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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1176
WealthSource Partners
California
$32.5M -$1.41M -8,928 -5%
KC
1177
Knuff & Co
California
$32.4M +$1.14M +7,241 +4%
RCP
1178
Rothschild Capital Partners
New York
$32.4M -$656K -4,151 -2%
CI
1179
Conning Inc
Connecticut
$32.3M -$4.02M -25,461 -12%
PIM
1180
Penobscot Investment Management
Massachusetts
$32.3M -$613K -3,877 -2%
TCM
1181
Thames Capital Management
New Jersey
$32.3M -$91.5K -579 -0.3%
MBTD
1182
Mechanics Bank - Trust Department
California
$32.3M -$1.02M -6,445 -3%
QCG
1183
Quadrant Capital Group
Ohio
$32.3M +$1.41M +8,894 +5%
DBT
1184
Dubuque Bank & Trust
Iowa
$32.2M -$2.47M -15,639 -8%
RSVP
1185
Ramsay Stattman Vela & Price
Colorado
$32.2M -$533K -3,371 -2%
FHB
1186
First Hawaiian Bank
Hawaii
$32.2M -$1.11M -7,001 -4%
JAM
1187
JCIC Asset Management
Ontario, Canada
$32.1M -$207K -1,310 -0.7%
SAM
1188
Secure Asset Management
Michigan
$32M -$1.39M -8,817 -5%
NGA
1189
Naples Global Advisors
Florida
$32M -$109K -690 -0.4%
IG
1190
Ithaka Group
Virginia
$32M +$5.18M +32,792 +22%
FSA
1191
Fort Sheridan Advisors
Illinois
$31.9M +$838K +5,304 +3%
IF
1192
Intrua Financial
Texas
$31.9M +$287K +1,819 +1%
KA
1193
Klingman & Associates
New York
$31.8M +$1.07M +6,747 +4%
B
1194
BetterWealth
California
$31.8M +$28.3M +178,854 New
BFG
1195
Berger Financial Group
Minnesota
$31.7M +$15.1M +95,831 +116%
1IA
1196
1834 Investment Advisors
Wisconsin
$31.7M -$383K -2,422 -1%
SFFS
1197
Stonehage Fleming Financial Services
Jersey
$31.6M +$65.1K +412 +0.2%
FRA
1198
Front Row Advisors
California
$31.6M +$82.7K +523 +0.3%
PCM
1199
Princeton Capital Management
New Jersey
$31.6M +$35.7K +226 +0.1%
GLA
1200
Good Life Advisors
Pennsylvania
$31.6M -$2.46M -15,564 -8%
46 47
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