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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
651
Alta Capital Management
Utah
$117M -$4.01M -17,030 -4%
CK
652
Cohen Klingenstein
New York
$117M -$49.7M -210,980 -31%
BMCM
653
Bryn Mawr Capital Management
Pennsylvania
$116M +$3.68M +15,599 +3%
IFG
654
Independent Financial Group
California
$116M +$1.79M +7,590 +2%
WANY
655
Wealthspire Advisors (New York)
New York
$116M +$5.85M +24,823 +6%
IWM
656
IHT Wealth Management
Illinois
$115M -$30.9M -131,017 -22%
AIP
657
Ameritas Investment Partners
Nebraska
$115M +$2.05M +8,694 +2%
AT
658
Avalon Trust
New Mexico
$115M -$703K -2,985 -0.6%
MC
659
Moors & Cabot
Massachusetts
$115M +$5.86M +24,852 +6%
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$114M -$2.72M -11,553 -2%
HCM
661
Howard Capital Management
Georgia
$114M +$7.5M +31,832 +8%
EWM
662
Empirical Wealth Management
Washington
$114M +$3.25M +13,781 +3%
ACIM
663
Azimuth Capital Investment Management
Michigan
$113M -$2.07M -8,800 -2%
VCAM
664
Van Cleef Asset Management
Ohio
$113M -$659K -2,798 -0.6%
CG
665
Caprock Group
Idaho
$113M +$2.1M +8,923 +2%
CCM
666
Chilton Capital Management
Texas
$113M -$3.29M -13,952 -3%
AC
667
Allstate Corporation
Illinois
$113M +$103M +438,471 +3,368%
DAS
668
Dynamic Advisor Solutions
Arizona
$113M -$9.14M -38,781 -8%
RIG
669
RiverFront Investment Group
Virginia
$112M +$12.4M +52,428 +13%
WGAM
670
Wilkinson Global Asset Management
New York
$112M -$869K -3,686 -0.8%
DFG
671
Delta Financial Group
New Jersey
$111M -$772K -3,277 -0.7%
CIA
672
Capital Investment Advisors
Georgia
$111M +$1.37M +5,833 +1%
OWM
673
Opes Wealth Management
California
$111M -$42.9M -181,868 -29%
FMI
674
F/M Investments
District of Columbia
$111M -$5.17M -21,934 -5%
O
675
Ossiam
France
$111M -$29.9M -127,028 -22%
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