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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
726
Atria Investments
North Carolina
$25.8M -$6.73M -91,580 -18%
KLWA
727
Kelly Lawrence W & Associates
California
$25.8M -$11.9M -161,820 -29%
SSWM
728
Smith Salley Wealth Management
North Carolina
$25.8M -$2.67M -36,372 -8%
BFA
729
Beaumont Financial Advisors
Massachusetts
$25.7M -$1.75M -23,764 -6%
GAI
730
General American Investors
New York
$25.7M +$5M +68,000 +20%
BWP
731
Baldwin Wealth Partners
Massachusetts
$25.6M -$2.34M -31,752 -7%
KPCM
732
Kings Point Capital Management
New York
$25.6M +$63.5K +864 +0.2%
BHWM
733
Bar Harbor Wealth Management
New Hampshire
$25.6M +$1.72M +23,400 +6%
SCI
734
S&CO Inc
Massachusetts
$25.5M -$101K -1,380 -0.3%
JWBC
735
J.W. Burns & Co
New York
$25.5M -$600K -8,152 -2%
BC
736
Brinker Capital
Pennsylvania
$25.5M -$4.36M -59,228 -13%
CB
737
Community Bank
New York
$25.5M -$152K -2,068 -0.5%
VFA
738
Voya Financial Advisors
Connecticut
$25.4M -$1.69M -22,988 -5%
M2MC
739
Matthew 25 Management Corp
Pennsylvania
$25.4M -$4.41M -60,000 -13%
FA
740
Friess Associates
Delaware
$25.4M +$29.4M +400,000 New
BFIM
741
Beese Fulmer Investment Management
Ohio
$25.4M -$622K -8,456 -2%
CWM
742
Cornerstone Wealth Management
Missouri
$25.3M +$1.35M +18,412 +5%
KCM
743
Kanawha Capital Management
Virginia
$25.3M +$955K +12,988 +3%
IAIM
744
International Assets Investment Management
Florida
$25M +$50.6M +688,236 New
VCM
745
Vigilant Capital Management
Maine
$25M -$3.52M -47,828 -11%
PG
746
Pendal Group
Australia
$25M -$8.89M -120,816 -24%
WDA
747
Wendell David Associates
New Hampshire
$24.9M -$678K -9,216 -2%
PPCM
748
Pillar Pacific Capital Management
California
$24.9M -$841K -11,440 -3%
SFA
749
Sequoia Financial Advisors
Ohio
$24.8M -$2.1M -28,552 -7%
HR
750
Howe & Rusling
New York
$24.8M -$6.15M -83,612 -18%
28 29
30
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