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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1001
Arete Wealth Advisors
Illinois
$34.8M -$485K -3,290 -2%
SWA
1002
SFMG Wealth Advisors
Texas
$34.8M +$1.2M +8,124 +4%
BIP
1003
Blue Investment Partners
California
$34.8M -$1.13M -7,673 -4%
PFS
1004
Physicians Financial Services
North Carolina
$34.8M +$320K +2,166 +1%
PIM
1005
Progressive Investment Management
Oregon
$34.7M +$1.44M +9,791 +5%
AAIM
1006
American Assets Investment Management
California
$34.6M – – –
EVM
1007
Evelyn V. Moreno
$34.6M +$554K +3,752 +2%
AMCA
1008
Arthur M. Cohen & Associates
Illinois
$34.6M -$1.6M -10,838 -5%
UBV
1009
United Bank (Virginia)
Virginia
$34.6M -$1.13M -7,675 -4%
JWM
1010
JGP Wealth Management
Oregon
$34.6M +$637K +4,315 +2%
WAM
1011
Winslow Asset Management
Ohio
$34.5M -$980K -6,643 -3%
OAM
1012
Ostrum Asset Management
France
$34.5M +$30.9M +209,119 New
LSAG
1013
Lake Street Advisors Group
New Hampshire
$34.4M +$89.7K +608 +0.3%
LOAME
1014
Lombard Odier Asset Management (Europe)
United Kingdom
$34.4M -$1.92M -12,997 -6%
CFS
1015
CRA Financial Services
New Jersey
$34.3M +$333K +2,256 +1%
BFC
1016
Blue Fin Capital
Rhode Island
$34.3M -$181K -1,224 -0.6%
RIG
1017
RiverFront Investment Group
Virginia
$34.1M +$2.55M +17,255 +9%
KF
1018
Krilogy Financial
Missouri
$34.1M -$872K -5,912 -3%
VCA
1019
Verdence Capital Advisors
Maryland
$34.1M +$55.2K +374 +0.2%
WTB
1020
Washington Trust Bank
Washington
$34M +$1.52M +10,314 +5%
SBCM
1021
Schwerin Boyle Capital Management
Massachusetts
$34M -$4.21M -28,500 -12%
CCWM
1022
Cassaday & Co Wealth Management
Virginia
$34M -$339K -2,295 -1%
VWA
1023
V Wealth Advisors
Kansas
$34M +$376K +2,551 +1%
AA
1024
ALPS Advisors
Colorado
$33.9M -$2.09M -14,156 -6%
LWM
1025
Laidlaw Wealth Management
New York
$33.9M -$18K -122 -0.1%
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