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Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
801
Cullen/Frost Bankers
Texas
$562K – – –
HCM
802
Horan Capital Management
Maryland
$554K -$527K -3,252 -50%
CA
803
Cullinan Associates
Kentucky
$553K – – –
RMAM
804
Raab & Moskowitz Asset Management
New Jersey
$551K -$25.9K -160 -5%
SGAM
805
Steinberg Global Asset Management
Florida
$551K – – –
SCA
806
Snowden Capital Advisors
New York
$543K +$95.6K +590 +23%
TA
807
Tiedemann Advisors
New York
$541K -$17.7K -109 -3%
SAM
808
Silvercrest Asset Management
New York
$540K -$115K -707 -18%
CWM
809
Circle Wealth Management
New Jersey
$538K +$122K +755 +32%
OA
810
Outfitter Advisors
Virginia
$527K +$494K +3,050 New
ACP
811
Arcus Capital Partners
Georgia
$522K -$218K -1,344 -31%
TI
812
Turner Investments
Pennsylvania
$522K +$446K +2,750 +1,019%
WSTAM
813
Wilbanks Smith & Thomas Asset Management
Virginia
$518K -$32.1K -198 -6%
KB
814
Kimelman & Baird
New York
$518K – – –
BSG
815
Black Swift Group
Colorado
$518K +$211K +1,300 +76%
TAM
816
Tyers Asset Management
Texas
$517K +$485K +2,992 New
WJA
817
Williams Jones & Associates
New York
$513K +$127K +785 +36%
SFG
818
SevenBridge Financial Group
Pennsylvania
$501K +$32.4K +200 +7%
VWM
819
Venturi Wealth Management
Texas
$495K -$13.3K -82 -3%
BWP
820
Baldwin Wealth Partners
Massachusetts
$488K – – –
CCM
821
Coldstream Capital Management
Washington
$487K +$130K +802 +40%
CFD
822
Creative Financial Designs
Indiana
$486K – – –
CSA
823
Cottage Street Advisors
Massachusetts
$484K – – –
PFPT
824
Pinnacle Financial Partners (Tennessee)
Tennessee
$481K -$363K -2,240 -45%
IWA
825
Intercontinental Wealth Advisors
Texas
$480K +$37.3K +230 +9%
31 32
33
34 35