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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
726
Montag & Associates
Georgia
$10.2M -$469K -2,901 -4%
BOTW
727
Bank of the West
California
$10.2M +$2.55M +15,766 +32%
BCM
728
Bridgeway Capital Management
Texas
$10.2M +$937K +5,800 +10%
APA
729
American Portfolios Advisors
New York
$10.2M +$412K +2,551 +4%
KLWA
730
Kelly Lawrence W & Associates
California
$10.2M +$27.8K +172 +0.3%
BCMO
731
Buckingham Capital Management (Ohio)
Ohio
$10.1M +$502K +3,107 +5%
ACG
732
Allen Capital Group
Nebraska
$10.1M +$8.35M +51,682 +380%
HPC
733
HM Payson & Co
Maine
$10.1M -$699K -4,331 -6%
FNT
734
First Nebraska Trust
Nebraska
$10.1M -$267K -1,654 -2%
SCM
735
Shelton Capital Management
Colorado
$10.1M +$2.98M +18,471 +40%
PI
736
PFS Investments
Georgia
$10.1M +$3.4M +21,049 +48%
NEI
737
Northwest & Ethical Investments
Ontario, Canada
$10.1M – – –
PL
738
Parthenon LLC
Kentucky
$10.1M -$190K -1,176 -2%
FCH
739
Freestone Capital Holdings
Washington
$10.1M +$348K +2,155 +3%
BDWM
740
Brewin Dolphin Wealth Management
Ireland
$10M +$596K +3,692 +6%
CSS
741
Cubist Systematic Strategies
Connecticut
$9.95M +$3.13M +19,398 +43%
MA
742
Mutual Advisors
Nebraska
$9.93M +$764K +4,728 +8%
VFA
743
Valeo Financial Advisors
Indiana
$9.93M +$445K +2,755 +3%
PCM
744
Palisade Capital Management
New Jersey
$9.92M -$1.98M -12,242 -16%
BAM
745
Belpointe Asset Management
Nevada
$9.92M +$5M +30,971 +94%
CIA
746
Capital Investment Advisors
Georgia
$9.89M +$454K +2,813 +5%
ATC
747
Argent Trust Co
Tennessee
$9.85M +$269K +1,664 +3%
IWC
748
Integrated Wealth Concepts
Massachusetts
$9.81M +$196K +1,214 +2%
PTB
749
Pioneer Trust Bank
Oregon
$9.79M +$296K +1,830 +3%
1SB
750
1ST Source Bank
Indiana
$9.76M +$97.7K +605 +1%
28 29
30
31 32