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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
901
Perigon Wealth Management
California
$759K +$292K +1,606 +46%
MCC
902
Malaga Cove Capital
California
$756K +$220K +1,210 +31%
ZB
903
Zions Bancorporation
Utah
$754K +$121K +663 +15%
NDSI
904
Newman Dignan & Sheerar Inc
Rhode Island
$753K -$787K -4,324 -46%
OPA
905
Old Port Advisors
Maine
$753K +$58.6K +322 +7%
NP
906
NorthRock Partners
Minnesota
$753K +$420K +2,307 +83%
PI
907
PineBridge Investments
New York
$748K -$10.7K -59 -1%
SAM
908
Storebrand Asset Management
Norway
$747K +$176K +969 +24%
BRG
909
Bay Rivers Group
Virginia
$745K +$17.8K +98 +2%
IC
910
Intersect Capital
California
$744K -$64.8K -356 -7%
JIC
911
Johnson Investment Counsel
Ohio
$743K -$94.1K -517 -9%
NL
912
Navalign LLC
California
$743K +$17.6K +97 +2%
PIM
913
Perpetual Investment Management
Australia
$740K -$1.86M -10,200 -67%
TI
914
Telemetry Investments
New York
$740K +$346K +1,900 +61%
DCM
915
Driehaus Capital Management
Illinois
$737K -$86.8M -477,040 -99%
GC
916
Giverny Capital
Quebec, Canada
$737K +$905K +4,976 New
RWM
917
Ritholtz Wealth Management
New York
$735K -$284K -1,559 -24%
CA
918
Clearstead Advisors
Ohio
$733K -$318K -1,746 -26%
PCM
919
Parsons Capital Management
Rhode Island
$732K -$1.56M -8,550 -63%
MFW
920
Meristem Family Wealth
Minnesota
$730K +$572K +3,143 +176%
FT
921
Fiduciary Trust
Massachusetts
$718K -$372K -2,047 -30%
MWA
922
Moser Wealth Advisors
Washington
$718K +$70.2K +386 +9%
APW
923
Acima Private Wealth
Virginia
$714K – – –
CFD
924
Creative Financial Designs
Indiana
$710K +$184K +1,011 +27%
FFA
925
First Foundation Advisors
California
$705K -$267K -1,469 -24%
35 36
37
38 39