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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
1301
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$19.6M -$272K -1,904 -1%
SB
1302
Strategic Blueprint
Georgia
$19.6M +$850K +5,947 +4%
TB
1303
Terril Brothers
Missouri
$19.6M -$6.43K -45 -0%
HKIM
1304
Hayek Kallen Investment Management
Alabama
$19.5M -$126K -882 -0.6%
BSI
1305
Bennett Selby Investments
Maine
$19.5M -$240K -1,681 -1%
SMC
1306
Smith, Moore & Co
Missouri
$19.4M +$148K +1,036 +0.7%
QPWM
1307
Quadrant Private Wealth Management
Pennsylvania
$19.4M +$21.3M +148,978 New
SWM
1308
Segment Wealth Management
Texas
$19.3M -$18.4K -129 -0.1%
IP
1309
Ignite Planners
California
$19.3M +$5.29M +36,982 +39%
HA
1310
Harbor Advisors
Florida
$19.3M – – –
NHT
1311
New Hampshire Trust
New Hampshire
$19.3M +$21.2M +148,340 New
PIA
1312
Perennial Investment Advisors
California
$19.3M -$1.04M -7,309 -5%
BWA
1313
Bordeaux Wealth Advisors
California
$19.3M +$1.52M +10,649 +8%
AMM
1314
American Money Management
California
$19.3M -$192K -1,346 -0.9%
CPO
1315
Cerity Partners OCIO
New York
$19.2M +$2.26M +15,788 +12%
SXL
1316
Summit X LLC
Missouri
$19.2M -$205K -1,435 -1%
SC
1317
Sepio Capital
Utah
$19.2M -$147K -1,028 -0.7%
SFG
1318
SevenBridge Financial Group
Pennsylvania
$19.1M +$192K +1,346 +0.9%
RCAG
1319
Rehmann Capital Advisory Group
Michigan
$19.1M +$106K +742 +0.5%
BTWM
1320
Baker Tilly Wealth Management
Wisconsin
$19.1M +$420K +2,940 +2%
IB
1321
Intrust Bank
Kansas
$19.1M -$187K -1,308 -0.9%
MIM
1322
Morningstar Investment Management
Illinois
$19.1M – – –
CWM
1323
Chemistry Wealth Management
New York
$19.1M -$427K -2,988 -2%
WPP
1324
Whalerock Point Partners
Rhode Island
$19.1M +$236K +1,649 +1%
RP
1325
Rowlandmiller & Partners
Georgia
$19M -$211K -1,478 -1%
51 52
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