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Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
601
Moloney Securities Asset Management
Missouri
$549K -$12K -315 -2%
KPCM
602
Kings Point Capital Management
New York
$549K -$5.42K -142 -1%
BBI
603
Baxter Bros Inc
Connecticut
$548K -$52K -1,362 -9%
JIR
604
James Investment Research
Ohio
$546K -$239K -6,272 -30%
WG
605
Welch Group
Alabama
$546K -$6.11K -160 -1%
OPCM
606
Osborne Partners Capital Management
California
$542K -$9.16K -240 -2%
BIAS
607
Beacon Investment Advisory Services
New Jersey
$542K +$59.5K +1,559 +12%
BIM
608
Bridgecreek Investment Management
Oklahoma
$541K +$123K +3,217 +29%
MIP
609
Marietta Investment Partners
Wisconsin
$532K -$9K -236 -2%
GIA
610
GHP Investment Advisors
Colorado
$531K -$9K -236 -2%
CCP
611
Corient Capital Partners
California
$530K +$52.7K +1,381 +11%
FIB
612
First Interstate Bank
Montana
$526K -$8.93K -234 -2%
FC
613
FCA Corp
Texas
$525K – – –
SW
614
SlateStone Wealth
Florida
$523K -$9.92K -260 -2%
CMO
615
Covenant Multifamily Offices
Texas
$522K -$337K -8,832 -39%
LFA
616
Legacy Financial Advisors
Kentucky
$521K -$3.51K -92 -0.7%
PGFC
617
Peapack-Gladstone Financial Corp
New Jersey
$519K -$948K -24,839 -64%
CAM
618
Cresset Asset Management
Illinois
$518K +$224K +5,875 +76%
DWT
619
Dorsey & Whitney Trust
South Dakota
$514K -$76.6K -2,008 -13%
ACM
620
Allred Capital Management
Texas
$511K -$7.44K -195 -1%
FIM
621
Frontier Investment Management
Texas
$509K +$193K +5,047 +60%
MWP
622
MYCIO Wealth Partners
Pennsylvania
$508K -$113K -2,960 -18%
PFPT
623
Pinnacle Financial Partners (Tennessee)
Tennessee
$506K +$17.1K +448 +3%
BB
624
Bell Bank
North Dakota
$501K -$8.47K -222 -2%
CF
625
Centaurus Financial
California
$501K +$110K +2,895 +28%
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25
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