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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1001
BBR Partners
New York
$41M -$10M -63,247 -22%
CCG
1002
Cypress Capital Group
Florida
$41M +$938K +5,938 +3%
BWM
1003
Buckley Wealth Management
Nevada
$40.9M -$1.82M -11,496 -5%
AI
1004
Accredited Investors
Minnesota
$40.8M -$1.52M -9,638 -4%
BWM
1005
Brickley Wealth Management
California
$40.8M +$111K +704 +0.3%
PWAG
1006
Polaris Wealth Advisory Group
California
$40.8M +$553K +3,502 +2%
MSE
1007
MUFG Securities EMEA
United Kingdom
$40.6M -$182M -1,152,511 -83%
SPC
1008
Stewart & Patten Company
California
$40.5M -$989K -6,257 -3%
CA
1009
CapWealth Advisors
Tennessee
$40.5M -$818K -5,179 -2%
LWM
1010
Laidlaw Wealth Management
New York
$40.4M -$724K -4,583 -2%
HI
1011
Hendershot Investments
Virginia
$40.3M +$3.44M +21,771 +11%
EWM
1012
Edge Wealth Management
New York
$40.2M +$778K +4,924 +2%
SRC
1013
Shufro Rose & Co
New York
$40.1M -$617K -3,906 -2%
IAN
1014
Integrated Advisors Network
Texas
$40.1M +$472K +2,986 +1%
TW
1015
Transform Wealth
Colorado
$40.1M -$67.8K -429 -0.2%
BFC
1016
Blue Fin Capital
Rhode Island
$40M -$435K -2,751 -1%
VSI
1017
Verde Servicos Internacionais
Brazil
$40M +$35.6M +225,298 New
BFIC
1018
Bedell Frazier Investment Counselling
California
$40M -$54.7K -346 -0.2%
GIA
1019
Gladstone Institutional Advisory
Florida
$40M +$3.36M +21,254 +10%
MCM
1020
Manchester Capital Management
Vermont
$39.9M -$35.3M -223,623 -50%
RPC
1021
Rossmore Private Capital
Connecticut
$39.9M -$194K -1,230 -0.5%
GAG
1022
GM Advisory Group
New York
$39.9M +$96.7K +612 +0.3%
FM
1023
Foster & Motley
Ohio
$39.9M -$349K -2,209 -1%
SS
1024
Simplicity Solutions
Minnesota
$39.9M +$17.2M +108,630 +94%
CA
1025
Callahan Advisors
Texas
$39.9M -$662K -4,187 -2%
39 40
41
42 43