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Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1101
DF Dent & Co
Maryland
$23.9M +$186K +887 +0.8%
CI
1102
Conning Inc
Connecticut
$23.8M +$288K +1,370 +1%
1WA
1103
180 Wealth Advisors
Washington
$23.8M +$620K +2,950 +3%
FMBTD
1104
First Midwest Bank Trust Division
Illinois
$23.6M -$998K -4,752 -4%
FG
1105
Fiduciary Group
Georgia
$23.6M -$115K -548 -0.5%
BC
1106
Burleson & Co
California
$23.6M +$2.85M +13,549 +15%
EH
1107
Equitable Holdings
New York
$23.6M +$1.97M +9,384 +9%
TF
1108
Tompkins Financial
New York
$23.6M -$222K -1,058 -0.9%
EWM
1109
Edge Wealth Management
New York
$23.5M -$3.36M -16,006 -13%
HT
1110
HAP Trading
New York
$23.5M +$23.5M +111,755 New
PAM
1111
Private Asset Management
California
$23.4M +$60.9K +290 +0.3%
BPM
1112
Bowling Portfolio Management
Ohio
$23.4M -$3.33M -15,842 -12%
DSAM
1113
Dock Street Asset Management
Florida
$23.3M -$10.3K -49 -0%
RC
1114
Roundview Capital
New Jersey
$23.3M -$268K -1,277 -1%
LWS
1115
Lucia Wealth Services
California
$23.3M +$1.01M +4,811 +5%
TW
1116
Transform Wealth
Colorado
$23.2M -$140K -668 -0.6%
LFAS
1117
Level Four Advisory Services
Texas
$23.2M -$27.7M -131,978 -54%
HIC
1118
Hartline Investment Corp
Illinois
$23.1M +$608K +2,894 +3%
PJSIMP
1119
P.J. Schmidt Investment Management (PJS)
Wisconsin
$23.1M -$165K -784 -0.7%
DWT
1120
Dorsey & Whitney Trust
South Dakota
$23M -$444K -2,113 -2%
BCM
1121
BTC Capital Management
Iowa
$23M -$716K -3,409 -3%
CCFCSB
1122
Cape Cod Five Cents Savings Bank
Massachusetts
$23M -$792K -3,772 -3%
KA
1123
Kerrisdale Advisers
Florida
$22.9M +$8.3M +39,525 +57%
RA
1124
RiverPark Advisors
New York
$22.8M +$5.69M +27,077 +33%
FHC
1125
First Horizon Corporation
Tennessee
$22.8M +$22.8M +108,507 New
43 44
45
46 47