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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Stockman Wealth Management
Montana
$12.4M +$430K +2,824 +4%
LNWTC
602
Laird Norton Wetherby Trust Company
Washington
$12.4M +$8.08M +53,020 +187%
EH
603
Equitable Holdings
New York
$12.4M +$229K +1,501 +2%
DILIC
604
Dai-ichi Life Insurance Company
Japan
$12.3M -$273K -1,793 -2%
CIS
605
Connors Investor Services
Pennsylvania
$12.3M -$216K -1,415 -2%
FAB
606
First American Bank
Illinois
$12.3M -$133K -870 -1%
SPC
607
Sigma Planning Corp
Michigan
$12.3M +$594K +3,900 +5%
AIP
608
ARS Investment Partners
New York
$12.3M +$1.01M +6,661 +9%
ECM
609
Estabrook Capital Management
New York
$12.2M -$296K -1,946 -2%
KFP
610
KMG Fiduciary Partners
Ohio
$12.2M +$630K +4,139 +5%
NC
611
Nicholas Company
Wisconsin
$12.2M – – –
TPCW
612
TD Private Client Wealth
New York
$12.2M -$989K -6,492 -8%
VWA
613
Visionary Wealth Advisors
Illinois
$12.1M +$154K +1,009 +1%
BFG
614
Bleakley Financial Group
New Jersey
$12.1M +$1.98M +13,033 +20%
OAM
615
Oak Asset Management
California
$12.1M +$128K +839 +1%
CAM
616
Congress Asset Management
Massachusetts
$12M -$366K -2,403 -3%
GFG
617
Greystone Financial Group
Michigan
$12M -$102K -667 -0.8%
ACM
618
ACT Capital Management
Pennsylvania
$12M +$12M +78,500 New
NPT
619
Nixon Peabody Trust
Massachusetts
$11.9M -$464K -3,049 -4%
VWM
620
Venturi Wealth Management
Texas
$11.9M +$5.36M +35,161 +82%
VAS
621
Vestmark Advisory Solutions
Massachusetts
$11.9M -$1.01M -6,636 -8%
CFG
622
Citizens Financial Group
Rhode Island
$11.9M -$598K -3,924 -5%
MWM
623
Meridian Wealth Management
Kentucky
$11.8M -$170K -1,115 -1%
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.8M -$208K -1,367 -2%
GGS
625
Galvin Gaustad & Stein
Arizona
$11.8M +$149K +977 +1%
23 24
25
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