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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1001
Brendel Financial Advisors
New Hampshire
$2.26M +$2.07M +9,616 New
BCM
1002
Brasada Capital Management
Texas
$2.26M -$28K -130 -1%
GTAM
1003
Global Trust Asset Management
Florida
$2.26M +$280K +1,300 +16%
SBH
1004
Segall Bryant & Hamill
Illinois
$2.26M +$81.5K +379 +4%
PWAP
1005
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.25M -$25.8K -120 -1%
CP
1006
Cumberland Partners
Ontario, Canada
$2.25M -$339K -1,575 -14%
BRWA
1007
B. Riley Wealth Advisors
Florida
$2.24M +$202K +941 +11%
KA
1008
Kintegral Advisory
New York
$2.23M +$3.44K +16 +0.2%
ANB
1009
Amarillo National Bank
Texas
$2.23M -$456K -2,120 -18%
LOAME
1010
Lombard Odier Asset Management (Europe)
United Kingdom
$2.21M – – –
CCP
1011
Corient Capital Partners
California
$2.19M +$788K +3,664 +65%
JSL
1012
JT Stratford LLC
Georgia
$2.15M -$620K -2,880 -24%
HW
1013
Hancock Whitney
Mississippi
$2.13M -$64.5K -300 -3%
NPT
1014
Nixon Peabody Trust
Massachusetts
$2.11M +$982K +4,564 +103%
GCA
1015
Genesee Capital Advisors
New York
$2.11M +$128K +596 +7%
CHC
1016
City Holding Co
West Virginia
$2.1M -$17.4K -81 -0.9%
JCM
1017
Jag Capital Management
Missouri
$2.07M -$122K -568 -6%
CC
1018
Cedar Capital
Illinois
$2.06M -$633K -2,940 -25%
FMT
1019
First Mercantile Trust
Tennessee
$2.06M -$155K -722 -8%
PNAA
1020
Pictet North America Advisors
Switzerland
$2.05M -$76.8K -357 -4%
AAS
1021
Avantax Advisory Services
Texas
$2.04M -$217K -1,007 -10%
KCM
1022
Karp Capital Management
California
$2.03M -$9.25K -43 -0.5%
AA
1023
Altman Advisors
Illinois
$2.03M +$264K +1,225 +17%
BPCE
1024
Bank Pictet & Cie (Europe)
Germany
$2.02M – – –
CAG
1025
Crestwood Advisors Group
Massachusetts
$2.01M +$10.1K +47 +0.6%
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