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Name Holding Trade Value Shares
Change
Change in
Stake
NPT
1076
Nixon Peabody Trust
Massachusetts
$43.3M -$2.12M -9,267 -5%
BC
1077
Burney Company
Virginia
$43.3M +$11.1M +48,526 +35%
BP
1078
Ballentine Partners
Massachusetts
$43.2M -$1.14M -4,978 -3%
SWC
1079
Square Wave Capital
New York
$43.1M +$42.7M +186,700 New
BFIM
1080
Beese Fulmer Investment Management
Ohio
$42.9M +$916K +4,003 +2%
RFA
1081
Rollins Financial Advisors
New York
$42.8M -$559K -2,444 -1%
TA
1082
TruWealth Advisors
Louisiana
$42.8M +$437K +1,908 +1%
AC
1083
Avestar Capital
New York
$42.5M -$599K -2,616 -1%
OHIF
1084
Oriental Harbor Investment Fund
Hong Kong
$42.4M +$992K +4,335 +2%
ZBNA
1085
Zions Bancorporation, National Association
Utah
$42.3M -$108K -474 -0.3%
JIC
1086
Joel Isaacson & Co
New York
$42.2M -$234K -1,024 -0.6%
NFT
1087
Nan Fung Trinity
Hong Kong
$42.2M +$5.74M +25,100 +16%
FAT
1088
First American Trust
California
$42.1M +$832K +3,636 +2%
AIP
1089
ARS Investment Partners
New York
$42.1M +$1.21M +5,287 +3%
DT
1090
DV Trading
Illinois
$42M +$41.7M +182,105 New
CSIC
1091
Clifford Swan Investment Counsel
California
$42M +$332K +1,451 +0.8%
ATI
1092
Act Two Investors
California
$41.9M -$1.4M -6,122 -3%
MGIA
1093
Moneta Group Investment Advisors
Missouri
$41.8M +$128K +560 +0.3%
EPIMS
1094
Evelyn Partners Investment Management Services
$41.7M +$280K +1,222 +0.7%
CPSAC
1095
Chas P. Smith & Associates (CPS)
Florida
$41.7M +$16.9M +73,939 +69%
EIA
1096
Edgemoor Investment Advisors
Maryland
$41.6M -$333K -1,456 -0.8%
KFP
1097
KMG Fiduciary Partners
Ohio
$41.6M -$386K -1,686 -0.9%
AP
1098
Appleton Partners
Massachusetts
$41.5M -$210K -918 -0.5%
FPAS
1099
Focus Partners Advisor Solutions
Missouri
$41.5M -$900K -3,933 -2%
IAIM
1100
International Assets Investment Management
Florida
$41.5M -$4.62M -20,180 -10%