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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1126
Gradient Investments
Minnesota
$13.6M -$6.67M -90,724 -30%
C
1127
Certuity
Florida
$13.5M -$1.6M -21,812 -9%
BO
1128
BRR OpCo
Ohio
$13.5M +$1.22M +16,656 +9%
TGAM
1129
TBH Global Asset Management
Tennessee
$13.5M -$3.13M -42,508 -17%
EDRH
1130
Edmond de Rothschild Holding
Switzerland
$13.5M -$3.03M -41,152 -16%
SDJVC
1131
St. Denis J. Villere & Co
Louisiana
$13.4M -$36.8K -500 -0.2%
MBTD
1132
Mechanics Bank - Trust Department
California
$13.4M -$302K -4,108 -2%
WCF
1133
West Coast Financial
California
$13.4M -$510K -6,932 -3%
WM
1134
WS Management
Florida
$13.4M -$5.88M -80,000 -27%
CL
1135
CIM LLC
New York
$13.4M -$494K -6,720 -3%
CCM
1136
Campbell Capital Management
Florida
$13.4M -$327K -4,452 -2%
AWA
1137
ARS Wealth Advisors
Florida
$13.4M -$650K -8,836 -4%
EWM
1138
Elite Wealth Management
Washington
$13.4M +$6.77M +92,012 +78%
AAIM
1139
American Assets Investment Management
California
$13.3M – – –
PCIA
1140
Prime Capital Investment Advisors
Kansas
$13.3M +$3.95M +53,712 +27%
PAS
1141
Professional Advisory Services
Florida
$13.3M +$14.9M +203,248 +3,369%
TYCC
1142
Texas Yale Capital Corp
Florida
$13.3M +$2.94K +40 +0%
DLCIG
1143
D.L. Carlson Investment Group
New Hampshire
$13.3M +$254K +3,460 +2%
EAM
1144
EULAV Asset Management
Florida
$13.2M +$6.2M +84,244 +68%
MCM
1145
Mitchell Capital Management
Kansas
$13.2M +$160K +2,180 +1%
OSAM
1146
O'Shaughnessy Asset Management
Connecticut
$13.2M +$10.6M +143,772 +225%
B
1147
Brightworth
Georgia
$13.2M -$404K -5,492 -3%
JAM
1148
JCIC Asset Management
Ontario, Canada
$13.2M -$541K -7,356 -3%
GH
1149
GAM Holding
Switzerland
$13.2M +$1.58M +21,448 +12%
KA
1150
Klingman & Associates
New York
$13.1M +$1.2M +16,364 +9%
44 45
46
47 48