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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
976
Adell Harriman & Carpenter
Texas
$772K -$32.9K -410 -4%
QSS
977
Quantitative Systematic Strategies
Florida
$771K -$361K -4,500 -33%
CC
978
Chicago Capital
Illinois
$769K – – –
BHIA
979
Birch Hill Investment Advisors
Massachusetts
$768K +$193K +2,400 +36%
BWM
980
BigSur Wealth Management
Florida
$764K -$80.3K -1,000 -10%
HCMNY
981
Howard Capital Management (New York)
New York
$764K -$19.4K -242 -3%
SSW
982
Smith Shellnut Wilson
Mississippi
$764K +$725K +9,021 New
MLIC
983
Mandatum Life Insurance Company
Finland
$762K – – –
NCM
984
Northwest Capital Management
Oregon
$755K +$35.3K +440 +5%
EFSCE
985
Enterprise Financial Services Corp (EFSC)
Missouri
$754K +$2.17K +27 +0.3%
EFS
986
Essex Financial Services
Connecticut
$754K +$40.2K +500 +6%
TTWM
987
TCV Trust & Wealth Management
Virginia
$751K – – –
TH
988
TCTC Holdings
Texas
$750K – – –
NA
989
NewEdge Advisors
Louisiana
$749K +$176K +2,193 +33%
ANB
990
Amarillo National Bank
Texas
$747K – – –
LNC
991
Lincoln National Corp
Pennsylvania
$746K +$135K +1,684 +24%
BBA
992
Braun-Bostich & Associates
Pennsylvania
$744K +$9.72K +121 +1%
NERM
993
New England Research & Management
Illinois
$742K – – –
S
994
SignatureFD
Georgia
$738K -$422K -5,251 -38%
WIP
995
Wellesley Investment Partners
Massachusetts
$737K +$9.64K +120 +1%
TA
996
Tiedemann Advisors
New York
$735K +$455K +5,670 +189%
MWM
997
Meridian Wealth Management
Kentucky
$733K -$46.4K -578 -6%
FPCP
998
Fort Point Capital Partners
California
$731K +$440K +5,481 +174%
CPC
999
Cookson Peirce & Co
Pennsylvania
$722K +$14.9K +185 +2%
SFA
1000
Sequoia Financial Advisors
Ohio
$718K -$45.5K -567 -6%
38 39
40
41 42