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Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
801
First American Trust
California
$90.7M +$8.52M +31,721 +11%
DAS
802
Diversify Advisory Services
Utah
$90.6M +$6.34M +23,605 +7%
ECM
803
Everence Capital Management
Indiana
$90.5M +$280K +1,043 +0.3%
LCP
804
LGT Capital Partners
Switzerland
$90.5M -$6.12M -22,790 -6%
GHA
805
GW Henssler & Associates
Georgia
$90.3M -$2.25M -8,393 -2%
ANTB
806
AMG National Trust Bank
Colorado
$90.2M -$2.1M -7,806 -2%
YIA
807
YHB Investment Advisors
Connecticut
$90.1M -$2.69M -10,036 -3%
RT
808
Rockland Trust
Massachusetts
$90.1M -$954K -3,552 -1%
WAM
809
Weatherly Asset Management
California
$90.1M -$1.14M -4,240 -1%
BA
810
Birinyi Associates
Connecticut
$90M -$6.44K -24 -0%
CIS
811
Capital International Sarl
California
$89.8M +$29.6M +110,182 +50%
AFG
812
Albion Financial Group
Utah
$89.3M -$3M -11,173 -3%
MPM
813
Meritage Portfolio Management
Kansas
$89.3M -$1.64M -6,121 -2%
OWP
814
Obermeyer Wealth Partners
Colorado
$89M -$3.28M -12,206 -4%
FFM
815
Forum Financial Management
Illinois
$88.6M -$595K -2,216 -0.7%
BFIM
816
Beese Fulmer Investment Management
Ohio
$88M +$1.88M +7,014 +2%
IAIM
817
International Assets Investment Management
Florida
$87.9M +$954K +3,552 +1%
EFS
818
Essex Financial Services
Connecticut
$87.6M -$882K -3,286 -1%
CHAM
819
Clear Harbor Asset Management
Connecticut
$87.5M -$20.1K -75 -0%
WWA
820
WCG Wealth Advisors
Nevada
$87.3M +$38.5M +143,589 +81%
NMIFOAC
821
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$86.8M – – –
CAM
822
Carret Asset Management
New York
$86.6M -$1.06M -3,934 -1%
AIP
823
ARS Investment Partners
New York
$86.5M -$3.53M -13,158 -4%
AC
824
Avestar Capital
New York
$86.1M -$392K -1,460 -0.5%
JAIC
825
Josh Arnold Investment Consultant
Minnesota
$86M -$3.26M -12,133 -4%
31 32
33
34 35