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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1026
Montecito Bank & Trust
California
$1.37M +$38.4K +316 +3%
MWM
1027
Marion Wealth Management
Pennsylvania
$1.37M +$53.7K +442 +4%
HWMO
1028
Heritage Wealth Management (Ohio)
Ohio
$1.37M +$1.47M +12,133 New
CCG
1029
Chatham Capital Group
Georgia
$1.36M +$486K +3,998 +51%
QCG
1030
Quadrant Capital Group
Ohio
$1.35M -$147K -1,211 -9%
NIG
1031
NFJ Investment Group
Texas
$1.35M -$17.6K -145 -1%
SWM
1032
Segment Wealth Management
Texas
$1.34M +$21.1K +174 +2%
LIM
1033
Longfellow Investment Management
Massachusetts
$1.34M +$255K +2,097 +22%
FNBOH
1034
First National Bank of Hutchinson
Kansas
$1.34M +$575K +4,732 +68%
LBC
1035
Lowe Brockenbrough & Co
Virginia
$1.34M – – –
AC
1036
Abbrea Capital
California
$1.34M -$57.1K -470 -4%
PFGIA
1037
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M +$92.2K +759 +7%
CB
1038
Community Bank
New York
$1.33M -$6.32K -52 -0.4%
TAMH
1039
Taikang Asset Management (HK)
Hong Kong
$1.32M +$1.4M +11,500 New
PL
1040
Perpetual Ltd
Australia
$1.31M -$10.1K -83 -0.7%
IWA
1041
Icon Wealth Advisors
Texas
$1.31M +$198K +1,631 +16%
VAG
1042
VisionPoint Advisory Group
Texas
$1.31M -$62.1K -511 -4%
BPC
1043
Banque Pictet & Cie
Switzerland
$1.31M +$395K +3,250 +40%
MNBTD
1044
Moody National Bank Trust Division
Texas
$1.31M +$26K +214 +2%
CWP
1045
Curated Wealth Partners
California
$1.31M +$1.39M +11,425 New
TCOO
1046
Trust Company of Oklahoma
Oklahoma
$1.3M -$14.9K -123 -1%
BSA
1047
Bull Street Advisors
Georgia
$1.3M – – –
TPI
1048
Trust Point Inc
Wisconsin
$1.29M -$58.9K -485 -4%
IAIM
1049
International Assets Investment Management
Florida
$1.28M -$161K -1,326 -11%
LTAS
1050
Linden Thomas Advisory Services
North Carolina
$1.28M +$1.36M +11,197 New
40 41
42
43 44