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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1201
Marks Group Wealth Management
Minnesota
$16.7M +$5.81M +8,700 +53%
OCM
1202
Osterweis Capital Management
California
$16.7M -$302K -452 -2%
ACM
1203
Ardent Capital Management
Ohio
$16.6M +$696K +1,043 +4%
HT
1204
Headlands Technologies
Illinois
$16.5M -$3.54M -5,304 -17%
MCP
1205
Mirador Capital Partners
California
$16.5M -$115K -172 -0.7%
CF
1206
CNA Financial
Illinois
$16.5M +$8.35M +12,500 +100%
SWM
1207
Segment Wealth Management
Texas
$16.5M +$251K +376 +2%
MG
1208
Mather Group
Illinois
$16.5M +$637K +954 +4%
BCP
1209
Blue Chip Partners
Michigan
$16.5M -$765K -1,146 -4%
GIA
1210
GHP Investment Advisors
Colorado
$16.5M +$352K +527 +2%
NL
1211
NWAM LLC
Washington
$16.5M -$1.03M -1,541 -6%
KFC
1212
Klingenstein Fields & Co
New York
$16.4M -$128K -192 -0.8%
SI
1213
Sora Investors
Pennsylvania
$16.4M -$3.43M -5,138 -17%
OPW
1214
Oxler Private Wealth
New York
$16.4M +$192K +287 +1%
NG
1215
Northstar Group
New York
$16.4M +$402K +602 +2%
FHC
1216
First Horizon Corporation
Tennessee
$16.3M +$757K +1,134 +5%
GKWIM
1217
Gerber Kawasaki Wealth & Investment Management
California
$16.3M -$737K -1,104 -4%
AC
1218
Annandale Capital
Texas
$16.3M -$1.9M -2,838 -10%
WTB
1219
Washington Trust Bank
Washington
$16.2M +$753K +1,127 +5%
VCA
1220
Verdence Capital Advisors
Maryland
$16.2M +$86.8K +130 +0.5%
SIA
1221
Soltis Investment Advisors
Utah
$16.2M -$1.69M -2,534 -9%
CAI
1222
Capital Advisors Inc
Oklahoma
$16.1M +$29.4K +44 +0.2%
MA
1223
MSA Advisors
California
$16.1M +$801K +1,200 +5%
TFS
1224
Thoroughbred Financial Services
Tennessee
$16.1M -$363K -543 -2%
SSA
1225
South Street Advisors
New York
$16M -$1.07M -1,607 -6%
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