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Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
976
Level Four Advisory Services
Texas
$75.8M +$3.38M +6,747 +5%
JGC
977
J. Goldman & Co
New York
$75.7M -$28M -55,794 -26%
GXJ
978
Global X Japan
Japan
$75.7M +$33M +65,775 +73%
PIM
979
Provident Investment Management
Michigan
$75.7M -$1.64M -3,268 -2%
RC
980
RDST Capital
Washington
$75.4M +$7.78M +15,520 +11%
CPH
981
C Partners Holding
Switzerland
$75.2M +$8.75M +17,452 +13%
UF
982
Univest Financial
Pennsylvania
$75.1M -$81.7K -163 -0.1%
BGCP
983
Bristol Gate Capital Partners
Ontario, Canada
$74.9M -$11.2M -22,405 -13%
PCA
984
Pallas Capital Advisors
Massachusetts
$74.8M -$507K -1,012 -0.6%
CIM
985
Confluence Investment Management
Missouri
$74.8M -$3.54M -7,064 -4%
FPAS
986
Focus Partners Advisor Solutions
Missouri
$74.7M -$37.7M -75,264 -33%
SL
987
Summitry LLC
California
$74.7M +$1.13M +2,261 +1%
ICP
988
Ironvine Capital Partners
Nebraska
$74.7M -$14.2M -28,318 -15%
SW
989
SVB Wealth
Massachusetts
$74.6M -$8.68M -17,318 -10%
GVAG
990
Great Valley Advisor Group
Delaware
$74.5M +$354K +707 +0.5%
NPT
991
Nixon Peabody Trust
Massachusetts
$73.9M -$2.18M -4,352 -3%
WRBC
992
W.R. Berkley Corp
Connecticut
$73.8M +$51.5M +102,800 +206%
NRS
993
Neville Rodie & Shaw
New York
$73.6M +$298K +594 +0.4%
ECM
994
Estabrook Capital Management
New York
$73.6M -$2.57M -5,134 -3%
BBA
995
BLB&B Advisors
Pennsylvania
$73.2M -$918K -1,831 -1%
PP
996
Patten & Patten
Tennessee
$72.9M -$2.27M -4,521 -3%
CTA
997
Colonial Trust Advisors
South Carolina
$72.8M +$182K +363 +0.2%
JAFL
998
Jay A. Fishman Ltd
Michigan
$72.7M -$156K -312 -0.2%
MLCM
999
M & L Capital Management
United Kingdom
$72.6M – – –
PTC
1000
Petrus Trust Company
Texas
$72.5M +$61.1K +122 +0.1%
38 39
40
41 42