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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1176
Beaton Management Company
Massachusetts
$2.88M +$38.6K +350 +1%
TCBWMS
1177
Texas Capital Bank Wealth Management Services
Texas
$2.88M +$852K +7,721 +43%
MKC
1178
M. Kraus & Co
Vermont
$2.88M -$32K -290 -1%
NG
1179
NatWest Group
United Kingdom
$2.87M +$104K +944 +4%
THWM
1180
Taylor Hoffman Wealth Management
Virginia
$2.87M +$338K +3,059 +13%
JCM
1181
Jacobi Capital Management
Pennsylvania
$2.85M +$284K +2,569 +11%
RFA
1182
Reilly Financial Advisors
California
$2.85M -$5.45M -49,324 -66%
GLA
1183
Good Life Advisors
Pennsylvania
$2.85M +$151K +1,367 +6%
QIM
1184
Quest Investment Management
Oregon
$2.85M +$248K +2,246 +10%
HIM
1185
Harbour Investment Management
Washington
$2.85M -$64.9K -588 -2%
SWM
1186
SeaCrest Wealth Management
New York
$2.83M -$143K -1,293 -5%
GKIM
1187
GW&K Investment Management
Massachusetts
$2.83M +$1.4M +12,699 +100%
ST
1188
Smithfield Trust
Pennsylvania
$2.83M +$81.8K +741 +3%
QPWM
1189
Quadrant Private Wealth Management
Pennsylvania
$2.81M +$710K +6,433 +34%
CFGS
1190
Concourse Financial Group Securities
Alabama
$2.8M -$170K -1,537 -6%
BFO
1191
Boston Family Office
Massachusetts
$2.8M -$164K -1,484 -6%
SPPAM
1192
Summit Partners Public Asset Management
Massachusetts
$2.8M +$2.77M +25,090 New
B
1193
Bellecapital
Switzerland
$2.8M +$535K +4,846 +24%
BSA
1194
Bull Street Advisors
Georgia
$2.79M +$46.9K +425 +2%
IA
1195
IndexIQ Advisors
New York
$2.79M +$513K +4,648 +23%
MFS
1196
Monetta Financial Services
Illinois
$2.79M – – –
KFBMI
1197
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.79M – – –
GIM
1198
Goelzer Investment Management
Indiana
$2.76M -$174K -1,573 -6%
BCM
1199
Boltwood Capital Management
California
$2.76M -$24.5K -222 -0.9%
EWA
1200
Evolution Wealth Advisors
Florida
$2.76M +$2.67M +24,191 +4,522%
46 47
48
49 50