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Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
1126
Kiley Juergens Wealth Management
Washington
$28.6M +$11.2M +41,336 +59%
PAM
1127
Private Asset Management
California
$28.5M +$140K +515 +0.5%
HR
1128
Howe & Rusling
New York
$28.5M +$263K +969 +0.9%
FA
1129
Fagan Associates
New York
$28.4M -$15.5K -57 -0.1%
HSC
1130
Harbor Spring Capital
New York
$28.3M -$2.14M -7,900 -7%
FSA
1131
Fort Sheridan Advisors
Illinois
$28.1M +$4.06M +14,964 +16%
KFP
1132
KMG Fiduciary Partners
Ohio
$28M +$314K +1,157 +1%
PCM
1133
Pennsylvania Capital Management
Pennsylvania
$28M +$181K +667 +0.6%
GP
1134
Girard Partners
Pennsylvania
$28M -$48.3K -178 -0.2%
WC
1135
Whitney & Co
New York
$27.9M -$67.3K -248 -0.2%
MIC
1136
Means Investment Company
Maine
$27.9M +$602K +2,219 +2%
SVCP
1137
Silicon Valley Capital Partners
California
$27.9M +$1.7M +6,246 +6%
WMSA
1138
Weiss Multi-Strategy Advisers
New York
$27.8M -$17.1M -63,136 -37%
NIM
1139
Nexus Investment Management
Ontario, Canada
$27.8M -$3.36M -12,362 -10%
BHWM
1140
Bar Harbor Wealth Management
New Hampshire
$27.8M +$7.45M +27,448 +34%
BAM
1141
Belpointe Asset Management
Nevada
$27.5M +$7.18M +26,450 +33%
AP
1142
Archon Partners
New Jersey
$27.5M – – –
RIG
1143
RiverFront Investment Group
Virginia
$27.5M +$2.53M +9,313 +10%
HCM
1144
Hilton Capital Management
New York
$27.4M -$627K -2,309 -2%
PJSIMP
1145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$27.4M -$548K -2,018 -2%
FFIC
1146
First Fiduciary Investment Counsel
Ohio
$27.4M -$85.2K -314 -0.3%
BONST
1147
Bank of Nova Scotia Trust
Ontario, Canada
$27.3M -$987K -3,637 -3%
LMIM
1148
Lockheed Martin Investment Management
Maryland
$27.3M -$7.64M -28,140 -21%
CA
1149
Claar Advisors
New York
$27.2M -$97.7K -360 -0.3%
TCA
1150
Transcend Capital Advisors
New Jersey
$27.1M -$57.3K -211 -0.2%
44 45
46
47 48