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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
776
One Capital Management
California
$7.42M +$485K +2,894 +7%
LWM
777
Lyell Wealth Management
California
$7.42M +$336K +2,005 +5%
CCM
778
Coldstream Capital Management
Washington
$7.39M +$127K +755 +2%
ECG
779
Edge Capital Group
Georgia
$7.39M -$3.87M -23,061 -34%
SC
780
Savant Capital
Illinois
$7.39M +$2.04M +12,196 +37%
RT
781
Rockland Trust
Massachusetts
$7.39M -$306K -1,826 -4%
AWM
782
Apollon Wealth Management
South Carolina
$7.39M +$440K +2,625 +6%
TCM
783
Twin Capital Management
Pennsylvania
$7.38M -$1.12M -6,693 -13%
OHIS
784
Oak Harvest Investment Services
Texas
$7.37M +$743K +4,433 +11%
BBHC
785
Brown Brothers Harriman & Co
New York
$7.34M +$405K +2,415 +6%
CB
786
Cadence Bank
Mississippi
$7.33M -$257K -1,532 -3%
SCM
787
Shelton Capital Management
Colorado
$7.33M +$5.01M +29,909 +199%
AM
788
AGF Management
Ontario, Canada
$7.32M +$4.1M +24,433 +120%
DBT
789
Dubuque Bank & Trust
Iowa
$7.31M -$789K -4,705 -9%
BPCE
790
Bank Pictet & Cie (Europe)
Germany
$7.28M -$7.64M -45,579 -51%
FAM
791
Fred Alger Management
New York
$7.19M +$364K +2,172 +5%
LFAS
792
Level Four Advisory Services
Texas
$7.18M +$896K +5,347 +14%
SCM
793
Schnieders Capital Management
California
$7.17M -$215K -1,282 -3%
IF
794
Insight Folios
North Carolina
$7.16M +$82K +489 +1%
HSA
795
HBK Sorce Advisory
Pennsylvania
$7.15M -$11.6M -69,082 -61%
APSI
796
Asset Planning Services Inc
Louisiana
$7.15M -$64.5K -385 -0.9%
ANTB
797
AMG National Trust Bank
Colorado
$7.15M +$186K +1,107 +3%
MJP
798
Michael J. Puzo
$7.12M -$248K -1,477 -3%
HA
799
Hamel Associates
New Jersey
$7.1M -$29.3K -175 -0.4%
IPW
800
Inlet Private Wealth
Florida
$7.08M -$8.38K -50 -0.1%
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