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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1201
Whalerock Point Partners
Rhode Island
$2.21M +$60.4K +275 +2%
AIA
1202
Angeles Investment Advisors
California
$2.2M +$201K +915 +10%
WCA
1203
Westover Capital Advisors
Delaware
$2.19M -$146K -664 -5%
ADL
1204
Asset Dedication LLC
California
$2.18M -$398K -1,812 -13%
AIMCA
1205
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.17M +$1.34M +6,100 +111%
SIM
1206
Stratos Investment Management
Ohio
$2.17M +$1.72M +7,837 +209%
MCM
1207
Mattern Capital Management
Colorado
$2.16M +$2.54M +11,589 New
AWM
1208
Aberdeen Wealth Management
Illinois
$2.16M – – –
CBB
1209
Citizens Business Bank
California
$2.15M +$43.9K +200 +2%
HCM
1210
Hall Capital Management
Rhode Island
$2.15M +$102K +465 +4%
HI
1211
Human Investing
Oregon
$2.15M -$175K -795 -6%
AF
1212
Advisornet Financial
Minnesota
$2.14M +$216K +985 +9%
DWM
1213
Doyle Wealth Management
Florida
$2.14M +$3.07K +14 +0.1%
AC
1214
Athanor Capital
New York
$2.13M +$115K +525 +5%
BCM
1215
Breiter Capital Management
Florida
$2.13M +$347K +1,580 +16%
BP
1216
BBR Partners
New York
$2.13M -$527K -2,402 -17%
DC
1217
DeDora Capital
California
$2.12M -$71.3K -325 -3%
BAS
1218
Brown Advisory Securities
Maryland
$2.12M +$243K +1,108 +11%
FMBTD
1219
First Midwest Bank Trust Division
Illinois
$2.12M +$123K +562 +5%
CFA
1220
Carroll Financial Associates
North Carolina
$2.11M +$6.15K +28 +0.2%
WA
1221
Wealth Advisors
California
$2.11M +$1.54M +7,000 +196%
PGWM
1222
Parisi Gray Wealth Management
New Jersey
$2.1M +$45.7K +208 +2%
TCBWMS
1223
Texas Capital Bank Wealth Management Services
Texas
$2.1M +$21.1K +96 +0.9%
CIAS
1224
Capital Investment Advisory Services
North Carolina
$2.1M +$1.09M +4,945 +79%
AC
1225
Abbrea Capital
California
$2.1M -$19.3K -88 -0.8%
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