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First American

Name Holding Trade Value Shares
Change
Change in
Stake
LI
301
LRI Investments
Florida
$169K – – –
VWM
302
Venturi Wealth Management
Texas
$162K +$128K +1,967 +315%
GIA
303
GHP Investment Advisors
Colorado
$152K +$456 +7 +0.3%
SAM
304
Shell Asset Management
Netherlands
$142K – – –
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$113K -$205K -3,151 -64%
Nomura Asset Management
306
Nomura Asset Management
Japan
$94.3K +$15K +230 +18%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$90.9K -$3.91K -60 -4%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$83.7K +$11.3K +173 +15%
BWM
309
Bullock Wealth Management
Indiana
$83.2K +$86.9K +1,333 New
PS
310
Principal Securities
Iowa
$75.4K +$6.72K +103 +9%
SS
311
Sunbelt Securities
Texas
$70.6K +$130 +2 +0.2%
GI
312
GAMMA Investing
California
$66.9K +$18.1K +277 +35%
RA
313
Ransom Advisory
Rhode Island
$62.8K – – –
ANBT
314
American National Bank & Trust
Texas
$62.4K – – –
HCM
315
Hollencrest Capital Management
California
$62.4K – – –
CTA
316
Colonial Trust Advisors
South Carolina
$58.4K – – –
DWA
317
Dougherty Wealth Advisers
Minnesota
$55.8K – – –
FHA
318
First Horizon Advisors
Tennessee
$55.5K +$9.65K +148 +20%
Jones Financial Companies
319
Jones Financial Companies
Missouri
$41.8K +$16K +245 +58%
MCM
320
MAI Capital Management
Ohio
$40.5K +$42.3K +649 New
CIAM
321
Caitong International Asset Management
Hong Kong
$40.1K +$41.9K +642 New
SOW
322
State of Wyoming
Wyoming
$37.8K +$6K +92 +18%
SSB
323
Sandy Spring Bank
Maryland
$36.8K – – –
HI
324
Harbour Investments
Wisconsin
$33K – – –
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$32.9K -$522 -8 -1%