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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1726
First Command Financial Services
Texas
$1.6M +$139K +504 +11%
TIM
1727
Tortoise Investment Management
New York
$1.6M -$15.7K -57 -1%
LFF
1728
Level Four Financial
Texas
$1.6M -$264K -959 -15%
TCB
1729
Texas Capital Bancshares
Texas
$1.6M +$593K +2,152 +69%
SBF
1730
Sara-Bay Financial
Florida
$1.6M -$101K -365 -7%
JCM
1731
Jacobi Capital Management
Pennsylvania
$1.6M -$384K -1,393 -21%
PSB
1732
Piscataqua Savings Bank
New Hampshire
$1.6M +$1.44M +5,228 New
TA
1733
TrueWealth Advisors
Alabama
$1.59M +$105K +382 +8%
SWA
1734
SFMG Wealth Advisors
Texas
$1.59M -$242K -878 -14%
TNB
1735
Thomasville National Bank
Georgia
$1.59M +$62.8K +228 +3%
FPWM
1736
FSB Premier Wealth Management
Iowa
$1.58M -$25.4K -92 -2%
BG
1737
Bollard Group
Massachusetts
$1.58M +$2.48K +9 +0.2%
IP
1738
Investment Partners
Ohio
$1.57M +$69.5K +252 +5%
FNFDCM
1739
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.57M – – –
SHGA
1740
Sand Hill Global Advisors
California
$1.57M +$6.89K +25 +0.5%
CI
1741
Cavalier Investments
Georgia
$1.57M +$246K +892 +21%
TWM
1742
Titus Wealth Management
California
$1.57M +$119K +430 +9%
CFA
1743
CWS Financial Advisors
Michigan
$1.56M +$536K +1,944 +62%
BMCM
1744
Bryn Mawr Capital Management
Pennsylvania
$1.56M +$13K +47 +0.9%
CB
1745
Cadence Bank
Mississippi
$1.55M -$2.46M -8,941 -64%
PMFA
1746
Plante Moran Financial Advisors
Michigan
$1.55M +$328K +1,191 +31%
OAJ
1747
Ogorek Anthony Joseph
New York
$1.55M +$1.4M +5,069 New
QPWM
1748
Quadrant Private Wealth Management
Pennsylvania
$1.55M -$100K -364 -7%
AA
1749
Argent Advisors
Louisiana
$1.54M -$510K -1,852 -27%
DWM
1750
Destination Wealth Management
California
$1.54M -$139K -506 -9%
68 69
70
71 72