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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1226
Frontier Wealth Management
Missouri
$7.68M +$260K +721 +3%
NFG
1227
Next Financial Group
Texas
$7.64M +$1.16M +3,222 +17%
SAM
1228
Sompo Asset Management
Japan
$7.6M -$1.87M -5,190 -19%
PGIM
1229
Pacific Global Investment Management
California
$7.6M +$86.1K +239 +1%
AWM
1230
Avior Wealth Management
Nebraska
$7.59M +$164K +454 +2%
DLCIG
1231
D.L. Carlson Investment Group
New Hampshire
$7.57M -$1.06M -2,933 -12%
MYIA
1232
Mount Yale Investment Advisors
Colorado
$7.57M -$1.05M -2,903 -12%
OAM
1233
Occidental Asset Management
California
$7.54M +$62.7K +174 +0.8%
FIM
1234
Fernwood Investment Management
Massachusetts
$7.52M -$20.2K -56 -0.3%
PI
1235
PFS Investments
Georgia
$7.52M +$1.14M +3,178 +17%
IB
1236
Intrust Bank
Kansas
$7.52M +$108K +299 +1%
CIG
1237
Consolidated Investment Group
Colorado
$7.51M – – –
AW
1238
ACG Wealth
Georgia
$7.5M -$658K -1,827 -8%
B
1239
Barings
North Carolina
$7.48M -$1.25M -3,471 -14%
FC
1240
Fulcrum Capital
Washington
$7.48M +$135K +376 +2%
DCP
1241
Distillate Capital Partners
Illinois
$7.47M -$282K -782 -3%
LNB
1242
Ledyard National Bank
$7.47M -$281K -780 -3%
CLG
1243
Cooperman Leon G
$7.47M – – –
BBHC
1244
Brown Brothers Harriman & Co
New York
$7.46M -$626K -1,737 -7%
AWM
1245
Altium Wealth Management
New York
$7.46M +$199K +552 +3%
WA
1246
Wealth Architects
California
$7.45M -$1.67M -4,633 -17%
SCM
1247
Sitrin Capital Management
California
$7.44M +$5.04K +14 +0.1%
IFWM
1248
Institute for Wealth Management
Colorado
$7.43M +$167K +463 +2%
BHWM
1249
Bar Harbor Wealth Management
New Hampshire
$7.43M -$91.5K -254 -1%
CCP
1250
Cunning Capital Partners
North Carolina
$7.42M – – –
48 49
50
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