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Name Holding Trade Value Shares
Change 		Change in
Stake
SBWM
1201
Sunflower Bank Wealth Management
Arizona
$215K -$51.1K -847 -20%
SAMC
1202
Spectrum Asset Management (California)
California
$215K – – –
PM
1203
Parametrica Management
Hong Kong
$215K +$212K +3,503 New
LC
1204
Lourd Capital
California
$214K +$211K +3,489 New
CLM
1205
ClearBridge LLC (Maryland)
Maryland
$213K -$3.62K -60 -2%
CPO
1206
Cerity Partners OCIO
New York
$213K +$15.2K +251 +8%
VCM
1207
Versant Capital Management
Arizona
$210K -$55.4K -917 -21%
CG
1208
Colony Group
Massachusetts
$209K -$630K -10,436 -75%
BCM
1209
BTR Capital Management
California
$209K – – –
GSBTD
1210
Glenview State Bank Trust Department
Illinois
$209K – – –
LWAC
1211
Laurel Wealth Advisors (California)
California
$206K -$10.6K -176 -5%
CAM
1212
Concorde Asset Management
Michigan
$204K -$71.6K -1,186 -26%
FFA
1213
First Foundation Advisors
California
$202K +$198K +3,286 New
BHBT
1214
Burke & Herbert Bank & Trust
Virginia
$201K +$197K +3,270 New
GCM
1215
Glynn Capital Management
California
$200K -$35.9K -595 -15%
GIA
1216
GHP Investment Advisors
Colorado
$200K +$197K +3,259 New
CHC
1217
City Holding Co
West Virginia
$199K +$60.4K +1,000 +45%
AIM
1218
Anchor Investment Management
South Carolina
$184K +$180K +2,988 New
DOA
1219
D'Orazio & Associates
Virginia
$183K – – –
AIM
1220
Advantage Investment Management
Iowa
$168K +$37.7K +625 +30%
PCM
1221
Prelude Capital Management
New York
$165K -$94.8K -1,570 -37%
ACM
1222
Argentus Capital Management
Texas
$164K -$103K -1,711 -39%
LWM
1223
Lenox Wealth Management
Ohio
$164K +$3.87K +64 +2%
PVH
1224
Psagot Value Holdings
Israel
$154K -$131K -2,170 -46%
CFG
1225
CKW Financial Group
Hawaii
$148K – – –
47 48
49
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