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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
751
Clear Harbor Asset Management
Connecticut
$54M +$14M +94,960 +41%
AIM
752
Allen Investment Management
New York
$54M +$371K +2,516 +0.8%
NEI
753
Northwest & Ethical Investments
Ontario, Canada
$53.9M +$317K +2,150 +0.7%
BIAS
754
Beacon Investment Advisory Services
New Jersey
$53.6M -$3.36M -22,804 -7%
RIL
755
Rothschild Investment LLC
Illinois
$53.5M -$243K -1,648 -0.5%
AC
756
Avenir Corporation
Virginia
$53.3M -$979K -6,634 -2%
OWM
757
Opes Wealth Management
California
$53.3M -$198K -1,341 -0.4%
LDB
758
Lee, Danner & Bass
Tennessee
$53.2M -$2.02M -13,680 -4%
MA
759
Montag & Associates
Georgia
$53M -$686K -4,646 -1%
GIP
760
Granite Investment Partners
California
$53M -$3.49M -23,678 -7%
FFM
761
Forum Financial Management
Illinois
$53M +$2.35M +15,960 +5%
GAI
762
General American Investors
New York
$52.9M – – –
AAM
763
Aureus Asset Management
Massachusetts
$52.9M -$4.55M -30,832 -9%
WDA
764
Wendell David Associates
New Hampshire
$52.5M -$786K -5,330 -2%
CCG
765
Ceeto Capital Group
Florida
$52.1M -$124K -842 -0.3%
SIMG
766
Sonora Investment Management Group
Arizona
$52.1M -$426K -2,889 -0.9%
SFS
767
Sowell Financial Services
Arkansas
$52M -$16.1M -109,346 -26%
TFS
768
Thoroughbred Financial Services
Tennessee
$51.8M -$199K -1,350 -0.4%
MGIM
769
M&G Investment Management
United Kingdom
$51.8M +$7.02M +47,575 +18%
USCWA
770
U.S. Capital Wealth Advisors
Texas
$51.7M -$1.04M -7,036 -2%
FB
771
Fulton Bank
Pennsylvania
$51.6M +$35K +237 +0.1%
PWAG
772
Polaris Wealth Advisory Group
California
$51.6M -$1.44M -9,767 -3%
ECM
773
Evergreen Capital Management
Washington
$51.5M -$948K -6,424 -2%
FCBT
774
First Citizens Bank & Trust
North Carolina
$51.5M +$7.17M +48,626 +18%
JIP
775
Jaffetilchin Investment Partners
Florida
$51.5M +$360K +2,438 +0.8%
29 30
31
32 33