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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1026
Level Four Advisory Services
Texas
$23.2M +$346K +2,080 +2%
TW
1027
TrinityPoint Wealth
Connecticut
$23.2M +$1M +6,020 +5%
EAM
1028
Exane Asset Management
France
$23.2M +$22.4M +134,840 New
DCM
1029
Decatur Capital Management
Georgia
$23.1M
BA
1030
Bristlecone Advisors
Washington
$23.1M +$499K +3,000 +2%
ANTB
1031
AMG National Trust Bank
Colorado
$23.1M +$346K +2,080 +2%
FBB
1032
Fulton Breakefield Broenniman
Maryland
$23.1M +$246K +1,480 +1%
CG
1033
Castellan Group
Kentucky
$23M +$9.31M +56,000 +72%
JPMIA
1034
J.P. Marvel Investment Advisors
Massachusetts
$23M +$63.2K +380 +0.3%
WWM
1035
Western Wealth Management
Colorado
$22.9M +$392K +2,360 +2%
TH
1036
TCTC Holdings
Texas
$22.9M +$1.02M +6,160 +5%
AAIM
1037
Asset Advisors Investment Management
Georgia
$22.9M +$233K +1,400 +1%
OSAM
1038
O'Shaughnessy Asset Management
Connecticut
$22.8M +$1.61M +9,700 +8%
CCM
1039
Conway Capital Management
California
$22.7M -$36.6K -220 -0.2%
LMIM
1040
Lockheed Martin Investment Management
Maryland
$22.7M -$7.16M -43,100 -25%
JAM
1041
JCIC Asset Management
Ontario, Canada
$22.6M -$43.2K -260 -0.2%
VFA
1042
Valeo Financial Advisors
Indiana
$22.5M -$140M -839,480 -87%
PWM
1043
Perigon Wealth Management
California
$22.5M +$1.8M +10,840 +9%
BP
1044
BBR Partners
New York
$22.4M -$49.9K -300 -0.2%
JWCA
1045
J.W. Cole Advisors
Florida
$22.3M +$691K +4,160 +3%
CFS
1046
CRA Financial Services
New Jersey
$22.3M +$179K +1,080 +0.8%
WTB
1047
Washington Trust Bank
Washington
$22.2M +$555K +3,340 +3%
NIM
1048
Nicollet Investment Management
Minnesota
$22.2M +$170K +1,020 +0.8%
WB
1049
Webster Bank
Connecticut
$22.2M -$701K -4,220 -3%
KA
1050
Kercheville Advisors
Texas
$22.1M +$1.29M +7,740 +6%