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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
601
Callan Family Office
Pennsylvania
$17.6M -$631K -3,463 -4%
STA
602
Summit Trail Advisors
New York
$17.5M +$2.43M +13,307 +19%
SWM
603
Stockman Wealth Management
Montana
$17.4M +$451K +2,475 +3%
CRWM
604
Castle Rock Wealth Management
California
$17.3M +$395K +2,165 +3%
ATPW
605
Ashton Thomas Private Wealth
Arizona
$17.3M -$1.16M -6,351 -7%
CVM
606
Cheviot Value Management
California
$17.2M -$53.1K -291 -0.3%
OIA
607
OneDigital Investment Advisors
Kansas
$17.1M +$127K +697 +0.8%
ONB
608
Old National Bancorp
Indiana
$17.1M +$2.8M +15,382 +23%
CSP
609
Cary Street Partners
Virginia
$17.1M -$209K -1,145 -1%
TWIM
610
TIAA Wealth Investment Management
New York
$17.1M +$15.1M +82,609 New
CAG
611
Crestwood Advisors Group
Massachusetts
$17.1M +$1.51M +8,268 +11%
BB
612
Bell Bank
North Dakota
$17.1M -$124K -678 -0.8%
NB
613
NBT Bank
New York
$17M +$11.7K +64 +0.1%
DWM
614
Dakota Wealth Management
Florida
$17M -$203K -1,114 -1%
CAM
615
Congress Asset Management
Massachusetts
$17M +$547K +2,999 +4%
FAB
616
First American Bank
Illinois
$16.9M +$146K +800 +1%
OA
617
Oxbow Advisors
Texas
$16.8M -$1.06M -5,811 -7%
BMCM
618
Bryn Mawr Capital Management
Pennsylvania
$16.8M -$252K -1,383 -2%
WIA
619
World Investment Advisors
California
$16.8M -$744K -4,078 -5%
AIP
620
ARS Investment Partners
New York
$16.7M +$41.4K +227 +0.3%
BEW
621
Burton Enright Welch
California
$16.7M -$370K -2,028 -2%
SCA
622
Stonebridge Capital Advisors
Minnesota
$16.7M -$4.2M -23,039 -22%
FISPB
623
Fideuram - Intesa Sanpaolo Private Banking
$16.6M -$682K -3,741 -4%
CA
624
Cullinan Associates
Kentucky
$16.6M -$4.62M -25,309 -24%
TCIIS
625
TIAA-CREF Individual & Institutional Services
New York
$16.6M +$14.6M +80,058 New
23 24
25
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