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Name Holding Trade Value Shares
Change 		Change in
Stake
QSS
976
Quantitative Systematic Strategies
Florida
$771K -$361K -4,500 -33%
CC
977
Chicago Capital
Illinois
$769K – – –
BHIA
978
Birch Hill Investment Advisors
Massachusetts
$768K +$193K +2,400 +36%
BWM
979
BigSur Wealth Management
Florida
$764K -$80.3K -1,000 -10%
HCMNY
980
Howard Capital Management (New York)
New York
$764K -$19.4K -242 -3%
SSW
981
Smith Shellnut Wilson
Mississippi
$764K +$725K +9,021 New
MLIC
982
Mandatum Life Insurance Company
Finland
$762K – – –
NCM
983
Northwest Capital Management
Oregon
$755K +$35.3K +440 +5%
EFSCE
984
Enterprise Financial Services Corp (EFSC)
Missouri
$754K +$2.17K +27 +0.3%
EFS
985
Essex Financial Services
Connecticut
$754K +$40.2K +500 +6%
TTWM
986
TCV Trust & Wealth Management
Virginia
$751K – – –
TH
987
TCTC Holdings
Texas
$750K – – –
NA
988
NewEdge Advisors
Louisiana
$749K +$176K +2,193 +33%
ANB
989
Amarillo National Bank
Texas
$747K – – –
LNC
990
Lincoln National Corp
Pennsylvania
$746K +$135K +1,684 +24%
BBA
991
Braun-Bostich & Associates
Pennsylvania
$744K +$9.72K +121 +1%
NERM
992
New England Research & Management
Illinois
$742K – – –
S
993
SignatureFD
Georgia
$738K -$422K -5,251 -38%
WIP
994
Wellesley Investment Partners
Massachusetts
$737K +$9.64K +120 +1%
TA
995
Tiedemann Advisors
New York
$735K +$455K +5,670 +189%
MWM
996
Meridian Wealth Management
Kentucky
$733K -$46.4K -578 -6%
FPCP
997
Fort Point Capital Partners
California
$731K +$440K +5,481 +174%
CPC
998
Cookson Peirce & Co
Pennsylvania
$722K +$14.9K +185 +2%
SFA
999
Sequoia Financial Advisors
Ohio
$718K -$45.5K -567 -6%
TCM
1000
Tributary Capital Management
Nebraska
$712K -$8.03K -100 -1%
38 39
40
41 42