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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1076
Waldron Private Wealth
Pennsylvania
$14.5M +$293K +2,322 +2%
GM
1077
Granger Management
New York
$14.5M -$1.05M -8,274 -6%
SLI
1078
Sumitomo Life Insurance
Japan
$14.5M -$1.44M -11,415 -8%
XWM
1079
Xcel Wealth Management
Florida
$14.5M +$463K +3,665 +3%
WB
1080
Webster Bank
Connecticut
$14.5M -$1.14K -9 -0%
PIM
1081
Progressive Investment Management
Oregon
$14.5M +$66.5K +526 +0.4%
ANTB
1082
AMG National Trust Bank
Colorado
$14.4M +$715K +5,657 +5%
PMG
1083
ProVise Management Group
Florida
$14.4M -$758K -5,994 -4%
GA
1084
GFS Advisors
Texas
$14.4M
SAM
1085
SP Asset Management
California
$14.4M +$106K +840 +0.7%
PI
1086
PFS Investments
Georgia
$14.4M +$2.08M +16,489 +15%
VEPM
1087
Vista Equity Partners Management
California
$14.3M +$1.52M +12,012 +10%
IWA
1088
Icon Wealth Advisors
Texas
$14.3M +$16M +126,683 New
RIA
1089
Realta Investment Advisors
Delaware
$14.3M -$142K -1,120 -0.9%
BFC
1090
Blue Fin Capital
Rhode Island
$14.2M -$1.26K -10 -0%
BTW
1091
Boston Trust Walden
Massachusetts
$14.2M +$2.06M +16,310 +15%
HCM
1092
Harvey Capital Management
Florida
$14.1M -$2.53K -20 -0%
SAM
1093
Stansberry Asset Management
Texas
$14.1M +$740K +5,852 +5%
JHA
1094
Jackson Hill Advisors
Texas
$14.1M -$2.34M -18,500 -13%
MCM
1095
Mitchell Capital Management
Kansas
$14M +$23.3K +184 +0.1%
RCP
1096
Rothschild Capital Partners
New York
$14M
BFIM
1097
Beese Fulmer Investment Management
Ohio
$14M -$107K -847 -0.7%
FHA
1098
First Horizon Advisors
Tennessee
$13.9M -$207K -1,641 -1%
HWAM
1099
Hennion & Walsh Asset Management
New Jersey
$13.9M -$2.13M -16,864 -12%
ETC
1100
Exchange Traded Concepts
Oklahoma
$13.9M -$7.54M -59,647 -33%