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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
851
Whitney & Co
New York
$38.8M -$431K -579 -1%
RT
852
Rockland Trust
Massachusetts
$38.8M +$7.99M +10,733 +26%
SCA
853
Stonebridge Capital Advisors
Minnesota
$38.6M -$130K -175 -0.3%
JIC
854
Joel Isaacson & Co
New York
$38.5M +$4.42M +5,935 +13%
VM
855
Venator Management
Pennsylvania
$38.5M -$2.61M -3,505 -6%
MOS
856
MGO One Seven
Ohio
$38.4M +$13.9M +18,690 +56%
GHA
857
GW Henssler & Associates
Georgia
$38.4M -$13.5M -18,096 -26%
DBG
858
De Burlo Group
Massachusetts
$38.4M +$74.4K +100 +0.2%
ATPW
859
Ashton Thomas Private Wealth
Arizona
$38.4M +$9.91M +13,311 +34%
FTWA
860
Fifth Third Wealth Advisors
Ohio
$38.3M +$1.59M +2,138 +4%
PFU
861
Parus Finance (UK)
United Kingdom
$38.3M -$1.3M -1,740 -3%
FNT
862
First National Trust
Pennsylvania
$38.2M +$753K +1,012 +2%
LWM
863
Lyell Wealth Management
California
$38.1M +$99.7K +134 +0.3%
RWP
864
RWA Wealth Partners
Massachusetts
$37.7M +$4.6M +6,186 +14%
GI
865
GAMCO Investors
Connecticut
$37.7M -$346K -465 -0.9%
TCM
866
Tran Capital Management
California
$37.6M -$7.18M -9,644 -16%
NCM
867
Narwhal Capital Management
Georgia
$37.6M +$857K +1,152 +2%
PIM
868
Plato Investment Management
Australia
$37.5M +$741K +996 +2%
PAI
869
Pittenger & Anderson Inc
Nebraska
$37.5M +$1.51M +2,026 +4%
GA
870
GuoLine Advisory
Singapore
$37.5M – – –
JWCA
871
J.W. Cole Advisors
Florida
$37.5M +$787K +1,057 +2%
RC
872
RDST Capital
Washington
$37.4M +$10.9M +14,600 +40%
GC
873
Grimes & Company
Massachusetts
$37.4M +$2.03M +2,733 +6%
HAG
874
HighPoint Advisor Group
Illinois
$37.3M +$1.8M +2,417 +5%
CAM
875
Claret Asset Management
Quebec, Canada
$37.3M -$611K -821 -2%
33 34
35
36 37