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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCA
701
Locust Wood Capital Advisers
New York
$91.6M +$9.14M +40,937 +12%
TW
702
TritonPoint Wealth
Maryland
$91.4M -$1.51M -6,763 -2%
EGA
703
Eagle Global Advisors
Texas
$91.2M -$230K -1,031 -0.3%
SSWM
704
Smith Salley Wealth Management
North Carolina
$91.1M +$7.33M +32,810 +9%
KFC
705
Klingenstein Fields & Co
New York
$90.3M -$1.08M -4,842 -1%
DIA
706
Davidson Investment Advisors
Montana
$89.9M +$2.36M +10,590 +3%
CTA
707
Colonial Trust Advisors
South Carolina
$89.8M +$1.67M +7,491 +2%
BPC
708
Banque Pictet & Cie
Switzerland
$89.6M -$1.47M -6,577 -2%
WBC
709
Westpac Banking Corp
Australia
$89.5M -$7.05M -31,580 -8%
VA
710
Vident Advisory
Georgia
$89.5M +$8.24M +36,900 +11%
TFS
711
Thoroughbred Financial Services
Tennessee
$89.3M -$1.89M -8,460 -2%
OHIF
712
Oriental Harbor Investment Fund
Hong Kong
$89.2M +$83.9M +375,756 New
AP
713
Appleton Partners
Massachusetts
$89M -$2.05M -9,202 -2%
LOAMS
714
Lombard Odier Asset Management (Switzerland)
Switzerland
$88.9M +$7.27M +32,554 +9%
CNAM
715
Campbell Newman Asset Management
Wisconsin
$88.4M -$326K -1,459 -0.4%
TF
716
Talbot Financial
Washington
$88.3M +$164K +733 +0.2%
VI
717
Vestcor Inc
New Brunswick, Canada
$87.5M +$7.69M +34,414 +10%
CTI
718
Community Trust & Investment
Kentucky
$86.9M +$1.27M +5,683 +2%
EIA
719
Edgemoor Investment Advisors
Maryland
$86.8M -$1.72M -7,692 -2%
GA
720
GuoLine Advisory
Singapore
$86.6M – – –
MIC
721
Means Investment Company
Maine
$86.3M -$1.41M -6,303 -2%
PWP
722
Principle Wealth Partners
Connecticut
$86.2M +$177K +794 +0.2%
OWP
723
Obermeyer Wealth Partners
Colorado
$86M -$1.23M -5,502 -1%
GKWIM
724
Gerber Kawasaki Wealth & Investment Management
California
$86M +$866K +3,880 +1%
JIP
725
Jaffetilchin Investment Partners
Florida
$85.8M +$14.8M +66,351 +22%
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