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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
926
Clough Capital Partners
Massachusetts
$8.01M -$2.12M -11,620 -22%
SWM
927
Segment Wealth Management
Texas
$8.01M +$141K +770 +2%
LW
928
Linscomb Wealth
Texas
$8M +$1.11M +6,098 +17%
SSB
929
Sandy Spring Bank
Maryland
$7.99M +$346K +1,894 +5%
EWA
930
Exencial Wealth Advisors
Oklahoma
$7.97M +$5.75M +31,473 +322%
RWA
931
River Wealth Advisors
Pennsylvania
$7.93M +$888K +4,861 +13%
BHWM
932
Bar Harbor Wealth Management
New Hampshire
$7.92M +$392K +2,147 +6%
ZIM
933
Zacks Investment Management
Illinois
$7.91M +$154K +842 +2%
CK
934
Cohen Klingenstein
New York
$7.88M – – –
CCP
935
Corient Capital Partners
California
$7.81M +$1.19M +6,509 +19%
NCM
936
Novare Capital Management
North Carolina
$7.8M -$188K -1,030 -2%
LCM
937
Liberty Capital Management
Michigan
$7.78M -$440K -2,407 -6%
WA
938
Wealth Advisors
California
$7.78M +$6.39K +35 +0.1%
FHB
939
First Hawaiian Bank
Hawaii
$7.76M -$1.1M -6,024 -13%
SW
940
SlateStone Wealth
Florida
$7.76M +$5.66K +31 +0.1%
FG
941
Fiduciary Group
Georgia
$7.76M -$128K -702 -2%
MBTD
942
Mechanics Bank - Trust Department
California
$7.75M +$182K +994 +3%
CAM
943
Cresset Asset Management
Illinois
$7.74M +$1.75M +9,582 +31%
SCC
944
Steel Canyon Capital
Arizona
$7.74M +$4.18M +22,889 +133%
HHMI
945
Howard Hughes Medical Institute
Maryland
$7.73M – – –
SM
946
Selkirk Management
New Jersey
$7.73M – – –
AF
947
Ally Financial
Michigan
$7.73M +$913K +5,000 +14%
RA
948
Rovida Advisors
Florida
$7.72M +$7.31M +40,000 New
RWP
949
RWA Wealth Partners
Massachusetts
$7.71M +$63.2K +346 +0.9%
MFAM
950
Motley Fool Asset Management
Virginia
$7.71M +$236K +1,291 +3%
36 37
38
39 40