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Name Holding Trade Value Shares
Change
Change in
Stake
V
501
Veritable
Delaware
$12.9M +$238K +5,228 +2%
CCB
502
Country Club Bank
Missouri
$12.9M -$214K -4,704 -2%
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$12.8M -$64.6K -1,420 -0.5%
SIMG
504
Sonora Investment Management Group
Arizona
$12.7M +$1.49M +32,824 +14%
EWM
505
Evercore Wealth Management
New York
$12.7M -$868K -19,075 -7%
CIS
506
Connors Investor Services
Pennsylvania
$12.6M -$249K -5,475 -2%
LCAM
507
London & Capital Asset Management
United Kingdom
$12.6M +$12M +264,215 New
DLA
508
Douglas Lane & Associates
New York
$12.5M -$454K -9,968 -4%
ATC
509
Argent Trust Co
Tennessee
$12.5M -$150K -3,297 -1%
JWM
510
JGP Wealth Management
Oregon
$12.4M -$226K -4,966 -2%
RCYC
511
Richard C. Young & Co
Rhode Island
$12.4M -$199K -4,376 -2%
HCM
512
Hilton Capital Management
New York
$12.4M
ERIC
513
Eagle Rock Investment Company
Georgia
$12.4M -$7.37K -162 -0.1%
GCC
514
Guardian Capital (Canada)
Ontario, Canada
$12.3M -$4.64M -101,858 -28%
IIM
515
Intact Investment Management
Quebec, Canada
$12.3M -$655K -14,400 -5%
IUHSA
516
Itau Unibanco Holding S.A.
Brazil
$12.3M -$11.1M -243,633 -49%
BAM
517
Bell Asset Management
Australia
$12.3M +$3.04M +66,708 +35%
Lido Advisors
518
Lido Advisors
California
$12.3M +$476K +10,451 +4%
HWM
519
HB Wealth Management
Georgia
$12.3M -$199K -4,362 -2%
VAS
520
Vestmark Advisory Solutions
Massachusetts
$12.2M +$669K +14,701 +6%
BIP
521
Brandes Investment Partners
California
$12.1M -$1.65M -36,230 -12%
WCMN
522
Westchester Capital Management (Nebraska)
Nebraska
$12.1M -$86.3K -1,895 -0.7%
FA
523
FDx Advisors
Illinois
$12M -$71.4K -1,568 -0.6%
HIC
524
Harbor Island Capital
Massachusetts
$12M
JC
525
Jacobs & Co
California
$12M -$5.92K -130 -0.1%