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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
501
Talbot Financial
Washington
$15M +$1.21M +8,030 +9%
MLL
502
Moody Lynn & Lieberson
Massachusetts
$15M +$1.07M +7,052 +8%
B
503
Barings
North Carolina
$14.9M +$4.57M +30,237 +43%
FHA
504
First Horizon Advisors
Tennessee
$14.9M -$924K -6,107 -6%
ZCM
505
Ziegler Capital Management
Illinois
$14.9M -$459K -3,037 -3%
EWA
506
EP Wealth Advisors
California
$14.8M -$220K -1,457 -1%
NMIFOAC
507
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$14.8M +$5.9M +39,000 +65%
VA
508
Vident Advisory
Georgia
$14.8M -$513K -3,395 -3%
SPC
509
Stewart & Patten Company
California
$14.7M +$78.6K +520 +0.5%
HCMT
510
Highland Capital Management (Tennessee)
Tennessee
$14.7M -$282K -1,867 -2%
VVP
511
Venture Visionary Partners
Ohio
$14.6M +$955K +6,316 +7%
MCP
512
Mirador Capital Partners
California
$14.6M +$1.79M +11,842 +14%
MC
513
Moors & Cabot
Massachusetts
$14.5M +$25.6K +169 +0.2%
BBVA
514
Banco Bilbao Vizcaya Argentaria
Spain
$14.5M -$2.3M -15,205 -13%
TTWM
515
TCV Trust & Wealth Management
Virginia
$14.5M -$187K -1,236 -1%
SC
516
Savoie Capital
Illinois
$14.5M +$14.5M +95,600 +5,624%
SOAMC
517
Spirit of America Management Corp
New York
$14.4M – – –
MCM
518
Mengis Capital Management
Oregon
$14.4M +$2.03M +13,419 +16%
CRWM
519
Castle Rock Wealth Management
California
$14.4M -$400K -2,647 -3%
TSW
520
Thompson Siegel & Walmsley
Virginia
$14.4M +$54.3K +359 +0.4%
AF
521
Allworth Financial
California
$14.4M +$2.79M +18,434 +24%
HW
522
Hancock Whitney
Mississippi
$14.3M +$151K +1,000 +1%
DAS
523
Dynamic Advisor Solutions
Arizona
$14.3M +$6.17M +40,819 +75%
TCM
524
Telos Capital Management
California
$14.3M +$2.22M +14,682 +18%
WSTAM
525
Wilbanks Smith & Thomas Asset Management
Virginia
$14.2M +$141K +930 +1%
19 20
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