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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1076
Gemmer Asset Management
California
$1.94M +$1.42M +121,720 +554%
SFG
1077
SevenBridge Financial Group
Pennsylvania
$1.94M -$316K -27,120 -16%
SS
1078
Sunbelt Securities
Texas
$1.94M +$429K +36,840 +35%
PTC
1079
Private Trust Company
Ohio
$1.92M +$101K +8,720 +7%
PWM
1080
PRW Wealth Management
Massachusetts
$1.91M -$449K -38,600 -21%
PFS
1081
Physicians Financial Services
North Carolina
$1.91M -$279K -24,000 -15%
RP
1082
Rice Partnership
Hawaii
$1.91M +$1.64M +140,760 New
CA
1083
Cullinan Associates
Kentucky
$1.89M +$1.63M +140,000 New
WA
1084
Winfield Associates
Ohio
$1.89M -$22.3K -1,920 -1%
WPW
1085
Waldron Private Wealth
Pennsylvania
$1.89M -$314K -26,960 -16%
SAM
1086
Silvercrest Asset Management
New York
$1.89M +$524K +45,040 +48%
GFP
1087
Gryphon Financial Partners
Ohio
$1.87M -$90.8K -7,800 -5%
EHWM
1088
Eads & Heald Wealth Management
Georgia
$1.86M -$619K -53,200 -28%
KFP
1089
KMG Fiduciary Partners
Ohio
$1.85M -$1.09M -93,960 -41%
DCM
1090
Davidson Capital Management
Texas
$1.84M +$330K +28,360 +26%
IWC
1091
Integrated Wealth Concepts
Massachusetts
$1.84M +$215K +18,520 +16%
CC
1092
Cedar Capital
Illinois
$1.83M +$149K +12,800 +10%
TW
1093
TrinityPoint Wealth
Connecticut
$1.83M +$209K +17,920 +15%
CTA
1094
Chesley Taft & Associates
Illinois
$1.82M +$1.25M +107,280 +393%
PP
1095
Patten & Patten
Tennessee
$1.82M -$363K -31,200 -19%
HIS
1096
Horizon Investment Services
Indiana
$1.81M -$66.1K -5,680 -4%
DA
1097
Doliver Advisors
Texas
$1.81M -$2.52M -216,920 -62%
SBSB
1098
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.8M -$75.4K -6,480 -5%
BPM
1099
Bowling Portfolio Management
Ohio
$1.8M +$1.55M +133,120 New
MIM
1100
Moseley Investment Management
Florida
$1.8M -$115K -9,920 -7%
42 43
44
45 46