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Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
1001
Sumitomo Life Insurance
Japan
$1.48M -$19.5K -275 -1%
AA
1002
ALPS Advisors
Colorado
$1.48M +$1.15M +16,193 +325%
BWM
1003
BCGM Wealth Management
Indiana
$1.48M +$117K +1,650 +8%
EGM
1004
Engineers Gate Manager
New York
$1.48M -$695K -9,808 -32%
WCM
1005
Weik Capital Management
Pennsylvania
$1.47M -$8.86K -125 -0.6%
SFWA
1006
Summit Financial Wealth Advisors
Louisiana
$1.47M +$189K +2,665 +15%
CSA
1007
Cottage Street Advisors
Massachusetts
$1.47M +$2.76K +39 +0.2%
HT
1008
Heritage Trust
Oklahoma
$1.47M +$31.5K +444 +2%
SFP
1009
Sweet Financial Partners
Minnesota
$1.46M +$558K +7,877 +60%
FNBT
1010
FineMark National Bank & Trust
Florida
$1.46M -$5.55M -78,323 -79%
MFG
1011
Merit Financial Group
Georgia
$1.46M -$255K -3,605 -15%
MSAM
1012
Moloney Securities Asset Management
Missouri
$1.45M -$84.8K -1,197 -5%
GCM
1013
Graham Capital Management
Connecticut
$1.45M +$1.47M +20,712 New
LCM
1014
Logan Capital Management
Pennsylvania
$1.44M +$140K +1,974 +11%
WAM
1015
Weatherly Asset Management
California
$1.44M -$97K -1,369 -6%
SJL
1016
Shayne & Jacobs LLC
Tennessee
$1.44M +$1.46M +20,630 New
MBT
1017
Montecito Bank & Trust
California
$1.44M -$306K -4,319 -17%
CA
1018
Clearstead Advisors
Ohio
$1.44M +$84.7K +1,195 +6%
PVI
1019
Pine Valley Investments
New Jersey
$1.44M +$139K +1,967 +11%
AWM
1020
Axxcess Wealth Management
California
$1.43M +$874K +12,334 +150%
PA
1021
Parallel Advisors
California
$1.43M -$108K -1,527 -7%
CIC
1022
Chilton Investment Company
Connecticut
$1.43M -$2.32M -32,811 -62%
RFA
1023
Register Financial Advisors
Georgia
$1.43M +$82.3K +1,162 +6%
WHG
1024
Westwood Holdings Group
Texas
$1.43M -$51.2K -723 -3%
TPW
1025
Transatlantique Private Wealth
New York
$1.43M +$5.67K +80 +0.4%
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