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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1276
Liberty Wealth Management
California
$15.4M -$711K -9,172 -5%
FSA
1277
Fort Sheridan Advisors
Illinois
$15.4M +$1.96M +25,264 +18%
HRC
1278
Hoertkorn Richard Charles
$15.3M -$442K -5,700 -3%
EW
1279
Evoke Wealth
California
$15.3M +$462K +5,960 +4%
KC
1280
Knuff & Co
California
$15.3M +$686K +8,848 +6%
DW
1281
Domani Wealth
Pennsylvania
$15.3M -$310K -3,996 -2%
SCM
1282
SCS Capital Management
Massachusetts
$15.2M – – –
SIMM
1283
Stillwater Investment Management (Minnesota)
Minnesota
$15.2M -$201K -2,588 -2%
PIP
1284
Peachtree Investment Partners
Florida
$15.2M +$1.27M +16,332 +11%
MAM
1285
Madison Asset Management
Wisconsin
$15.2M -$25.4K -328 -0.2%
CCM
1286
Chickasaw Capital Management
Tennessee
$15.2M -$2.58M -33,300 -17%
BCM
1287
Blume Capital Management
California
$15.2M -$317K -4,096 -2%
RG
1288
Rikoon Group
New Mexico
$15.1M -$536K -6,920 -4%
CAAS
1289
Capital Asset Advisory Services
Michigan
$15.1M +$1.41M +18,148 +15%
NG
1290
Northstar Group
New York
$15.1M -$389K -5,020 -3%
FI
1291
FormulaFolio Investments
Michigan
$15.1M -$858K -11,076 -6%
MJP
1292
Michael J. Puzo
$15.1M -$753K -9,716 -6%
SC
1293
Slow Capital
California
$15.1M -$153K -1,968 -1%
BCM
1294
Banyan Capital Management
Georgia
$15.1M -$44.6K -576 -0.3%
VAS
1295
Valicenti Advisory Services
New York
$15M -$192K -2,472 -1%
RSWM
1296
Robertson Stephens Wealth Management
California
$15M +$1.05M +13,572 +9%
SFG
1297
SevenBridge Financial Group
Pennsylvania
$15M -$290K -3,740 -2%
LC
1298
Lindbrook Capital
California
$15M +$1.12M +14,504 +10%
TNBTD
1299
Trustmark National Bank Trust Department
Mississippi
$15M +$1.35M +17,428 +12%
HCM
1300
Howland Capital Management
Massachusetts
$15M +$1.36M +17,560 +12%
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