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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1101
Doyle Wealth Management
Florida
$2.9M +$491K +2,245 +22%
SIM
1102
Spark Investment Management
New York
$2.9M – – –
ST
1103
Somerset Trust
Pennsylvania
$2.9M -$452K -2,069 -14%
CI
1104
CX Institutional
Indiana
$2.89M -$144K -657 -5%
ECG
1105
Edge Capital Group
Georgia
$2.89M -$234K -1,070 -8%
MIC
1106
Meridian Investment Counsel
California
$2.88M -$65.6K -300 -2%
MAFM
1107
Mid Atlantic Financial Management
Pennsylvania
$2.88M -$265K -1,213 -9%
PCA
1108
Providence Capital Advisors
North Carolina
$2.87M +$51.4K +235 +2%
DAM
1109
Diamant Asset Management
Connecticut
$2.87M -$301K -1,375 -10%
TPA
1110
Trivium Point Advisory
Connecticut
$2.87M -$38.3K -175 -1%
AF
1111
Advisornet Financial
Minnesota
$2.87M +$942K +4,311 +54%
RPC
1112
Rossmore Private Capital
Connecticut
$2.85M +$457K +2,090 +20%
ESB
1113
Essex Savings Bank
Connecticut
$2.84M -$1.58M -7,225 -37%
WPA
1114
Winning Points Advisors
Florida
$2.84M -$21.9K -100 -0.8%
ANRIA
1115
American National Registered Investment Advisor
Texas
$2.84M – – –
IB
1116
Intrust Bank
Kansas
$2.82M -$122K -556 -4%
DPIM
1117
Duff & Phelps Investment Management
Illinois
$2.82M – – –
MWA
1118
Meridian Wealth Advisors
Texas
$2.81M +$906K +4,145 +52%
FFA
1119
First Foundation Advisors
California
$2.81M +$157K +720 +6%
FMBTD
1120
First Midwest Bank Trust Division
Illinois
$2.81M +$42.2K +193 +2%
HH
1121
Hilltop Holdings
Texas
$2.81M +$850K +3,889 +47%
IWC
1122
Integrated Wealth Concepts
Massachusetts
$2.8M +$158K +724 +6%
MIAN
1123
Mariner Independent Advisor Network
Kansas
$2.8M +$358K +1,636 +16%
DAM
1124
Delta Asset Management
Tennessee
$2.8M +$420K +1,921 +19%
ADL
1125
Asset Dedication LLC
California
$2.79M -$83.9K -384 -3%
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