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Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1126
180 Wealth Advisors
Washington
$47.1M -$9.31K -23 -0%
PI
1127
Pennant Investors
New Jersey
$47.1M -$6.88M -17,000 -13%
RSWM
1128
Robertson Stephens Wealth Management
California
$47.1M +$3.15M +7,792 +7%
FAT
1129
First American Trust
California
$47M +$1.47M +3,620 +3%
WAM
1130
Wilsey Asset Management
California
$46.9M +$40.5K +100 +0.1%
SCM
1131
Schnieders Capital Management
California
$46.9M -$98K -242 -0.2%
MWM
1132
Moran Wealth Management
Florida
$46.6M -$541K -1,337 -1%
WC
1133
Whitney & Co
New York
$46.6M -$496K -1,224 -1%
ETC
1134
Exchange Traded Concepts
Oklahoma
$46.6M +$8.66M +21,393 +24%
MOS
1135
MGO One Seven
Ohio
$46.5M +$372K +919 +0.8%
TF
1136
Tompkins Financial
New York
$46.5M -$354K -874 -0.8%
CCP
1137
Clarkston Capital Partners
Michigan
$46.4M -$935K -2,310 -2%
FNFDCM
1138
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$46.4M -$122K -301 -0.3%
WSCM
1139
Wellington Shields Capital Management
New York
$46.2M -$38.1K -94 -0.1%
KJWM
1140
Kiley Juergens Wealth Management
Washington
$46M -$1.38M -3,410 -3%
PCM
1141
Polaris Capital Management
Massachusetts
$45.8M -$5.18M -12,800 -11%
CT
1142
Coastline Trust
Rhode Island
$45.8M +$1.59M +3,931 +4%
IWM
1143
IHT Wealth Management
Illinois
$45.8M +$1.4M +3,461 +3%
LFAS
1144
Level Four Advisory Services
Texas
$45.7M +$1.33M +3,292 +3%
BCM
1145
BTC Capital Management
Iowa
$45.7M +$44M +108,636 New
LW
1146
Linscomb Wealth
Texas
$45.7M -$1.07M -2,655 -2%
PWP
1147
Principle Wealth Partners
Connecticut
$45.6M +$244K +602 +0.6%
HCM
1148
Hilton Capital Management
New York
$45.6M -$70K -173 -0.2%
CA
1149
CSM Advisors
Pennsylvania
$45.6M -$1.13M -2,792 -3%
BAM
1150
Bell Asset Management
Australia
$45.5M -$2.01M -4,959 -4%
44 45
46
47 48