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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
1301
Zevin Asset Management
Massachusetts
$20.5M -$840K -5,550 -4%
AMBIA
1302
Allen Mooney & Barnes Investment Advisors
Georgia
$20.4M +$822K +5,427 +4%
RT
1303
Rockland Trust
Massachusetts
$20.4M -$1.07M -7,039 -5%
SAM
1304
Sabadell Asset Management
Spain
$20.4M – – –
AWP
1305
Ascent Wealth Partners
New York
$20.4M -$93.7K -619 -0.4%
BCMO
1306
Buckingham Capital Management (Ohio)
Ohio
$20.4M -$207K -1,366 -0.9%
SB
1307
Strategic Blueprint
Georgia
$20.4M +$1.53M +10,106 +7%
CG
1308
CFO4Life Group
Texas
$20.4M -$134K -884 -0.6%
QPWM
1309
Quadrant Private Wealth Management
Pennsylvania
$20.3M -$54.1K -357 -0.2%
AWA
1310
Arete Wealth Advisors
Illinois
$20.3M +$572K +3,774 +3%
SWM
1311
Segment Wealth Management
Texas
$20.3M -$203K -1,342 -0.9%
MWM
1312
Madison Wealth Management
Ohio
$20.3M -$302K -1,996 -1%
HA
1313
Harbor Advisors
Florida
$20.3M – – –
SGI
1314
Summit Global Investments
Utah
$20.3M -$2.01M -13,299 -8%
MMPW
1315
Mitchell McLeod Pugh & Williams
Alabama
$20.2M -$126K -833 -0.6%
CW
1316
CreativeOne Wealth
Kansas
$20.2M +$2.57M +16,997 +13%
BTWM
1317
Baker Tilly Wealth Management
Wisconsin
$20.2M +$444K +2,930 +2%
WAS
1318
Winch Advisory Services
Wisconsin
$20.2M -$174K -1,152 -0.8%
PPW
1319
Parcion Private Wealth
Washington
$20.2M -$1.12M -7,397 -5%
SMC
1320
Smith, Moore & Co
Missouri
$20.1M -$191K -1,264 -0.9%
MIM
1321
Morningstar Investment Management
Illinois
$20.1M +$9.37M +61,866 +72%
SAM
1322
Selway Asset Management
$20.1M +$559K +3,690 +3%
DDPIC
1323
Deroy & Devereaux Private Investment Counsel
Michigan
$20.1M -$447K -2,953 -2%
PR
1324
Payden & Rygel
California
$20.1M -$19.6M -129,230 -47%
CA
1325
Cornerstone Advisory
Maryland
$20M -$8.04M -53,073 -27%
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