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Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1026
Lee, Danner & Bass
Tennessee
$22.7M +$199K +1,160 +0.9%
BDWM
1027
Brewin Dolphin Wealth Management
Ireland
$22.7M +$743K +4,340 +3%
TH
1028
TCTC Holdings
Texas
$22.7M +$51.3K +300 +0.2%
IAN
1029
Integrated Advisors Network
Texas
$22.6M +$383K +2,240 +2%
CCM
1030
Conway Capital Management
California
$22.6M +$383K +2,240 +2%
PCIA
1031
Prime Capital Investment Advisors
Kansas
$22.6M +$5.73M +33,480 +33%
OPS
1032
Orion Portfolio Solutions
Nebraska
$22.6M +$4.71M +27,500 +25%
PG
1033
Pendal Group
Australia
$22.5M +$288K +1,680 +1%
PAM
1034
Private Asset Management
California
$22.4M +$760K +4,440 +3%
GIA
1035
Gladstone Institutional Advisory
Florida
$22.4M +$489K +2,860 +2%
JPMIA
1036
J.P. Marvel Investment Advisors
Massachusetts
$22.4M +$23M +134,420 New
CSIC
1037
Clifford Swan Investment Counsel
California
$22.4M +$243K +1,420 +1%
BG
1038
BRX Global
New York
$22.4M +$2.71M +15,840 +13%
PI
1039
Pennant Investors
New Jersey
$22.3M -$4.79M -28,000 -17%
FHA
1040
First Horizon Advisors
Tennessee
$22.3M -$780K -4,560 -3%
DLCIG
1041
D.L. Carlson Investment Group
New Hampshire
$22.2M +$2.31M +13,520 +11%
CWM
1042
CMH Wealth Management
New Hampshire
$22.2M +$1.04M +6,060 +5%
VCM
1043
Viewpoint Capital Management
Washington
$22.2M +$22.7M +132,900 New
AA
1044
Ancora Advisors
Ohio
$22.1M +$1.39M +8,140 +7%
ANTB
1045
AMG National Trust Bank
Colorado
$22.1M -$712K -4,160 -3%
BA
1046
Bristlecone Advisors
Washington
$22.1M -$876K -5,120 -4%
TW
1047
TrinityPoint Wealth
Connecticut
$22.1M -$695K -4,060 -3%
KFP
1048
KMG Fiduciary Partners
Ohio
$22M +$996K +5,820 +5%
OSIA
1049
O'Shares Investment Advisers
Massachusetts
$22M -$5.65M -33,020 -20%
OA
1050
Oxbow Advisors
Texas
$22M +$739K +4,320 +3%