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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1026
Patten Group
Tennessee
$31.1M -$907K -8,971 -3%
CAS
1027
Coppell Advisory Solutions
Texas
$31M +$25.4M +250,981 New
CI
1028
Cigna Investments
Connecticut
$31M -$272K -2,690 -1%
WBC
1029
West Branch Capital
Massachusetts
$31M -$571K -5,650 -2%
MGP
1030
M&G plc
United Kingdom
$30.9M +$1.87M +18,539 +8%
WWM
1031
Western Wealth Management
Colorado
$30.9M +$860K +8,511 +4%
KCM
1032
Kornitzer Capital Management
Kansas
$30.9M +$1.51M +14,945 +6%
CCAM
1033
Codex Capital Asset Management
Texas
$30.9M +$3.25M +32,175 New
SC
1034
Shellback Capital
Massachusetts
$30.9M +$25.3M +249,943 New
BSC
1035
Brown Shipley & Co
United Kingdom
$30.8M -$2.77M -27,349 -10%
CB
1036
Cadence Bank
Mississippi
$30.8M +$33K +326 +0.1%
FC
1037
Forte Capital
New York
$30.7M +$689K +6,813 +3%
FNBOO
1038
First National Bank of Omaha
Nebraska
$30.6M -$222M -2,196,999 -90%
CGL
1039
Clarius Group LLC
Washington
$30.5M -$348K -3,441 -1%
AG
1040
Ascent Group
Virginia
$30.5M +$2.18M +21,555 +10%
BCM
1041
Beck Capital Management
Texas
$30.5M -$2.97M -29,400 -11%
CWM
1042
Concentrum Wealth Management
California
$30.4M -$822K -8,129 -3%
QPWM
1043
Quadrant Private Wealth Management
Pennsylvania
$30.4M +$992K +9,813 +4%
OAM
1044
Ostrum Asset Management
France
$30.3M -$2.63M -25,971 -10%
GAB
1045
German American Bancorp
Indiana
$30.3M +$908K +8,985 +4%
SW
1046
SlateStone Wealth
Florida
$30.2M -$7.98M -78,933 -24%
HCA
1047
Harbor Capital Advisors
Illinois
$30M +$402K +3,978 +2%
HWA
1048
HCR Wealth Advisors
California
$29.9M -$205K -2,028 -0.8%
RWM
1049
Rench Wealth Management
Texas
$29.9M -$378K -3,743 -2%
WSFS
1050
Wilmington Savings Fund Society
Delaware
$29.7M +$2.59M +25,625 +12%
40 41
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