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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1801
Arnhold LLC
New York
$711K – – –
BMWM
1802
Brown Miller Wealth Management
Virginia
$710K +$38.7K +104 +6%
CA
1803
Callahan Advisors
Texas
$710K +$724K +1,946 New
CI
1804
CX Institutional
Indiana
$709K -$1.91M -5,134 -73%
TCB
1805
Texas Capital Bancshares
Texas
$709K +$1.86K +5 +0.3%
BMCM
1806
Burns Matteson Capital Management
New York
$709K +$23.8K +64 +3%
AB
1807
Atlas Brown
Kentucky
$708K – – –
GDP
1808
Great Diamond Partners
Maine
$706K +$23.8K +64 +3%
PCG
1809
Private Capital Group
Connecticut
$704K -$44.6K -120 -6%
DS
1810
DRW Securities
Illinois
$704K +$488K +1,312 +213%
TFS
1811
TrustCore Financial Services
Tennessee
$703K +$80.3K +216 +13%
UH
1812
Unigestion Holding
Switzerland
$699K -$721K -1,939 -51%
AAM
1813
Ardevora Asset Management
United Kingdom
$694K -$57.2M -153,913 -99%
NCG
1814
Newport Capital Group
New Jersey
$694K – – –
SWA
1815
Sutton Wealth Advisors
Florida
$692K +$10.4K +28 +1%
AIA
1816
Angeles Investment Advisors
California
$688K – – –
LF
1817
LifeSteps Financial
California
$687K +$65.4K +176 +10%
ECG
1818
Edge Capital Group
Georgia
$686K -$320K -861 -31%
AL
1819
Aspiriant LLC
California
$686K -$150K -403 -18%
RZH
1820
Relyea Zuckerberg Hanson
Connecticut
$685K +$13K +35 +2%
AP
1821
Americana Partners
Texas
$684K +$158K +426 +27%
LSA
1822
L & S Advisors
California
$683K -$1.66M -4,467 -70%
MAM
1823
McLean Asset Management
Virginia
$683K +$8.92K +24 +1%
TAM
1824
Taurus Asset Management
New York
$681K +$693K +1,864 New
VBCG
1825
Valley Brook Capital Group
Pennsylvania
$677K +$9.29K +25 +1%
71 72
73
74 75