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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
376
Mengis Capital Management
Oregon
$678K +$6.77K +258 +1%
GI
377
Gradient Investments
Minnesota
$674K +$23.7K +903 +4%
FFA
378
Founders Financial Alliance
North Carolina
$674K +$44.6K +1,701 +7%
IC
379
Inverness Counsel
New York
$673K -$168K -6,410 -20%
TCM
380
Triumph Capital Management
Colorado
$670K +$696K +26,552 New
RWA
381
Ropes Wealth Advisors
Massachusetts
$666K – – –
NNP
382
Nachman Norwood & Parrott
South Carolina
$662K +$157 +6 +0%
RC
383
RBF Capital
California
$661K – – –
IWM
384
IHT Wealth Management
Illinois
$661K +$5.04K +192 +0.8%
MRCM
385
M&R Capital Management
New Jersey
$656K -$14.4K -550 -2%
NSIM
386
North Star Investment Management
Illinois
$656K +$1.65K +63 +0.3%
CCP
387
Corient Capital Partners
California
$655K +$269K +10,250 +71%
TNA
388
True North Advisors
Texas
$653K +$315 +12 +0%
SBH
389
Segall Bryant & Hamill
Illinois
$650K +$152K +5,794 +30%
PA
390
Parallel Advisors
California
$648K +$164K +6,239 +34%
WC
391
Woodstock Corp
Massachusetts
$645K -$10.5K -400 -2%
GD
392
Grandfield & Dodd
New York
$640K – – –
DWA
393
Douglass Winthrop Advisors
New York
$639K – – –
CIAS
394
Capital Investment Advisory Services
North Carolina
$636K -$3.91K -149 -0.6%
CC
395
Corsicana & Co
Texas
$635K +$630K +24,022 New
FFN
396
Focus Financial Network
Minnesota
$635K +$45.5K +1,734 +8%
SRC
397
Sage Rhino Capital
California
$630K +$62.9K +2,397 +11%
ST
398
Sabal Trust
Florida
$629K – – –
AIC
399
Ameritas Investment Company
Nebraska
$629K +$12.5K +475 +11%
FTDI
400
First Trust Direct Indexing
Massachusetts
$629K +$271K +10,329 +77%
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16
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