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Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1626
Cerity Partners OCIO
New York
$665K -$34.6K -193 -5%
BFO
1627
Biltmore Family Office
North Carolina
$665K +$32.8K +183 +5%
SGK
1628
Steigerwald Gordon & Koch
Virginia
$660K -$56.3K -314 -8%
HCM
1629
Hollencrest Capital Management
California
$657K -$701K -3,908 -51%
MBT
1630
Montecito Bank & Trust
California
$657K +$8.25K +46 +1%
SIM
1631
SSI Investment Management
California
$656K -$7.17K -40 -1%
OAM
1632
Oak Asset Management
California
$654K +$6.28K +35 +0.9%
CCP
1633
Clough Capital Partners
Massachusetts
$653K -$5.7M -31,800 -89%
HCP
1634
Holt Capital Partners
Texas
$653K +$25.1K +140 +4%
CQS
1635
Credential Qtrade Securities
$651K +$27.4K +153 +4%
FPA
1636
First Pacific Advisors
California
$644K -$117K -650 -15%
LIA
1637
LBMC Investment Advisors
Tennessee
$644K -$64.9K -362 -9%
TIA
1638
Tandem Investment Advisors
South Carolina
$644K +$672K +3,746 New
DMC
1639
Drexel Morgan & Co
Pennsylvania
$638K -$139K -775 -17%
AAM
1640
Autus Asset Management
Arizona
$638K – – –
MFG
1641
Magnus Financial Group
New York
$638K +$666K +3,714 New
HR
1642
Hardy Reed
Mississippi
$637K +$665K +3,707 New
DWM
1643
Destination Wealth Management
California
$636K +$133K +744 +25%
ACM
1644
AlphaCrest Capital Management
New York
$636K +$663K +3,700 New
UBV
1645
United Bank (Virginia)
Virginia
$634K +$14K +78 +2%
BWM
1646
BT Wealth Management
Georgia
$631K +$603K +3,363 New
KA
1647
Klingman & Associates
New York
$630K -$6.28K -35 -0.9%
CSM
1648
CAMG Solamere Management
North Carolina
$629K -$247K -1,380 -27%
AWA
1649
Acorn Wealth Advisors
Michigan
$626K +$359 +2 +0.1%
CCB
1650
Cutter & Co Brokerage
Missouri
$621K +$73.3K +409 +13%
64 65
66
67 68