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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1026
Asset Dedication LLC
California
$1.62M -$18.8K -2,320 -1%
SFG
1027
SevenBridge Financial Group
Pennsylvania
$1.62M +$5.5K +680 +0.4%
FMT
1028
First Mercantile Trust
Tennessee
$1.62M +$149K +18,400 +12%
BCM
1029
BlueCrest Capital Management
Jersey
$1.6M +$1.36M +168,320 New
AIIMS
1030
Analyst IMS Investment Management Services
Israel
$1.59M +$644K +79,600 +90%
KPCM
1031
Kings Point Capital Management
New York
$1.59M – – –
WPW
1032
Waldron Private Wealth
Pennsylvania
$1.58M -$102K -12,600 -7%
MGIM
1033
M&G Investment Management
United Kingdom
$1.58M +$596K +73,640 +79%
PP
1034
Patten & Patten
Tennessee
$1.57M -$25.9K -3,200 -2%
PFS
1035
Physicians Financial Services
North Carolina
$1.57M +$181K +22,400 +16%
FEM
1036
Fulcrum Equity Management
Texas
$1.57M +$1.34M +165,200 New
CT
1037
Columbia Trust
Oregon
$1.56M +$54.7K +6,760 +4%
SWM
1038
Segment Wealth Management
Texas
$1.55M +$30.7K +3,800 +2%
FIB
1039
First Interstate Bank
Montana
$1.54M +$518K +64,040 +65%
PPW
1040
Parcion Private Wealth
Washington
$1.53M +$213K +26,360 +20%
TFA
1041
Toth Financial Advisory
Virginia
$1.52M -$100K -12,400 -7%
IEFM
1042
IQ EQ Fund Management
Ireland
$1.52M -$79.9K -9,880 -6%
HA
1043
Harbor Advisors
Florida
$1.52M – – –
VFM
1044
Viking Fund Management
North Dakota
$1.52M – – –
CM
1045
Crestline Management
Texas
$1.52M +$1.29M +160,000 New
IWP
1046
Icon Wealth Partners
Texas
$1.52M +$648K +80,120 +100%
CIA
1047
Choate Investment Advisors
Massachusetts
$1.52M -$9.71K -1,200 -0.7%
LB
1048
Legacy Bridge
Iowa
$1.51M -$391K -48,280 -23%
LCOV
1049
London Company of Virginia
Virginia
$1.51M – – –
EA
1050
Emerald Advisers
Pennsylvania
$1.5M – – –
40 41
42
43 44