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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1326
CX Institutional
Indiana
$31.6M +$2.35M +5,774 +7%
AFG
1327
Atomi Financial Group
New York
$31.6M -$925K -2,270 -3%
MNBTD
1328
Moody National Bank Trust Division
Texas
$31.6M +$87.2K +214 +0.3%
LIA
1329
LS Investment Advisors
Michigan
$31.6M -$360K -884 -1%
VCA
1330
Verdence Capital Advisors
Maryland
$31.5M +$178K +436 +0.5%
IAS
1331
Insigneo Advisory Services
Florida
$31.5M +$1.09M +2,673 +3%
GIM
1332
Goelzer Investment Management
Indiana
$31.5M -$1.68M -4,110 -5%
OA
1333
Oxbow Advisors
Texas
$31.4M +$2.08M +5,094 +6%
CA
1334
CSM Advisors
Pennsylvania
$31.4M -$4.93M -12,080 -13%
HR
1335
Howe & Rusling
New York
$31.3M +$1.56M +3,836 +5%
MCM
1336
Makena Capital Management
California
$31.3M +$13.7M +33,562 +67%
CNBT
1337
Canandaigua National Bank & Trust
New York
$31.3M -$527K -1,292 -2%
PIM
1338
Progressive Investment Management
Oregon
$31.3M -$689K -1,691 -2%
1SB
1339
1ST Source Bank
Indiana
$31.2M -$529K -1,297 -2%
RCM
1340
Rings Capital Management
Illinois
$31.2M – – –
IWA
1341
Icon Wealth Advisors
Texas
$31M +$121K +296 +0.4%
MAM
1342
Mark Asset Management
New York
$31M +$7.73M +18,969 +30%
WIC
1343
Woodmont Investment Counsel
Tennessee
$30.9M +$775K +1,901 +2%
PWMAG
1344
Pinnacle Wealth Management Advisory Group
New Jersey
$30.9M +$4.89K +12 +0%
PCM
1345
Palisade Capital Management
New Jersey
$30.9M +$122K +299 +0.4%
EWM
1346
Edge Wealth Management
New York
$30.9M +$309K +759 +0.9%
IAN
1347
Integrated Advisors Network
Texas
$30.8M -$6.54M -16,049 -16%
CC
1348
Courier Capital
New York
$30.8M +$529K +1,298 +2%
AC
1349
Apella Capital
Connecticut
$30.8M +$2.59M +6,363 +9%
AWAG
1350
ARS Wealth Advisors Group
Florida
$30.7M -$320K -785 -1%
52 53
54
55 56