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Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
726
Westwood Holdings Group
Texas
$427K – – –
HIC
727
Holderness Investments Company
North Carolina
$420K -$173K -860 -30%
VWM
728
Venturi Wealth Management
Texas
$420K -$10.1K -50 -2%
LOAMS
729
Lombard Odier Asset Management (Switzerland)
Switzerland
$420K +$174K +864 +78%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$418K – – –
CWM
731
Chesapeake Wealth Management
Virginia
$416K -$2.22K -11 -0.6%
WB
732
Webster Bank
Connecticut
$414K – – –
WWM
733
Windsor Wealth Management
Indiana
$412K +$91.5K +454 +31%
CFW
734
CA Family Wealth
California
$412K +$390K +1,934 New
BMC
735
Benin Management Corp
Connecticut
$410K -$11.1K -55 -3%
AWM
736
Altium Wealth Management
New York
$410K +$81.6K +405 +27%
SSG
737
Summit Securities Group
New York
$405K +$383K +1,900 New
ALAM
738
Asahi Life Asset Management
Japan
$403K -$222K -1,100 -37%
PA
739
Parallel Advisors
California
$403K +$107K +533 +39%
BMC
740
Beaton Management Company
Massachusetts
$399K – – –
CG
741
Caprock Group
Idaho
$398K +$4.63K +23 +1%
DSC
742
Duncker Streett & Co
Missouri
$394K – – –
FIM
743
Frontier Investment Management
Texas
$394K – – –
LSAG
744
Lake Street Advisors Group
New Hampshire
$392K +$41.1K +204 +12%
FFS
745
Founders Financial Securities
Maryland
$391K +$40.3K +200 +12%
DJSG
746
D.J. St. Germain
Massachusetts
$387K -$13.1K -65 -3%
MC
747
Moors & Cabot
Massachusetts
$387K +$16.5K +82 +5%
FNFDCM
748
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$385K -$20.2K -100 -5%
HWMG
749
Hurlow Wealth Management Group
Indiana
$385K – – –
WANY
750
Wealthspire Advisors (New York)
New York
$382K +$71.5K +355 +25%
28 29
30
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