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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
Angeles Wealth Management
California
$25.2M +$2.38M +12,741 +12%
BP
1577
Broadleaf Partners
Ohio
$25.2M +$6.73M +36,111 +43%
CPA
1578
Cardiff Park Advisors
California
$25.2M -$128K -689 -0.6%
SFG
1579
Sowa Financial Group
Rhode Island
$25.2M -$1.77M -9,494 -7%
NHC
1580
Nicholas Hoffman & Company
Georgia
$25.2M +$1.1M +5,878 +5%
G
1581
GenTrust
Florida
$25.1M +$375K +2,013 +2%
SACTSONJ
1582
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$25.1M – – –
SFP
1583
Shepherd Financial Partners
Massachusetts
$25.1M -$84.9K -455 -0.4%
TAIM
1584
Te Ahumairangi Investment Management
New Zealand
$25.1M -$5.88M -31,505 -21%
OA
1585
Oxbow Advisors
Texas
$25M +$66.4K +356 +0.3%
SAM
1586
Synergy Asset Management
Washington
$25M +$814K +4,365 +4%
VV
1587
Verity & Verity
South Carolina
$25M +$730K +3,914 +3%
WTFG
1588
Wells Trecaso Financial Group
Ohio
$25M -$133K -715 -0.6%
CUAMC
1589
China Universal Asset Management Company
China
$25M +$8.04M +43,123 +57%
AIM
1590
Arcadia Investment Management
Michigan
$25M -$279K -1,498 -1%
MCA
1591
Millennium Capital Advisors
Arkansas
$24.9M -$34.1K -183 -0.2%
GM
1592
GeoWealth Management
Illinois
$24.9M +$4.12M +22,095 +23%
CA
1593
Claro Advisors
Massachusetts
$24.9M +$578K +3,098 +3%
FWTB
1594
First Western Trust Bank
Colorado
$24.9M +$4.47M +23,971 +25%
CA
1595
Continuum Advisory
Idaho
$24.9M -$306K -1,641 -1%
WPW
1596
Warther Private Wealth
Ohio
$24.8M +$2.77M +14,868 +14%
CFD
1597
Creative Financial Designs
Indiana
$24.8M +$2.32M +12,435 +12%
SSI
1598
Scott & Selber Inc
Texas
$24.8M +$266K +1,426 +1%
CCM
1599
Copeland Capital Management
Pennsylvania
$24.7M +$603K +3,233 +3%
AF
1600
Arrow Financial
New York
$24.7M -$768K -4,120 -3%
62 63
64
65 66