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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
976
EP Wealth Advisors
California
$1.53M +$123K +502 +8%
FAM
977
Formidable Asset Management
Ohio
$1.52M +$100K +409 +6%
NFG
978
Next Financial Group
Texas
$1.5M +$216K +878 +15%
CIM
979
Confluence Investment Management
Missouri
$1.5M +$93.3K +380 +6%
PHK
980
Point72 Hong Kong
Hong Kong
$1.5M +$1.5M +6,125 +1,289%
KTM
981
Keeler Thomas Management
Utah
$1.5M +$452K +1,839 +39%
CWG
982
Cornerstone Wealth Group
North Carolina
$1.49M +$1.6M +6,512 New
MHC
983
Meyer Handelman Company
New York
$1.49M +$496K +2,020 +44%
ATC
984
Argent Trust Co
Tennessee
$1.49M +$722K +2,940 +81%
AC
985
Abbrea Capital
California
$1.48M +$164K +667 +11%
WWA
986
WC Walker & Associates
California
$1.48M +$13K +53 +0.8%
LOPW
987
Live Oak Private Wealth
North Carolina
$1.47M +$254K +1,035 +19%
SXL
988
Summit X LLC
Missouri
$1.47M +$294K +1,195 +23%
KM
989
Kalos Management
Georgia
$1.46M +$30K +122 +2%
LP
990
LGL Partners
Pennsylvania
$1.46M -$101K -411 -6%
VAS
991
Vestmark Advisory Solutions
Massachusetts
$1.45M -$247K -1,007 -14%
AMC
992
Asset Management Corp
Illinois
$1.45M -$513K -2,088 -25%
BWM
993
BigSur Wealth Management
Florida
$1.43M +$307K +1,250 +25%
CIS
994
Capital International Sarl
California
$1.42M +$1.54M +6,257 New
WF
995
Welch & Forbes
Massachusetts
$1.41M -$126K -513 -8%
LFM
996
Lumina Fund Management
New York
$1.41M – – –
HWA
997
HCR Wealth Advisors
California
$1.4M -$153K -623 -9%
OGC
998
Oak Grove Capital
New Hampshire
$1.4M +$147K +600 +11%
BDWM
999
Brewin Dolphin Wealth Management
Ireland
$1.39M +$56.5K +230 +4%
RIA
1000
Realta Investment Advisors
Delaware
$1.39M -$383K -1,559 -20%
38 39
40
41 42