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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1101
Makena Capital Management
California
$20.2M +$1.07M +6,940 +6%
PP
1102
Palladium Partners
Virginia
$20.2M +$1.53M +9,920 +9%
FCIM
1103
Fairview Capital Investment Management
California
$20.1M +$8.01M +51,840 +72%
FM
1104
Freemont Management
Switzerland
$20.1M +$19M +123,140 New
NIM
1105
Nicollet Investment Management
Minnesota
$20M -$547K -3,540 -3%
JFGIW
1106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20M -$155K -1,000 -0.8%
DAS
1107
Dynamic Advisor Solutions
Arizona
$19.9M +$603K +3,900 +3%
HWM
1108
HB Wealth Management
Georgia
$19.9M +$4.37M +28,280 +30%
LB
1109
Leo Brokerage
Texas
$19.9M +$18.9M +122,160 New
CC
1110
Cadinha & Co
Hawaii
$19.9M +$1.41M +9,120 +8%
CCM
1111
Coerente Capital Management
Ontario, Canada
$19.9M +$408K +2,640 +2%
AUB
1112
Atlantic Union Bankshares
Virginia
$19.8M +$1.91M +12,340 +11%
EFS
1113
Essex Financial Services
Connecticut
$19.8M +$269K +1,740 +1%
EWM
1114
Empirical Wealth Management
Washington
$19.8M +$2.95M +19,120 +19%
FAIM
1115
Financial Advocates Investment Management
Washington
$19.8M -$52.5K -340 -0.3%
GC
1116
Grimes & Company
Massachusetts
$19.8M +$1.02M +6,600 +6%
CT
1117
Coastline Trust
Rhode Island
$19.7M +$294K +1,900 +2%
WA
1118
Winfield Associates
Ohio
$19.7M -$553K -3,580 -3%
EWM
1119
Elite Wealth Management
Washington
$19.7M -$590K -3,820 -3%
NRS
1120
Neville Rodie & Shaw
New York
$19.7M -$155K -1,000 -0.8%
CA
1121
Cornerstone Advisory
Maryland
$19.6M +$1.91M +12,380 +11%
TCM
1122
Trybe Capital Management
Connecticut
$19.6M
TC
1123
Telemus Capital
Michigan
$19.6M +$695K +4,500 +4%
PIMJS
1124
PKO Investment Management Joint-Stock
Poland
$19.6M -$7.73M -50,000 -29%
PNC
1125
Park National Corp
Ohio
$19.5M +$553K +3,580 +3%