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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
626
ARS Wealth Advisors Group
Florida
$11.1M -$955K -5,696 -8%
BCM
627
BTC Capital Management
Iowa
$11.1M -$3.15M -18,773 -22%
CT
628
Caldwell Trust
Florida
$11M +$4.02K +24 +0%
RBA
629
Richard Bernstein Advisors
New York
$11M – – –
PAI
630
Pittenger & Anderson Inc
Nebraska
$11M +$744K +4,435 +7%
DIA
631
Dean Investment Associates
Ohio
$11M +$224K +1,335 +2%
BFS
632
Bard Financial Services
Connecticut
$11M +$29.3K +175 +0.3%
SS
633
Simplicity Solutions
Minnesota
$10.9M +$6.11M +36,453 +119%
EDRH
634
Edmond de Rothschild Holding
Switzerland
$10.9M -$6.42M -38,270 -36%
MLL
635
Moody Lynn & Lieberson
Massachusetts
$10.9M -$5.29M -31,526 -32%
AIA
636
Allied Investment Advisors
Montana
$10.9M -$158K -944 -1%
KFP
637
KMG Fiduciary Partners
Ohio
$10.8M +$1.04M +6,226 +10%
NRS
638
Neville Rodie & Shaw
New York
$10.8M – – –
MIM
639
Montgomery Investment Management
Maryland
$10.7M -$1.68K -10 -0%
HAI
640
Hennessy Advisors Inc
California
$10.6M -$402K -2,400 -4%
VF
641
Vest Financial
Virginia
$10.6M +$2.02M +12,067 +23%
PP
642
Patten & Patten
Tennessee
$10.6M +$973K +5,803 +10%
ANBT
643
American National Bank & Trust
Texas
$10.5M +$806K +4,805 +8%
HC
644
Hendley & Co
Ohio
$10.4M +$1.81M +10,781 +20%
CII
645
Capital International Inc
California
$10.3M -$4.9M -29,222 -32%
KRSITF
646
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.3M -$207K -1,237 -2%
WIM
647
WealthPlan Investment Management
Nebraska
$10.3M -$8.92M -53,228 -46%
LOPW
648
Live Oak Private Wealth
North Carolina
$10.3M -$133K -791 -1%
BL
649
Balentine LLC
Georgia
$10.3M +$600K +3,581 +6%
VWA
650
Visionary Wealth Advisors
Illinois
$10.3M -$8.05K -48 -0.1%
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