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Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1451
First Personal Financial Services
North Carolina
$944K -$323K -1,728 -26%
WSTAM
1452
Wilbanks Smith & Thomas Asset Management
Virginia
$944K +$121K +649 +15%
GCM
1453
Gladius Capital Management
Illinois
$940K +$900K +4,819 New
FPCP
1454
Fort Point Capital Partners
California
$939K -$197K -1,052 -18%
WP
1455
WealthPLAN Partners
Nebraska
$938K -$124K -664 -12%
FDCC
1456
Foster Dykema Cabot & Co
Massachusetts
$938K – – –
IP
1457
Intellectus Partners
California
$937K -$134K -720 -13%
FP
1458
Foundry Partners
Minnesota
$937K -$31.6K -169 -3%
TIM
1459
Tortoise Investment Management
New York
$934K – – –
TIA
1460
Tiemann Investment Advisors
California
$931K -$65.4K -350 -7%
KCPG
1461
Kavar Capital Partners Group
Kansas
$930K – – –
MPAM
1462
Murphy Pohlad Asset Management
Minnesota
$926K -$18.7K -100 -2%
EWA
1463
EP Wealth Advisors
California
$923K +$71.9K +385 +9%
GCM
1464
Gator Capital Management
Florida
$917K – – –
NWP
1465
Northstar Wealth Partners
Connecticut
$907K +$8.03K +43 +0.9%
AAMA
1466
Advanced Asset Management Advisors
Ohio
$900K +$862K +4,615 New
AL
1467
Aspiriant LLC
California
$899K -$15.7K -84 -2%
SWA
1468
SFMG Wealth Advisors
Texas
$895K +$277K +1,482 +37%
CWS
1469
Cypress Wealth Services
California
$893K +$519K +2,777 +154%
OAM
1470
Occidental Asset Management
California
$892K +$17.4K +93 +2%
MWM
1471
Modera Wealth Management
New Jersey
$891K +$69.9K +374 +9%
DTL
1472
Dynamic Technology Lab
Singapore
$878K +$841K +4,500 New
DMC
1473
Drexel Morgan & Co
Pennsylvania
$876K – – –
ZAM
1474
Zevin Asset Management
Massachusetts
$868K -$660K -3,534 -44%
HW
1475
Hancock Whitney
Mississippi
$866K -$277K -1,484 -25%
57 58
59
60 61