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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Meridian Wealth Management
Kentucky
$67.3M +$667K +3,829 +1%
SCI
727
S&CO Inc
Massachusetts
$67.2M -$6.17M -35,411 -9%
GIM
728
Grassi Investment Management
California
$67.2M -$151K -869 -0.3%
PAS
729
Park Avenue Securities
New York
$67.2M +$1.45M +8,322 +2%
USAA
730
United Services Automobile Association
Texas
$67.1M +$138K +792 +0.2%
LIA
731
LS Investment Advisors
Michigan
$66.7M -$289K -1,659 -0.5%
CRC
732
Curi RMB Capital
Illinois
$66.6M -$289K -1,658 -0.5%
FFA
733
First Foundation Advisors
California
$66.5M -$8.55M -49,067 -13%
CCA
734
Cobblestone Capital Advisors
New York
$66.5M -$1.14M -6,565 -2%
GKWIM
735
Gerber Kawasaki Wealth & Investment Management
California
$66.3M -$78.1K -448 -0.1%
FBB
736
Fulton Breakefield Broenniman
Maryland
$66.3M -$189K -1,086 -0.3%
IAIM
737
International Assets Investment Management
Florida
$66.3M -$3.52M -20,191 -4%
TA
738
TRB Advisors
New York
$65.9M – – –
USCWA
739
U.S. Capital Wealth Advisors
Texas
$65.9M +$4.54M +26,049 +8%
LI
740
LMCG Investments
Massachusetts
$65.9M -$8.29M -47,589 -12%
BFIM
741
Beese Fulmer Investment Management
Ohio
$65.6M -$1.28M -7,320 -2%
GHA
742
GW Henssler & Associates
Georgia
$65.6M -$226K -1,296 -0.4%
MAM
743
Martingale Asset Management
Massachusetts
$65.4M +$19.9M +114,201 +51%
BIAS
744
Beacon Investment Advisory Services
New Jersey
$65M +$1.72M +9,868 +3%
NMIFOAC
745
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$64.9M -$3.31M -19,000 -5%
HSA
746
HBK Sorce Advisory
Pennsylvania
$64.8M -$565K -3,245 -1%
FCH
747
Freestone Capital Holdings
Washington
$64.5M -$489K -2,808 -0.8%
TAM
748
Taurus Asset Management
New York
$64.5M -$878K -5,038 -1%
WP
749
Wedgewood Partners
Missouri
$64M -$4.69M -26,923 -8%
AIM
750
Allen Investment Management
New York
$63.5M – – –
28 29
30
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