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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1926
Intesa Sanpaolo Wealth Management
$21M +$20.8M +77,414 New
CI
1927
Carroll Investors
South Carolina
$21M -$563K -2,096 -3%
BWM
1928
BNC Wealth Management
Oregon
$21M -$1.25M -4,646 -6%
GCM
1929
Gladius Capital Management
Illinois
$21M +$17.4M +64,999 +536%
CAM
1930
Cidel Asset Management
Ontario, Canada
$21M -$274K -1,022 -1%
HWAM
1931
Hennion & Walsh Asset Management
New Jersey
$20.9M +$674K +2,512 +3%
FMB
1932
Field & Main Bank
Kentucky
$20.9M +$982K +3,659 +5%
IRAG
1933
Investment Research & Advisory Group
Georgia
$20.9M +$92.3K +344 +0.5%
CL
1934
CLG LLC
California
$20.9M -$224K -835 -1%
CCG
1935
Chatham Capital Group
Georgia
$20.9M +$1.07K +4 +0%
ERIC
1936
Eagle Rock Investment Company
Georgia
$20.9M -$37.6K -140 -0.2%
CFGW
1937
Chancellor Financial Group WB
Pennsylvania
$20.9M -$508K -1,891 -2%
KWM
1938
Keebeck Wealth Management
Illinois
$20.9M +$336K +1,253 +2%
MCM
1939
Mattern Capital Management
Colorado
$20.9M -$613K -2,285 -3%
LOPW
1940
Live Oak Private Wealth
North Carolina
$20.9M -$431K -1,606 -2%
SM
1941
Sweeney & Michel
California
$20.8M +$264K +982 +1%
QF
1942
QVT Financial
New York
$20.8M +$20.5M +76,337 New
CIM
1943
Coleford Investment Management
Canada
$20.7M -$417K -1,555 -2%
NIM
1944
Nicollet Investment Management
Minnesota
$20.7M -$122K -453 -0.6%
CWM
1945
CMH Wealth Management
New Hampshire
$20.7M -$378K -1,407 -2%
CBB
1946
Citizens Business Bank
California
$20.6M +$253K +943 +1%
HI
1947
Hoey Investments
Pennsylvania
$20.6M +$476K +1,773 +2%
KI
1948
KTF Investments
California
$20.6M +$20.3M +75,770 New
WP
1949
WealthShield Partners
North Carolina
$20.6M +$183K +680 +0.9%
MJP
1950
Michael J. Puzo
$20.5M -$562K -2,092 -3%
76 77
78
79 80