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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1001
Bartlett & Co
Ohio
$124K +$4.47K +70 +5%
EDRH
1002
Edmond de Rothschild Holding
Switzerland
$124K -$1.47K -23 -1%
SIMG
1003
Stephens Investment Management Group
Texas
$124K – – –
NS
1004
NBC Securities
Alabama
$123K -$21.4K -335 -18%
CWC
1005
Carolinas Wealth Consulting
North Carolina
$118K +$639 +10 +0.7%
CFB
1006
Cullen/Frost Bankers
Texas
$115K -$317K -4,966 -77%
TVAMP
1007
Tennessee Valley Asset Management Partners
Tennessee
$113K +$92.6K +1,450 New
EWA
1008
EverSource Wealth Advisors
Alabama
$110K -$120K -1,874 -57%
TIM
1009
Tortoise Investment Management
New York
$109K -$25.5K -400 -22%
PIS
1010
POM Investment Strategies
North Carolina
$108K +$88.1K +1,380 New
AW
1011
Avion Wealth
Texas
$107K +$2.55K +40 +3%
PCWA
1012
Pacific Capital Wealth Advisors
California
$107K +$87.5K +1,370 New
VNA
1013
Valley National Advisers
Pennsylvania
$103K +$2.36K +37 +3%
KFS
1014
Kelly Financial Services
Massachusetts
$102K +$4.92K +77 +6%
WTC
1015
WhitTier Trust Company
Nevada
$102K -$2.23K -35 -3%
BONH
1016
Bank of New Hampshire
New Hampshire
$101K – – –
HWA
1017
HHM Wealth Advisors
Tennessee
$98.2K +$702 +11 +0.9%
TFA
1018
Toth Financial Advisory
Virginia
$97.4K -$8.17K -128 -9%
CFG
1019
CKW Financial Group
Hawaii
$95K – – –
MME
1020
Meag Munich Ergo
Germany
$92.5K -$45.3K -710 -38%
TFIPS
1021
Towarzystwo Funduszy Inwestycyjnych PZU SA
$89.5K +$73.4K +1,150 New
SWM
1022
Sugarloaf Wealth Management
Georgia
$87.2K – – –
OSNBOA
1023
Old Second National Bank of Aurora
Illinois
$86.5K – – –
CFO
1024
CVA Family Office
Colorado
$85.9K +$70.4K +1,103 New
RAM
1025
Ramirez Asset Management
New York
$85.7K +$70.2K +1,100 New
39 40
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