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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
551
Cullen/Frost Bankers
Texas
$4.9M +$1.77M +8,623 +62%
AA
552
Apriem Advisors
California
$4.9M -$189K -920 -4%
NAS
553
Nicolet Advisory Services
Wisconsin
$4.89M +$381K +1,851 +10%
BOC
554
Barbara Oil Co
Illinois
$4.89M – – –
NIM
555
Needham Investment Management
New York
$4.89M – – –
KWA
556
Kingswood Wealth Advisors
California
$4.88M +$284K +1,379 +7%
OQS
557
Occudo Quantitative Strategies
Florida
$4.85M -$1.75M -8,528 -28%
PWG
558
Portside Wealth Group
Utah
$4.85M +$613K +2,981 +15%
CCM
559
Coldstream Capital Management
Washington
$4.84M +$57.4K +279 +1%
FMTC
560
Farmers & Merchants Trust Company
California
$4.81M -$726K -3,529 -14%
ATC
561
Argent Trust Co
Tennessee
$4.78M +$208K +1,013 +5%
DLCIG
562
D.L. Carlson Investment Group
New Hampshire
$4.78M +$1.02M +4,970 +29%
GIA
563
Gladstone Institutional Advisory
Florida
$4.76M +$1.07M +5,180 +31%
IWA
564
Integrity Wealth Advisors
California
$4.74M -$453K -2,201 -9%
VVP
565
Venture Visionary Partners
Ohio
$4.74M +$1.23M +5,994 +38%
ACM
566
Advisors Capital Management
New Jersey
$4.73M +$82.1K +399 +2%
VA
567
Vident Advisory
Georgia
$4.7M +$283K +1,378 +7%
PAM
568
Pegasus Asset Management
New York
$4.7M +$1.73M +8,401 +63%
UB
569
UMB Bank
Missouri
$4.67M +$514K +2,497 +13%
SCA
570
Snowden Capital Advisors
New York
$4.66M +$166K +807 +4%
HWAM
571
Hennion & Walsh Asset Management
New Jersey
$4.65M +$1.98M +9,622 +82%
CA
572
Clearstead Advisors
Ohio
$4.65M +$493K +2,398 +13%
RWM
573
Rench Wealth Management
Texas
$4.62M +$5.55K +27 +0.1%
SAM
574
Securian Asset Management
Minnesota
$4.62M -$3.13M -15,223 -42%
KWM
575
Kingsview Wealth Management
Oregon
$4.6M -$8.02K -39 -0.2%
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