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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
776
SlateStone Wealth
Florida
$5.18M +$3.25M +54,025 +177%
AG
777
AlTi Global
New York
$5.17M +$3.8M +63,340 +310%
JFG
778
Jefferies Financial Group
New York
$5.17M -$711K -11,843 -12%
NAS
779
Nicolet Advisory Services
Wisconsin
$5.15M +$141K +2,349 +3%
RP
780
Rice Partnership
Hawaii
$5.14M +$966K +16,074 +24%
AF
781
Ally Financial
Michigan
$5.14M +$1.62M +27,000 +47%
RIA
782
Regal Investment Advisors
Michigan
$5.13M +$49.7K +827 +1%
SCA
783
Snowden Capital Advisors
New York
$5.12M +$1.25M +20,770 +33%
JWCA
784
J.W. Cole Advisors
Florida
$5.09M -$31.2K -519 -0.6%
BCCM
785
Bridge Creek Capital Management
Massachusetts
$5.08M +$83.4K +1,389 +2%
BIG
786
Builder Investment Group
Georgia
$5.07M -$57.1K -950 -1%
HH
787
Hilltop Holdings
Texas
$5.07M -$875K -14,572 -15%
CSIC
788
Clifford Swan Investment Counsel
California
$5.07M -$369K -6,150 -7%
CCMINC
789
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.04M +$286K +4,755 +6%
DAS
790
Dynamic Advisor Solutions
Arizona
$5.04M +$413K +6,880 +9%
DIP
791
DT Investment Partners
Pennsylvania
$5.03M -$1.17M -19,541 -19%
BFA
792
Benedict Financial Advisors
Georgia
$5.02M -$100K -1,672 -2%
FCH
793
Freestone Capital Holdings
Washington
$5.01M +$202K +3,361 +4%
ISL
794
Ingalls & Snyder LLC
New York
$5M +$6.61K +110 +0.1%
YL
795
YCG LLC
Texas
$5M -$289K -4,808 -5%
PA
796
Parallel Advisors
California
$4.99M +$283K +4,708 +6%
SA
797
Sicart Associates
New York
$4.98M -$121K -2,015 -2%
FLI
798
Family Legacy Inc
South Carolina
$4.96M -$97.7K -1,627 -2%
CNBTD
799
Citizens National Bank Trust Department
Mississippi
$4.96M – – –
CF
800
Covea Finance
France
$4.96M +$1.53M +25,400 +46%
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