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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1151
Sequoia Financial Advisors
Ohio
$26.7M -$48.1M -326,430 -63%
JWM
1152
JGP Wealth Management
Oregon
$26.7M +$376K +2,554 +1%
FHB
1153
First Hawaiian Bank
Hawaii
$26.6M -$429K -2,911 -2%
MBTD
1154
Mechanics Bank - Trust Department
California
$26.6M +$184K +1,253 +0.7%
TNA
1155
True North Advisors
Texas
$26.6M +$3.85M +26,119 +16%
B
1156
Brightworth
Georgia
$26.6M -$254K -1,723 -0.9%
RWA
1157
River Wealth Advisors
Pennsylvania
$26.5M +$130K +881 +0.5%
MOS
1158
MGO One Seven
Ohio
$26.5M +$72.6K +493 +0.3%
HR
1159
Howe & Rusling
New York
$26.5M -$2.13M -14,474 -7%
IF
1160
Intrua Financial
Texas
$26.5M -$328K -2,226 -1%
BLAM
1161
Bourne Lent Asset Management
New York
$26.5M -$1.22M -8,295 -4%
WA
1162
Wealth Alliance
New York
$26.4M +$301K +2,047 +1%
RCP
1163
Rothschild Capital Partners
New York
$26.4M -$119K -807 -0.4%
PIM
1164
Penobscot Investment Management
Massachusetts
$26.3M -$557K -3,783 -2%
LWM
1165
Lyell Wealth Management
California
$26.3M +$231K +1,569 +0.9%
MAM
1166
Mark Asset Management
New York
$26.3M -$1.67M -11,346 -6%
MIP
1167
Marietta Investment Partners
Wisconsin
$26.3M -$35.3K -240 -0.1%
CWM
1168
Cabot Wealth Management
Massachusetts
$26.3M +$338K +2,293 +1%
TW
1169
TrinityPoint Wealth
Connecticut
$26.2M +$732K +4,975 +3%
EAM
1170
EULAV Asset Management
Florida
$26.2M -$600K -4,075 -2%
RSVP
1171
Ramsay Stattman Vela & Price
Colorado
$26.1M -$231K -1,567 -0.8%
PP
1172
Professional Planning
California
$26.1M -$967K -6,569 -3%
AAP
1173
Aristotle Atlantic Partners
Florida
$26M +$1M +6,801 +4%
GLLW
1174
Graves Light Lenhart Wealth
Virginia
$26M -$105K -714 -0.4%
LSAG
1175
Lake Street Advisors Group
New Hampshire
$25.9M +$6.95M +47,219 +35%
45 46
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48 49