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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1501
Tufton Capital Management
Maryland
$15.7M -$561K -4,370 -3%
OWA
1502
One Wealth Advisors
California
$15.7M -$352K -2,746 -2%
CAM
1503
Centre Asset Management
New York
$15.7M -$961K -7,490 -6%
KA
1504
Kercheville Advisors
Texas
$15.6M -$59.3K -462 -0.4%
AWM
1505
Absher Wealth Management
North Carolina
$15.6M +$2.58M +20,086 +19%
AAA
1506
Adams Asset Advisors
Texas
$15.6M -$1.8M -14,020 -10%
SW
1507
SkyOak Wealth
Michigan
$15.6M +$142K +1,107 +1%
B
1508
Bellecapital
Switzerland
$15.5M +$877K +6,829 +6%
FIM
1509
Freedom Investment Management
Connecticut
$15.5M +$1.44M +11,222 +10%
FFA
1510
Founders Financial Alliance
North Carolina
$15.5M +$497K +3,869 +3%
KWMG
1511
King Wealth Management Group
Florida
$15.5M -$1.04M -8,072 -6%
MFW
1512
Meristem Family Wealth
Minnesota
$15.5M -$343K -2,676 -2%
RTS
1513
Round Table Services
New Jersey
$15.5M +$13.2M +102,539 +426%
OCM
1514
One Capital Management
California
$15.5M -$518K -4,038 -3%
AFM
1515
Andesa Financial Management
Pennsylvania
$15.5M +$7.4M +57,647 +84%
GJCM
1516
Grand Jean Capital Management
California
$15.4M +$84.7K +660 +0.5%
WIS
1517
Wright Investors Service
Connecticut
$15.4M -$122K -950 -0.7%
LBC
1518
Lawrence B. Cohen
$15.4M -$182K -1,415 -1%
GAM
1519
Gemmer Asset Management
California
$15.3M +$316K +2,463 +2%
CBT
1520
Central Bank & Trust
Kentucky
$15.3M -$1.39M -10,862 -8%
CWM
1521
CMH Wealth Management
New Hampshire
$15.3M -$3.59M -27,981 -18%
HA
1522
Hamel Associates
New Jersey
$15.3M -$1.13M -8,779 -7%
SVWAG
1523
Sound View Wealth Advisors Group
Georgia
$15.3M -$439K -3,424 -3%
HWAM
1524
Hennion & Walsh Asset Management
New Jersey
$15.3M +$16.1M +125,065 New
G
1525
GenTrust
Florida
$15.3M +$16.3M +127,099 New
59 60
61
62 63