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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Cabot Wealth Management
Massachusetts
$21.8M -$2.33M -16,327 -9%
CA
1227
Continuum Advisory
Idaho
$21.8M -$4.03M -28,201 -13%
TAM
1228
Todd Asset Management
Kentucky
$21.7M -$6.19M -43,334 -21%
SVCP
1229
Silicon Valley Capital Partners
California
$21.6M -$4.98M -34,816 -17%
WAG
1230
Winthrop Advisory Group
Massachusetts
$21.6M +$74.6K +522 +0.3%
KC
1231
Knuff & Co
California
$21.5M +$34.6K +242 +0.1%
IIA
1232
IPG Investment Advisors
California
$21.5M -$1.22M -8,565 -5%
B
1233
BetterWealth
California
$21.5M -$73K -511 -0.3%
AC
1234
Addenda Capital
Quebec, Canada
$21.5M -$1.01M -7,082 -4%
DI
1235
DFPG Investments
Utah
$21.5M +$6.79M +47,533 +42%
SFG
1236
SNS Financial Group
Minnesota
$21.5M -$39.2K -274 -0.2%
FMAEN1
1237
Fund Management at Engine No 1
California
$21.4M +$2.77M +19,358 +13%
FNBTCON
1238
First National Bank & Trust Co of Newtown
Pennsylvania
$21.3M -$109K -760 -0.5%
PJSIMP
1239
P.J. Schmidt Investment Management (PJS)
Wisconsin
$21.3M -$2.01M -14,056 -8%
GWS
1240
Glassman Wealth Services
Virginia
$21.3M +$43.2K +302 +0.2%
KAM
1241
Knightsbridge Asset Management
California
$21.2M +$219K +1,531 +0.9%
FM
1242
Freemont Management
Switzerland
$21.2M – – –
CW
1243
CreativeOne Wealth
Kansas
$21.2M +$437K +3,058 +2%
LFG
1244
Lazard Frères Gestion
France
$21.2M +$373K +2,611 +2%
FMTC
1245
Farmers & Merchants Trust Company
California
$21.1M -$603K -4,220 -3%
KCPG
1246
Kavar Capital Partners Group
Kansas
$21.1M +$113K +792 +0.5%
SFM
1247
Signet Financial Management
New Jersey
$21.1M -$345K -2,415 -1%
PIP
1248
Peachtree Investment Partners
Florida
$21.1M -$3.03M -21,171 -12%
VA
1249
Valmark Advisers
Ohio
$21.1M +$126K +879 +0.5%
CCB
1250
Country Club Bank
Missouri
$21M -$532K -3,720 -2%
48 49
50
51 52