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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
1701
Jackson Square Capital
California
$17.7M +$2.94M +17,472 +21%
PWM
1702
Paulson Wealth Management
Illinois
$17.7M -$49.6K -295 -0.3%
LBC
1703
Lawrence B. Cohen
$17.6M -$5.66M -33,657 -25%
TF
1704
Trek Financial
Arizona
$17.6M +$5.69M +33,841 +51%
FC
1705
Fusion Capital
South Carolina
$17.6M +$122K +724 +0.7%
GAM
1706
Gemmer Asset Management
California
$17.6M -$14.8K -88 -0.1%
HCA
1707
Horan Capital Advisors
Ohio
$17.5M +$364K +2,165 +2%
KLCM
1708
KG&L Capital Management
Louisiana
$17.5M +$139K +825 +0.8%
AMG
1709
Asset Management Group
Connecticut
$17.5M +$244K +1,450 +1%
JWM
1710
Jeppson Wealth Management
California
$17.5M -$25.9K -154 -0.2%
CA
1711
Claro Advisors
Massachusetts
$17.5M – – –
CCM
1712
Carderock Capital Management
Maryland
$17.4M -$7.27M -43,205 -30%
ECG
1713
Edge Capital Group
Georgia
$17.4M -$22.4K -133 -0.1%
OWP
1714
Obermeyer Wealth Partners
Colorado
$17.4M +$602K +3,578 +4%
AIA
1715
AIMZ Investment Advisors
California
$17.4M -$507K -3,012 -3%
IP
1716
Ignite Planners
California
$17.3M +$78K +464 +0.4%
CCG
1717
Chatham Capital Group
Georgia
$17.3M -$1.49M -8,874 -8%
BWM
1718
BNC Wealth Management
Oregon
$17.3M -$1.27M -7,569 -7%
TI
1719
Trexquant Investment
Connecticut
$17.3M -$203K -1,206 -1%
DDC
1720
DF Dent & Co
Maryland
$17.3M -$895K -5,325 -5%
AF
1721
Apexium Financial
Texas
$17.3M -$175K -1,042 -1%
DSC
1722
Duncker Streett & Co
Missouri
$17.2M -$912K -5,424 -5%
PCMC
1723
Private Capital Management (Colorado)
Colorado
$17.2M +$7.96M +47,314 +93%
NFSG
1724
Newbridge Financial Services Group
Florida
$17.1M -$434K -2,578 -3%
TWMP
1725
Taylor Wealth Management Partners
Massachusetts
$17.1M -$2.48M -14,753 -13%
67 68
69
70 71