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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1101
CX Institutional
Indiana
$26.6M +$4.93M +38,873 +19%
ISL
1102
Ingalls & Snyder LLC
New York
$26.6M +$3.91M +30,883 +14%
WWA
1103
WCG Wealth Advisors
Nevada
$26.6M -$2.95M -23,257 -9%
LSPW
1104
Lake Street Private Wealth
Illinois
$26.6M -$1.59M -12,525 -5%
TPCW
1105
TD Private Client Wealth
New York
$26.5M +$829K +6,542 +3%
HBT
1106
Hills Bank & Trust
Iowa
$26.5M -$137K -1,082 -0.4%
FNBOO
1107
First National Bank of Omaha
Nebraska
$26.5M +$4.69M +37,016 +18%
TM
1108
TigerOak Management
New Mexico
$26.5M -$206K -1,627 -0.7%
GAG
1109
GM Advisory Group
New York
$26.4M -$866K -6,833 -3%
CWM
1110
Cornerstone Wealth Management
Missouri
$26.3M +$398K +3,138 +1%
JIR
1111
James Investment Research
Ohio
$26.2M -$2.19M -17,292 -7%
TSMHT
1112
Thurston Springer Miller Herd & Titak
Indiana
$26M +$1.1M +8,640 +4%
KFS
1113
Kurt F. Somerville
$26M -$1.07M -8,455 -3%
SHGA
1114
Sand Hill Global Advisors
California
$25.9M -$3.56M -28,108 -11%
CAG
1115
Curtis Advisory Group
California
$25.9M -$13.1K -103 -0%
TAM
1116
Titleist Asset Management
Texas
$25.9M +$1.14M +8,966 +4%
AWM
1117
Avior Wealth Management
Nebraska
$25.8M +$1.15M +9,104 +4%
PCM
1118
Palisade Capital Management
New Jersey
$25.7M +$1.29M +10,141 +4%
SC
1119
Syon Capital
California
$25.7M +$5.1M +40,266 +20%
CI
1120
Cigna Investments
Connecticut
$25.7M -$574K -4,525 -2%
M
1121
Mirova
France
$25.7M +$748K +5,905 +3%
OFS
1122
OMC Financial Services
New York
$25.7M -$1.95M -15,403 -6%
GWM
1123
Geneos Wealth Management
Colorado
$25.7M +$1.76M +13,859 +6%
CA
1124
CoreCap Advisors
Michigan
$25.6M -$327K -2,582 -1%
Twin Tree Management
1125
Twin Tree Management
Texas
$25.6M +$30M +236,554 New