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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1001
Blalock Williams
Alabama
$225K +$5.82K +74 +3%
Los Angeles Capital Management
1002
Los Angeles Capital Management
California
$224K -$212K -2,690 -50%
PCMH
1003
Polymer Capital Management (HK)
Hong Kong
$224K +$214K +2,718 New
ES
1004
Eagle Strategies
New York
$223K +$1.26K +16 +0.6%
IQI
1005
Integrated Quantitative Investments
Washington
$222K -$183K -2,331 -46%
SP
1006
SIH Partners
Delaware
$222K +$212K +2,694 New
NGA
1007
Naples Global Advisors
Florida
$221K +$211K +2,687 New
ONB
1008
Old National Bancorp
Indiana
$220K -$4.64K -59 -2%
BAM
1009
Berkshire Asset Management
Pennsylvania
$219K +$210K +2,664 New
DAS
1010
Dynamic Advisor Solutions
Arizona
$219K +$209K +2,658 New
CFB
1011
Cullen/Frost Bankers
Texas
$217K -$108K -1,371 -34%
LCM
1012
Lazari Capital Management
California
$216K
BL
1013
BFSG LLC
California
$216K -$10.5K -134 -5%
MPWT
1014
MassMutual Private Wealth & Trust
Connecticut
$216K -$21.6K -274 -9%
JFGIW
1015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$215K +$206K +2,614 New
SW
1016
SVB Wealth
Massachusetts
$215K -$9.6K -122 -4%
VC
1017
Vicus Capital
Pennsylvania
$214K -$33.1K -421 -14%
SFG
1018
Seamount Financial Group
Colorado
$214K -$30.9K -393 -13%
HVP
1019
Hudson Value Partners
Florida
$214K
HH
1020
Hilltop Holdings
Texas
$214K -$27.5K -349 -12%
BEAM
1021
Baker Ellis Asset Management
Washington
$214K +$7.32K +93 +4%
SLI
1022
Sumitomo Life Insurance
Japan
$213K
OAS
1023
Optivise Advisory Services
Tennessee
$213K +$203K +2,581 New
AWM
1024
Angeles Wealth Management
California
$212K +$203K +2,574 New
EWM
1025
Evercore Wealth Management
New York
$212K