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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
576
Morse Asset Management
Connecticut
$4.81M +$572K +2,908 +14%
EWA
577
EP Wealth Advisors
California
$4.76M -$92.1K -468 -2%
PA
578
Pinnacle Associates
New York
$4.65M +$315K +1,601 +7%
AWM
579
Apollon Wealth Management
South Carolina
$4.62M +$114K +578 +3%
BIP
580
Bouvel Investment Partners
Pennsylvania
$4.6M -$47.4K -241 -1%
WA
581
Waverly Advisors
Alabama
$4.59M +$355K +1,804 +9%
DIA
582
Dana Investment Advisors
Wisconsin
$4.59M -$538K -2,735 -11%
DWP
583
Daymark Wealth Partners
Ohio
$4.58M -$19.5K -99 -0.4%
CLOS
584
Compagnie Lombard Odier SCmA
Switzerland
$4.57M -$181K -918 -4%
PL
585
Parthenon LLC
Kentucky
$4.57M – – –
GT
586
Greenleaf Trust
Michigan
$4.54M +$267K +1,358 +6%
CCM
587
Coldstream Capital Management
Washington
$4.5M +$75.2K +382 +2%
CI
588
Cavalier Investments
Georgia
$4.49M -$7.48K -38 -0.2%
RWM
589
Ritholtz Wealth Management
New York
$4.48M +$318K +1,616 +8%
WBC
590
Westpac Banking Corp
Australia
$4.45M -$10.6K -54 -0.2%
SAM
591
Stenahm Asset Management
Guernsey
$4.43M +$4.35M +22,130 New
WANY
592
Wealthspire Advisors (New York)
New York
$4.41M +$192K +975 +5%
ET
593
Equitable Trust
Tennessee
$4.38M -$190K -968 -4%
RWP
594
RWA Wealth Partners
Massachusetts
$4.35M -$298K -1,513 -7%
KF
595
Krilogy Financial
Missouri
$4.3M -$507K -2,578 -11%
SAM
596
Shell Asset Management
Netherlands
$4.28M +$21.2K +108 +0.5%
FTWA
597
Fifth Third Wealth Advisors
Ohio
$4.27M +$933K +4,744 +29%
BCM
598
Brookstone Capital Management
Illinois
$4.27M +$259K +1,315 +7%
PF
599
Phoenix Financial
Israel
$4.26M -$294K -1,493 -7%
YIA
600
YHB Investment Advisors
Connecticut
$4.25M -$260K -1,322 -6%
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