.5M +84,138 New
FCMC
1865
Founders Capital Management (Connecticut)
Connecticut
$18.7M +$417K +1,802 +2%
LNWTC
1866
Laird Norton Wetherby Trust Company
Washington
$18.7M -$4.32M -18,652 -18%
CCMINC
1867
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18.6M -$50.5K -218 -0.3%
DE
1868
Diversified Enterprises
Delaware
$18.6M +$4.12M +17,764 +27%
WIM
1869
Westside Investment Management
California
$18.5M -$857K -3,700 -4%
UHC
1870
Union Heritage Capital
Michigan
$18.5M – – –
AW
1871
Atlas Wealth
Ohio
$18.5M -$598K -2,581 -3%
PAM
1872
Pegasus Asset Management
New York
$18.4M -$411K -1,772 -2%
PMFA
1873
Plante Moran Financial Advisors
Michigan
$18.4M -$2.9M -12,538 -13%
FIB
1874
First Interstate Bank
Montana
$18.4M -$982K -4,237 -5%
OFP
1875
OFC Financial Planning
New Jersey
$18.4M -$86.6K -374 -0.4%
73 74
75
76 77