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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2301
IMS Capital Management
Oregon
$12.9M -$523K -2,257 -4%
TCB
2302
Texas Capital Bancshares
Texas
$12.9M +$154K +665 +1%
WFG
2303
Wills Financial Group
Virginia
$12.9M -$2.66M -11,500 -17%
RPSA
2304
Richard P. Slaughter Associates
Texas
$12.9M +$8.08M +34,868 +151%
LI
2305
Lafayette Investments
Maryland
$12.9M -$106K -458 -0.8%
OWA
2306
Opal Wealth Advisors
New York
$12.9M -$545K -2,353 -4%
EAMA
2307
EFG Asset Management (Americas)
Florida
$12.8M -$2.27M -9,818 -15%
TIM
2308
Tortoise Investment Management
New York
$12.8M -$2.47M -10,670 -16%
TPWA
2309
Twin Peaks Wealth Advisors
California
$12.8M -$480K -2,072 -3%
QT
2310
Quantbot Technologies
New York
$12.8M +$13.4M +57,680 New
NMG
2311
New Millennium Group
Utah
$12.8M +$421K +1,816 +3%
PCMH
2312
Polymer Capital Management (HK)
Hong Kong
$12.8M +$8.62M +37,207 +182%
TCCM
2313
Timber Creek Capital Management
Massachusetts
$12.8M +$29.9K +129 +0.2%
FDW
2314
Fourth Dimension Wealth
Ohio
$12.8M +$1.67M +7,220 +14%
MEG
2315
Millstone Evans Group
Colorado
$12.8M +$171K +739 +1%
OHWP
2316
Oak Harbor Wealth Partners
North Carolina
$12.8M -$394K -1,702 -3%
NCM
2317
Northside Capital Management
Oregon
$12.7M -$121K -522 -0.9%
CA
2318
Capital Advantage
California
$12.7M – – –
DWAM
2319
Duncan Williams Asset Management
Tennessee
$12.7M -$139K -601 -1%
SAM
2320
Strategy Asset Managers
California
$12.7M -$304K -1,313 -2%
PW
2321
Potentia Wealth
California
$12.7M -$15.1K -65 -0.1%
AFAS
2322
Acorn Financial Advisory Services
Virginia
$12.7M -$3.07M -13,237 -19%
HCA
2323
Harbour Capital Advisors
Virginia
$12.7M -$1.09M -4,723 -7%
WFAG
2324
Wescott Financial Advisory Group
Pennsylvania
$12.7M -$215K -928 -2%
HFA
2325
High Falls Advisors
New York
$12.7M +$243K +1,049 +2%
91 92
93
94 95