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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1026
Narwhal Capital Management
Georgia
$11.3M +$178K +2,165 +2%
FCBT
1027
First Citizens Bank & Trust
North Carolina
$11.3M -$529K -6,444 -5%
RWP
1028
RWA Wealth Partners
Massachusetts
$11.3M +$1.46M +17,844 +16%
VC
1029
Vicus Capital
Pennsylvania
$11.3M +$319K +3,893 +3%
LW
1030
Linscomb Wealth
Texas
$11.2M +$128K +1,562 +1%
VST
1031
Van Strum & Towne
California
$11.2M -$704K -8,585 -6%
MIAN
1032
Mariner Independent Advisor Network
Kansas
$11.2M -$3.94M -48,084 -27%
CF
1033
CNA Financial
Illinois
$11.2M -$459K -5,600 -4%
FC
1034
Fulcrum Capital
Washington
$11.2M +$10.7M +130,549 New
FSA
1035
Financial Sense Advisors
California
$11.1M -$692K -8,434 -6%
TFA
1036
Toth Financial Advisory
Virginia
$11.1M -$564K -6,881 -5%
DLCIG
1037
D.L. Carlson Investment Group
New Hampshire
$11.1M -$61.9K -754 -0.6%
MBI
1038
Montrusco Bolton Investments
Quebec, Canada
$11.1M +$191K +2,325 +2%
GC
1039
Grace Capital
Massachusetts
$11M -$41K -500 -0.4%
HAIM
1040
Hunter Associates Investment Management
Pennsylvania
$11M -$161K -1,968 -2%
MMG
1041
Monetary Management Group
Missouri
$11M +$22.6K +275 +0.2%
DWT
1042
Dorsey & Whitney Trust
South Dakota
$11M -$228K -2,780 -2%
BDWM
1043
Brewin Dolphin Wealth Management
Ireland
$11M -$156K -1,900 -1%
PNAA
1044
Pictet North America Advisors
Switzerland
$11M -$121K -1,481 -1%
WAM
1045
Wealthspire Advisors (Maryland)
Maryland
$11M +$828K +10,089 +9%
BCM
1046
BTC Capital Management
Iowa
$10.9M -$515K -6,273 -5%
BCM
1047
Buckhead Capital Management
Georgia
$10.9M -$1.5M -18,344 -13%
CFSG
1048
Community Financial Services Group
Vermont
$10.9M -$59.6K -727 -0.6%
WB
1049
Webster Bank
Connecticut
$10.9M -$8.45K -103 -0.1%
BC
1050
Brinker Capital
Pennsylvania
$10.9M -$500K -6,090 -5%
40 41
42
43 44