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Name Holding Trade Value Shares
Change 		Change in
Stake
CTI
751
Community Trust & Investment
Kentucky
$91M -$2.2M -9,327 -3%
WI
752
Wahed Invest
New York
$91M +$2.82M +11,950 +3%
FIA
753
Foundations Investment Advisors
Arizona
$90.9M +$5.07M +21,507 +6%
AP
754
Appleton Partners
Massachusetts
$90.8M -$4.5M -19,085 -5%
WIM
755
WealthPlan Investment Management
Nebraska
$90.6M +$1.19M +5,039 +1%
WA
756
Wealth Alliance
New York
$90.6M +$399K +1,695 +0.5%
EIA
757
Edgemoor Investment Advisors
Maryland
$90.5M -$2.62M -11,119 -3%
MTC
758
McDaniel Terry & Co
Texas
$90.5M +$294K +1,248 +0.3%
VCM
759
Voleon Capital Management
California
$90.4M +$85.1M +361,182 New
BWM
760
Brickley Wealth Management
California
$90.2M +$3.32M +14,093 +4%
CNAM
761
Campbell Newman Asset Management
Wisconsin
$90M -$4.64M -19,687 -5%
WAM
762
Weatherly Asset Management
California
$89.8M -$1.66M -7,029 -2%
MWM
763
Meridian Wealth Management
Kentucky
$89.7M -$894K -3,795 -1%
ECM
764
Evergreen Capital Management
Washington
$89.7M -$113K -481 -0.1%
KFGK
765
Keystone Financial Group (Kentucky)
Kentucky
$89.4M +$37.5M +159,259 +79%
NSAM
766
North Star Asset Management
Wisconsin
$89.1M +$9.24M +39,188 +12%
YIA
767
YHB Investment Advisors
Connecticut
$88.5M -$852K -3,616 -1%
BP
768
Ballentine Partners
Massachusetts
$88.4M +$1.69M +7,169 +2%
SWM
769
SeaCrest Wealth Management
New York
$88.3M +$154K +652 +0.2%
FAIM
770
Financial Advocates Investment Management
Washington
$88.3M -$3.21M -13,633 -4%
AFG
771
Albion Financial Group
Utah
$87.9M +$561K +2,381 +0.7%
USAA
772
United Services Automobile Association
Texas
$87.6M +$1.37M +5,830 +2%
CWM
773
Cornerstone Wealth Management
Missouri
$87.4M +$22.2K +94 +0%
VVP
774
Venture Visionary Partners
Ohio
$87.1M -$320K -1,356 -0.4%
MYLI
775
Meiji Yasuda Life Insurance
Japan
$87M +$8.18M +34,715 +11%
29 30
31
32 33