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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1301
Chapman Investment Management
California
$13.3M +$511K +2,960 +4%
FPCM
1302
Financial Partners Capital Management
New York
$13.3M -$72.4K -420 -0.5%
FC
1303
Ferris Capital
Massachusetts
$13.3M +$13M +75,440 +6,287%
CHC
1304
City Holding Co
West Virginia
$13.2M +$428K +2,480 +3%
LWAC
1305
Laurel Wealth Advisors (California)
California
$13.2M -$659K -3,820 -5%
SAS
1306
Stelac Advisory Services
New York
$13.1M -$1.64M -9,500 -11%
SRC
1307
Shufro Rose & Co
New York
$13.1M -$445K -2,580 -3%
CPIG
1308
Chicago Partners Investment Group
Illinois
$13.1M +$562K +3,260 +5%
FVWA
1309
Foster Victor Wealth Advisors
South Carolina
$13.1M +$1.32M +7,680 +11%
SWIG
1310
Strategic Wealth Investment Group
Kentucky
$13M +$2.81M +16,300 +26%
IWP
1311
Icon Wealth Partners
Texas
$13M +$3.07M +17,780 +29%
FC
1312
Fulcrum Capital
Washington
$13M +$649K +3,760 +5%
CBT
1313
Central Bank & Trust
Kentucky
$12.9M +$3.45K +20 +0%
AAM
1314
Autus Asset Management
Arizona
$12.9M +$41.4K +240 +0.3%
CAM
1315
Cypress Asset Management
Texas
$12.9M -$51.7K -300 -0.4%
FHC
1316
First Heartland Consultants
Missouri
$12.9M +$973K +5,640 +8%
MFG
1317
Magnus Financial Group
New York
$12.9M +$428K +2,480 +3%
MFW
1318
Meristem Family Wealth
Minnesota
$12.9M +$5.57M +32,280 +70%
BIAS
1319
Beacon Investment Advisory Services
New Jersey
$12.9M +$5.06M +29,340 +60%
TFS
1320
Thoroughbred Financial Services
Tennessee
$12.8M +$466K +2,700 +4%
AWCI
1321
Alpine Woods Capital Investors
New York
$12.8M +$3.45K +20 +0%
BHB
1322
Bank Hapoalim BM
Israel
$12.8M +$369K +2,140 +3%
IB
1323
Intrust Bank
Kansas
$12.8M +$65.5K +380 +0.5%
AC
1324
Alley Company
Illinois
$12.8M +$238K +1,380 +2%
ERWM
1325
Elk River Wealth Management
Colorado
$12.8M +$452K +2,620 +3%