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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1076
Waldron Private Wealth
Pennsylvania
$13.3M -$16.5K -34 -0.1%
FAM
1077
Formidable Asset Management
Ohio
$13.3M +$175K +361 +1%
OPW
1078
Oxler Private Wealth
New York
$13.3M -$645K -1,327 -5%
FHB
1079
First Hawaiian Bank
Hawaii
$13.3M -$1.36M -2,791 -10%
PCA
1080
Private Capital Advisors
Connecticut
$13.3M -$488K -1,003 -4%
LSPW
1081
Lake Street Private Wealth
Illinois
$13.2M +$1.01M +2,075 +9%
RVPG
1082
Relative Value Partners Group
$13.2M +$10.8M +22,153 +542%
SCTC
1083
Sanibel Captiva Trust Company
Florida
$13.2M +$2.92M +5,999 +30%
CIA
1084
Choate Investment Advisors
Massachusetts
$13.2M -$359K -739 -3%
P
1085
&Partners
Tennessee
$13.2M +$9.07M +18,652 +250%
CP
1086
CenterBook Partners
Connecticut
$13.1M -$3.95M -8,136 -24%
NL
1087
NWAM LLC
Washington
$13.1M -$108K -223 -0.9%
KAS
1088
Kemnay Advisory Services
New York
$13.1M -$253K -521 -2%
SIA
1089
Schechter Investment Advisors
Michigan
$13M -$257K -528 -2%
ZB
1090
Zions Bancorporation
Utah
$13M -$2.34M -4,807 -16%
PVI
1091
Pine Valley Investments
New Jersey
$13M +$95.8K +197 +0.8%
HT
1092
Headlands Technologies
Illinois
$13M +$9.86M +20,286 +373%
TAM
1093
Trust Asset Management
Texas
$12.9M – – –
GG
1094
Greenwood Gearhart
Arkansas
$12.9M +$101K +207 +0.8%
EI
1095
Ellevest Inc
New York
$12.9M -$523K -1,076 -4%
AIS
1096
AM Investment Strategies
Tennessee
$12.9M +$1.94K +4 +0%
DAM
1097
Deltec Asset Management
New York
$12.9M -$1.58M -3,250 -11%
AP
1098
Americana Partners
Texas
$12.8M +$2.63M +5,418 +27%
MWM
1099
Meridian Wealth Management
Kentucky
$12.8M +$12.4M +25,412 New
OCM
1100
Osterweis Capital Management
California
$12.8M – – –
42 43
44
45 46