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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2101
BOK Financial Private Wealth
Colorado
$13.6M -$1.82K -9 -0%
FVWA
2102
Foster Victor Wealth Advisors
South Carolina
$13.6M +$698K +3,455 +6%
GSB
2103
Greenfield Savings Bank
Massachusetts
$13.6M +$63.6K +315 +0.5%
TCOO
2104
Trust Company of Oklahoma
Oklahoma
$13.6M +$53.1K +263 +0.4%
KIM
2105
Kestra Investment Management
Texas
$13.6M -$8.07M -39,943 -38%
OC
2106
Optimas Capital
Hong Kong
$13.5M +$13.3M +66,000 New
SFG
2107
Seamount Financial Group
Colorado
$13.5M +$2.07M +10,257 +18%
BG
2108
Bollard Group
Massachusetts
$13.5M +$10.2M +50,347 +323%
FAN
2109
Financial Advisors Network
California
$13.5M +$742K +3,676 +6%
WIS
2110
Wright Investors Service
Connecticut
$13.5M -$1.48M -7,345 -10%
GFPC
2111
Global Financial Private Client
Florida
$13.5M -$25.9K -128 -0.2%
AWM
2112
Aprio Wealth Management
Georgia
$13.5M +$1.03M +5,094 +8%
CP
2113
Cumberland Partners
Ontario, Canada
$13.5M -$157K -779 -1%
CICC
2114
Capital Investment Counsel (Colorado)
Colorado
$13.4M -$845K -4,182 -6%
CFA
2115
CWS Financial Advisors
Michigan
$13.4M -$820K -4,061 -6%
KCM
2116
KRS Capital Management
Michigan
$13.4M -$257K -1,273 -2%
WDG
2117
Wealth Dimensions Group
Ohio
$13.4M -$84.6K -419 -0.6%
SCM
2118
Spring Capital Management
Texas
$13.4M +$166K +824 +1%
BSSFA
2119
Baron Silver Stevens Financial Advisors
Florida
$13.4M +$4.68M +23,155 +55%
BSB
2120
Bangor Savings Bank
Maine
$13.4M -$357K -1,766 -3%
UE
2121
Unisphere Establishment
Liechtenstein
$13.4M – – –
FP
2122
Financial Perspectives
Minnesota
$13.3M +$270K +1,335 +2%
DA
2123
DCM Advisors
New York
$13.3M +$964K +4,772 +8%
IF
2124
IRON Financial
Illinois
$13.3M +$38.6K +191 +0.3%
TC
2125
Tenere Capital
New York
$13.3M -$4.95M -24,515 -27%
83 84
85
86 87