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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
726
Texas Capital Bank Wealth Management Services
Texas
$66.1M +$1.61M +15,917 +3%
EFM
727
E Fund Management
China
$65.8M +$9.49M +93,860 +21%
LOAME
728
Lombard Odier Asset Management (Europe)
United Kingdom
$65.8M +$9.19M +90,915 +21%
SNB
729
Security National Bank
Nebraska
$65.5M -$5.27M -52,099 -9%
SCA
730
Stillwater Capital Advisors
Pennsylvania
$65M -$8.33M -82,422 -14%
AHB
731
Abner Herrman & Brock
New Jersey
$65M -$502K -4,963 -0.9%
GI
732
Gradient Investments
Minnesota
$64.8M -$3.33M -32,938 -6%
CIA
733
Concurrent Investment Advisors
Florida
$64.3M +$11M +108,613 +26%
HTHT
734
Hemenway Trust Hemenway Trust
New Hampshire
$64.2M -$3.26M -32,293 -6%
NCM
735
Narwhal Capital Management
Georgia
$64.2M -$1.17M -11,547 -2%
BFS
736
Burr Financial Services
California
$63.8M +$18.7M +184,505 +56%
BWFA
737
Baltimore-Washington Financial Advisors
Maryland
$63.5M +$1.09M +10,784 +2%
TCB
738
Texas Capital Bancshares
Texas
$63.5M – – –
CA
739
Clearstead Advisors
Ohio
$63.4M +$38.8M +383,921 +296%
CISOA
740
Capital Investment Services of America
Wisconsin
$63.3M -$2.85M -28,203 -5%
KCMH
741
Keywise Capital Management (HK)
Hong Kong
$63.2M -$202K -2,000 -0.4%
RBA
742
Richard Bernstein Advisors
New York
$63.2M -$598K -5,919 -1%
OKSA
743
O'Keefe Stevens Advisory
New York
$63M -$38.2M -377,748 -43%
XL
744
XN LP
New York
$62.9M -$191K -1,889 -0.4%
AAM
745
Austin Asset Management
Texas
$62.9M -$26.8M -264,725 -34%
HTC
746
Haverford Trust Company
Pennsylvania
$62.8M +$45.9M +454,262 +835%
GWSG
747
GPS Wealth Strategies Group
Colorado
$62.7M +$347K +3,434 +0.7%
DCM
748
Dupont Capital Management
Delaware
$62.2M -$1.69M -16,756 -3%
FCBT
749
First Citizens Bank & Trust
North Carolina
$62M +$816K +8,075 +2%
SFS
750
Sowell Financial Services
Arkansas
$62M -$507K -5,012 -1%
28 29
30
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