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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
701
World Investment Advisors
California
$16M +$144K +1,373 +0.7%
SFWA
702
Summit Financial Wealth Advisors
Louisiana
$15.9M -$3.36M -32,171 -19%
MJRIC
703
Mogy Joel R Investment Counsel
California
$15.9M – – –
SSWM
704
Smith Salley Wealth Management
North Carolina
$15.9M +$6.16M +58,863 +77%
NCM
705
Nelson Capital Management
California
$15.8M +$1.25K +12 +0%
LOPW
706
Live Oak Private Wealth
North Carolina
$15.8M -$893K -8,540 -6%
NGA
707
Naples Global Advisors
Florida
$15.8M -$311K -2,973 -2%
AG
708
Advocate Group
Minnesota
$15.7M -$2.92M -27,906 -17%
PTB
709
Pioneer Trust Bank
Oregon
$15.7M -$70K -669 -0.5%
SB
710
Simmons Bank
Arkansas
$15.7M -$1.23M -11,757 -8%
MA
711
Montag & Associates
Georgia
$15.6M +$1.46M +13,918 +12%
CFO
712
Callan Family Office
Pennsylvania
$15.6M +$113K +1,081 +0.8%
CF
713
Covea Finance
France
$15.6M +$13.9M +133,000 New
CIP
714
Convergence Investment Partners
Florida
$15.6M +$5.79M +55,349 +72%
CI
715
CX Institutional
Indiana
$15.6M -$1.53M -14,652 -10%
PWM
716
Perigon Wealth Management
California
$15.5M -$34.1K -326 -0.2%
PA
717
Perennial Advisors
New York
$15.5M -$172K -1,646 -1%
AAMA
718
Advanced Asset Management Advisors
Ohio
$15.5M -$2.09K -20 -0%
LCS
719
Levin Capital Strategies
New York
$15.3M -$7.08M -67,728 -34%
ERIC
720
Eagle Rock Investment Company
Georgia
$15.3M -$455K -4,346 -3%
CSUI
721
Cincinnati Specialty Underwriters Insurance
Ohio
$15.2M – – –
CP
722
Cumberland Partners
Ontario, Canada
$15.2M +$6.28M +60,080 +87%
SW
723
SVB Wealth
Massachusetts
$15.2M -$2.74M -26,193 -17%
GT
724
Greenleaf Trust
Michigan
$15.2M +$185K +1,766 +1%
KA
725
Kintegral Advisory
New York
$15.2M – – –
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