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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1001
Darwin Wealth Management
Florida
$2.52M +$513K +6,998 +25%
BCM
1002
BTC Capital Management
Iowa
$2.52M +$242K +3,307 +10%
KFP
1003
KMG Fiduciary Partners
Ohio
$2.52M +$250K +3,410 +11%
CCM
1004
Chickasaw Capital Management
Tennessee
$2.52M +$3.67K +50 +0.1%
OCBCO
1005
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.5M +$942K +12,845 +63%
SBH
1006
Segall Bryant & Hamill
Illinois
$2.47M +$2.51M +34,175 New
LCM
1007
Legato Capital Management
California
$2.44M -$776K -10,583 -24%
DA
1008
Dover Advisors
Virginia
$2.44M +$151K +2,063 +7%
NP
1009
Nilsine Partners
Colorado
$2.43M +$33.9K +462 +1%
MIC
1010
Meridian Investment Counsel
California
$2.43M -$19.6K -267 -0.8%
RSWM
1011
Robertson Stephens Wealth Management
California
$2.43M -$13.1K -179 -0.5%
PWW
1012
Pettyjohn Wood & White
Virginia
$2.43M +$105K +1,433 +4%
GKWIM
1013
Gerber Kawasaki Wealth & Investment Management
California
$2.42M -$1.69M -23,000 -41%
KA
1014
Kercheville Advisors
Texas
$2.41M -$176K -2,400 -7%
SIA
1015
Sit Investment Associates
Minnesota
$2.4M – – –
KJWM
1016
Kiley Juergens Wealth Management
Washington
$2.4M -$319K -4,350 -12%
SCM
1017
Saba Capital Management
New York
$2.39M – – –
FRM
1018
Fox Run Management
Connecticut
$2.39M +$2.43M +33,134 New
TG
1019
TCW Group
California
$2.38M -$84.7K -1,155 -3%
PP
1020
Postrock Partners
Oregon
$2.38M +$20.2K +275 +0.8%
XWM
1021
Xcel Wealth Management
Florida
$2.36M -$1M -13,671 -29%
PCM
1022
Penserra Capital Management
California
$2.32M -$5.1M -69,557 -68%
MLIM
1023
Mountain Lake Investment Management
Florida
$2.32M +$2.35M +32,098 New
CFD
1024
Creative Financial Designs
Indiana
$2.32M +$394K +5,370 +20%
VVP
1025
Venture Visionary Partners
Ohio
$2.3M +$44K +600 +2%
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