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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Circle Wealth Management
New Jersey
$21.2M +$1.14M +7,218 +6%
WC
1552
Weil Company
California
$21.1M +$472K +2,988 +3%
CBT
1553
Central Bank & Trust
Kentucky
$21.1M -$831K -5,260 -4%
TPCW
1554
TD Private Client Wealth
New York
$21.1M -$4.34M -27,459 -19%
DG
1555
DMC Group
Alabama
$21.1M +$20.9M +132,510 New
WIA
1556
Westbourne Investment Advisors
Maryland
$21.1M -$272K -1,722 -1%
CGA
1557
Crescent Grove Advisors
Illinois
$21.1M -$55.2K -349 -0.3%
QIM
1558
Quantitative Investment Management
Virginia
$21M +$6.08M +38,469 +48%
BRA
1559
Biechele Royce Advisors
Indiana
$21M -$331K -2,093 -2%
GFS
1560
GYL Financial Synergies
Connecticut
$21M +$1.23M +7,802 +7%
AGAM
1561
Avalon Global Asset Management
California
$21M -$2.58M -16,300 -12%
SMG
1562
Spectrum Management Group
Indiana
$21M -$620K -3,923 -3%
CAAS
1563
Capital Asset Advisory Services
Michigan
$21M -$1.49M -9,437 -7%
MJP
1564
Michael J. Puzo
$21M +$2.69K +17 +0%
BFA
1565
Benedict Financial Advisors
Georgia
$21M -$859K -5,438 -4%
NAMM
1566
NorthStar Asset Management (Massachusetts)
Massachusetts
$20.9M +$336K +2,127 +2%
VIA
1567
Vident Investment Advisory
Georgia
$20.9M +$310K +1,962 +2%
MSFS
1568
Main Street Financial Solutions
Pennsylvania
$20.9M +$248K +1,568 +1%
EIM
1569
Essex Investment Management
Massachusetts
$20.9M -$97.5K -617 -0.5%
S
1570
Seeyond
France
$20.8M -$1.75M -11,049 -9%
FA
1571
FDx Advisors
Illinois
$20.8M -$1.4M -8,866 -7%
ARC
1572
Advisor Resource Council
Texas
$20.7M +$14M +88,553 +314%
RTS
1573
Round Table Services
New Jersey
$20.7M -$544K -3,445 -3%
SW
1574
SkyOak Wealth
Michigan
$20.7M -$63.8K -404 -0.3%
HIP
1575
HUB Investment Partners
Texas
$20.7M -$891K -5,635 -5%
61 62
63
64 65