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Name Holding Trade Value Shares
Change 		Change in
Stake
CSM
1601
CAMG Solamere Management
North Carolina
$772K +$94.6K +1,720 +15%
AP
1602
Atwood & Palmer
Missouri
$770K +$304K +5,520 +72%
CCP
1603
Corient Capital Partners
California
$769K -$56.1K -1,020 -7%
RCM
1604
RB Capital Management
Nevada
$768K +$218K +3,960 +43%
PFBT
1605
Parkside Financial Bank & Trust
Missouri
$767K +$15.4K +280 +2%
CCM
1606
Cohen Capital Management
California
$766K – – –
PAM
1607
Peak Asset Management
Colorado
$766K +$110K +2,000 +18%
SFA
1608
Sequoia Financial Advisors
Ohio
$765K +$122K +2,220 +20%
GCC
1609
Guardian Capital (Canada)
Ontario, Canada
$765K +$366K +6,660 +104%
PLFAM
1610
Pineno Levin & Ford Asset Management
Virginia
$762K +$718K +13,040 New
LA
1611
LVW Advisors
New York
$761K +$7.7K +140 +1%
HHGA
1612
Halbert Hargrove Global Advisors
California
$760K -$41.8K -760 -6%
CWA
1613
Cypress Wealth Advisors
California
$759K +$29.7K +540 +4%
SIM
1614
Sonora Investment Management
Arizona
$755K +$711K +12,920 New
CAW
1615
Cornerstone Advisors (Washington)
Washington
$755K -$581K -10,560 -45%
FIM
1616
Frontier Investment Management
Texas
$755K +$132K +2,400 +23%
RGC
1617
Roberts, Glore & Co
Illinois
$754K -$57.2K -1,040 -7%
SQA
1618
Simon Quick Advisors
New Jersey
$753K -$161K -2,920 -22%
NCM
1619
Noesis Capital Mangement
Florida
$752K +$36.3K +660 +5%
VWM
1620
Valley Wealth Managers
New Jersey
$751K – – –
NFG
1621
Nations Financial Group
Iowa
$751K +$63.8K +1,160 +10%
AWE
1622
Avidian Wealth Enterprises
Texas
$748K -$11K -200 -2%
MUS
1623
Mitsubishi UFJ Securities
Japan
$748K +$132K +2,400 +23%
PWM
1624
Perigon Wealth Management
California
$746K -$3.14M -57,000 -82%
MSE
1625
MUFG Securities EMEA
United Kingdom
$745K -$390K -7,080 -36%
63 64
65
66 67