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Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
726
Community Financial Services Group
Vermont
$7.06M +$218K +3,858 +3%
TC
727
TwinBeech Capital
New York
$7.05M +$6.84M +121,200 New
PAG
728
Private Advisory Group
Washington
$7.04M +$322K +5,700 +5%
RP
729
Rice Partnership
Hawaii
$6.99M -$174K -3,078 -2%
WFG
730
Wills Financial Group
Virginia
$6.99M +$297K +5,259 +5%
FCH
731
Freestone Capital Holdings
Washington
$6.97M +$22.2K +394 +0.3%
APA
732
American Portfolios Advisors
New York
$6.96M -$437K -7,742 -6%
M
733
MOTCO
Texas
$6.96M +$716K +12,682 +12%
IHL
734
Investment House LLC
California
$6.96M -$167K -2,968 -2%
OIM
735
Opus Investment Management
Massachusetts
$6.96M +$237K +4,200 +4%
CHC
736
City Holding Co
West Virginia
$6.95M +$62.1K +1,100 +0.9%
V
737
Veritable
Delaware
$6.94M -$99.7K -1,766 -1%
AWA
738
ARS Wealth Advisors
Florida
$6.88M +$561K +9,950 +9%
FWM
739
Frontier Wealth Management
Missouri
$6.83M +$872K +15,445 +15%
GC
740
Grimes & Company
Massachusetts
$6.8M +$1.02M +18,160 +18%
PJSIMP
741
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.8M +$104K +1,850 +2%
CCM
742
Coldstream Capital Management
Washington
$6.79M +$72.7K +1,288 +1%
KFP
743
KMG Fiduciary Partners
Ohio
$6.77M +$412K +7,300 +7%
BCA
744
Bernzott Capital Advisors
California
$6.76M -$554K -9,821 -8%
EM
745
Excalibur Management
Massachusetts
$6.73M +$265K +4,690 +4%
NLGIA
746
Nippon Life Global Investors Americas
New York
$6.72M -$7.99M -141,550 -55%
LNB
747
Ledyard National Bank
$6.72M +$220K +3,891 +3%
NCM
748
Nelson Capital Management
California
$6.71M -$296K -5,248 -4%
FB
749
Fulton Bank
Pennsylvania
$6.7M -$182K -3,223 -3%
BAM
750
Belpointe Asset Management
Nevada
$6.69M +$345K +6,117 +6%
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