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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
601
Corient Capital Partners
California
$318K -$40.4K -1,248 -9%
CA
602
Callahan Advisors
Texas
$318K +$421K +13,034 New
FFN
603
Focus Financial Network
Minnesota
$316K -$5.14K -159 -1%
PP
604
Palladium Partners
Virginia
$315K -$36.1K -1,115 -8%
S
605
SignatureFD
Georgia
$312K -$611K -18,910 -60%
BFIM
606
Beese Fulmer Investment Management
Ohio
$312K -$2.68K -83 -0.6%
MCM
607
Mitchell Capital Management
Kansas
$310K +$26.3K +814 +7%
NCM
608
Noesis Capital Mangement
Florida
$309K -$113K -3,500 -22%
OPCM
609
Osborne Partners Capital Management
California
$309K -$17.8K -550 -4%
AAM
610
AR Asset Management
California
$308K – – –
CMO
611
Covenant Multifamily Offices
Texas
$305K -$311K -9,626 -43%
BWM
612
BigSur Wealth Management
Florida
$305K -$64.7K -2,000 -14%
BB
613
Bell Bank
North Dakota
$305K -$22.1K -682 -5%
SW
614
SkyOak Wealth
Michigan
$305K -$6.47K -200 -2%
SG
615
StoneX Group
New York
$305K +$153K +4,741 +61%
GC
616
Grimes & Company
Massachusetts
$304K -$4.72K -146 -1%
PFPT
617
Pinnacle Financial Partners (Tennessee)
Tennessee
$304K -$2.56K -79 -0.6%
MSAM
618
Moloney Securities Asset Management
Missouri
$304K +$43.2K +1,336 +12%
SDWIA
619
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$304K +$403K +12,451 New
TAM
620
Tocqueville Asset Management
New York
$303K -$364K -11,256 -48%
FIM
621
Freedom Investment Management
Connecticut
$302K +$7.63K +236 +3%
ITIM
622
Indiana Trust & Investment Management
Indiana
$300K – – –
FHB
623
First Hawaiian Bank
Hawaii
$300K +$7.18K +222 +2%
FLI
624
Family Legacy Inc
South Carolina
$299K -$2.75K -85 -0.7%
HT
625
HighTower Trust
Texas
$296K +$393K +12,145 New
23 24
25
26 27