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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1276
Cabot Wealth Management
Massachusetts
$34.3M -$120K -516 -0.3%
GIM
1277
Goelzer Investment Management
Indiana
$34.3M +$242K +1,044 +0.7%
SMC
1278
Smith, Moore & Co
Missouri
$34.3M -$3.62M -15,611 -9%
PIM
1279
Progressive Investment Management
Oregon
$34.2M -$732K -3,160 -2%
PJSIMP
1280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$34.1M -$392K -1,694 -1%
AO
1281
Advisor OS
Illinois
$34.1M -$896K -3,869 -2%
KC
1282
Knuff & Co
California
$34M -$2.62M -11,300 -7%
KJWM
1283
Kiley Juergens Wealth Management
Washington
$34M -$1.03M -4,447 -3%
GFP
1284
Gryphon Financial Partners
Ohio
$34M +$598K +2,583 +2%
ELI
1285
Empire Life Investments
Ontario, Canada
$34M +$3.15M +13,604 +10%
SWM
1286
Segment Wealth Management
Texas
$33.9M +$1.03M +4,453 +3%
JC
1287
JB Capital
Connecticut
$33.9M -$17.8K -77 -0.1%
NG
1288
Northstar Group
New York
$33.9M -$1.17M -5,068 -3%
SCA
1289
Sage Capital Advisors
South Dakota
$33.8M -$1.35M -5,819 -4%
CCM
1290
Conway Capital Management
California
$33.8M -$1.3M -5,632 -4%
TB
1291
Terril Brothers
Missouri
$33.8M – – –
AG
1292
Algert Global
California
$33.7M +$2.83M +12,213 +9%
CGL
1293
Clarius Group LLC
Washington
$33.7M +$4.23M +18,258 +14%
SFP
1294
Sandbox Financial Partners
Maryland
$33.5M -$526K -2,270 -1%
DAM
1295
Draper Asset Management
New York
$33.5M -$3.58M -15,436 -9%
WAG
1296
Winthrop Advisory Group
Massachusetts
$33.5M -$919K -3,965 -3%
FNFDCM
1297
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$33.4M -$1.03M -4,445 -3%
SCM
1298
Schnieders Capital Management
California
$33.4M -$1.2M -5,176 -3%
FI
1299
Firetrail Investments
Australia
$33.4M +$1.23M +5,315 +4%
LSPW
1300
Lake Street Private Wealth
Illinois
$33.4M -$2.48M -10,715 -7%
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