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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1051
Discovery Capital Management
Connecticut
$12.9M -$3.3M -34,000 -21%
TWMP
1052
Taylor Wealth Management Partners
Massachusetts
$12.9M -$46K -475 -0.4%
IAA
1053
Independent Advisor Alliance
North Carolina
$12.9M +$1.3M +13,396 +11%
CA
1054
Clearstead Advisors
Ohio
$12.9M -$60.8K -627 -0.5%
JG
1055
Jefferies Group
New York
$12.8M +$4.8M +49,521 +61%
HCMT
1056
Highland Capital Management (Texas)
Texas
$12.8M -$2.15M -22,200 -15%
VC
1057
Vicus Capital
Pennsylvania
$12.7M -$151K -1,560 -1%
BCM
1058
Buckhead Capital Management
Georgia
$12.7M +$56.5K +583 +0.5%
DAM
1059
Deltec Asset Management
New York
$12.7M -$1.16M -12,000 -9%
MMG
1060
Monetary Management Group
Missouri
$12.7M -$14.5K -150 -0.1%
BDWM
1061
Brewin Dolphin Wealth Management
Ireland
$12.6M +$16.5K +170 +0.1%
WF
1062
WealthTrust Fairport
Ohio
$12.6M +$111K +1,147 +0.9%
PAS
1063
Professional Advisory Services
Florida
$12.6M +$80.7K +833 +0.7%
CVM
1064
Cheviot Value Management
California
$12.6M -$428K -4,415 -3%
WAM
1065
Wealthspire Advisors (Maryland)
Maryland
$12.6M -$325K -3,358 -3%
FIB
1066
First Interstate Bank
Montana
$12.5M -$533K -5,495 -4%
WCMN
1067
Westchester Capital Management (Nebraska)
Nebraska
$12.5M -$115K -1,191 -0.9%
NSIM
1068
North Star Investment Management
Illinois
$12.5M +$434K +4,480 +4%
CFSG
1069
Community Financial Services Group
Vermont
$12.5M +$105K +1,088 +0.9%
LW
1070
Linscomb Wealth
Texas
$12.5M -$20.1K -207 -0.2%
AWM
1071
AE Wealth Management
Kansas
$12.5M +$1.75M +18,008 +17%
KPCM
1072
Kings Point Capital Management
New York
$12.5M +$138K +1,429 +1%
VST
1073
Van Strum & Towne
California
$12.5M -$279K -2,881 -2%
HAIM
1074
Hunter Associates Investment Management
Pennsylvania
$12.4M -$215K -2,216 -2%
PTC
1075
Private Trust Company
Ohio
$12.4M +$80.7K +833 +0.7%
41 42
43
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