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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1651
Meristem Family Wealth
Minnesota
$15M +$6.1M +20,965 +65%
BMC
1652
Benin Management Corp
Connecticut
$15M -$80.3K -276 -0.5%
CF
1653
Centaurus Financial
California
$15M +$850K +2,921 +6%
IFWM
1654
Institute for Wealth Management
Colorado
$15M -$529K -1,818 -3%
GEA
1655
Glen Eagle Advisors
New Jersey
$14.9M +$243K +835 +2%
DCM
1656
Decatur Capital Management
Georgia
$14.9M -$18.1M -62,339 -54%
RHDIC
1657
R.H. Dinel Investment Counsel
California
$14.9M -$87.3K -300 -0.6%
MWM
1658
Minot Wealth Management
Massachusetts
$14.9M +$446K +1,533 +3%
AAS
1659
Annex Advisory Services
Wisconsin
$14.9M -$91.6K -315 -0.6%
CRB
1660
Chad R. Baker
$14.8M – – –
TS
1661
Tamar Securities
California
$14.8M -$255K -875 -2%
TCBWMS
1662
Texas Capital Bank Wealth Management Services
Texas
$14.8M +$4.03M +13,861 +36%
NB
1663
Northwest Bancshares
Pennsylvania
$14.8M -$208K -714 -1%
LP
1664
LMR Partners
United Kingdom
$14.8M +$15.2M +52,354 New
TPM
1665
Triasima Portfolio Management
Quebec, Canada
$14.7M -$55K -189 -0.4%
SSI
1666
Scott & Selber Inc
Texas
$14.7M -$453K -1,558 -3%
GWM
1667
Greenwich Wealth Management
Connecticut
$14.7M +$166K +571 +1%
NAM
1668
NTV Asset Management
West Virginia
$14.7M -$8.73K -30 -0.1%
CC
1669
Codex Capital
New York
$14.7M -$160K -550 -1%
SWM
1670
Segment Wealth Management
Texas
$14.7M -$95.7K -329 -0.6%
CAM
1671
Centre Asset Management
New York
$14.7M +$66.9K +230 +0.5%
UHC
1672
Union Heritage Capital
Michigan
$14.7M – – –
OSNBOA
1673
Old Second National Bank of Aurora
Illinois
$14.7M -$573K -1,971 -4%
FNBTCON
1674
First National Bank & Trust Co of Newtown
Pennsylvania
$14.7M -$453K -1,556 -3%
FMWA
1675
Forvis Mazars Wealth Advisors
Missouri
$14.6M +$32.6K +112 +0.2%
65 66
67
68 69