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Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
576
First National Trust
Pennsylvania
$10.2M +$2.02M +28,915 +25%
AWM
577
AE Wealth Management
Kansas
$10.2M +$2.07M +29,756 +25%
PCIA
578
Prime Capital Investment Advisors
Kansas
$10.2M -$30.3K -434 -0.3%
GRP
579
Global Retirement Partners
California
$10.2M +$1.53M +22,007 +18%
DWA
580
Douglass Winthrop Advisors
New York
$10.2M -$3.35K -48 -0%
CAG
581
Crestwood Advisors Group
Massachusetts
$10.2M -$36.9K -530 -0.4%
AP
582
Antipodes Partners
Australia
$10.2M -$1.19M -17,050 -10%
ADEF
583
Adams Diversified Equity Fund
Maryland
$10.1M – – –
MCWA
584
Meadow Creek Wealth Advisors
Georgia
$10M +$976 +14 +0%
PCA
585
Pallas Capital Advisors
Massachusetts
$9.87M -$327K -4,697 -3%
WSFS
586
Wilmington Savings Fund Society
Delaware
$9.86M -$269K -3,854 -3%
KWM
587
Kingsview Wealth Management
Oregon
$9.85M +$401K +5,749 +4%
SAM
588
Socorro Asset Management
Texas
$9.85M -$898K -12,885 -8%
VAS
589
Vestmark Advisory Solutions
Massachusetts
$9.79M +$6.39M +91,628 +189%
TBA
590
Tower Bridge Advisors
Pennsylvania
$9.77M -$837K -12,005 -8%
SIG
591
Sky Investment Group
Connecticut
$9.73M +$63.7K +914 +0.7%
PWM
592
Perigon Wealth Management
California
$9.73M +$61.7K +885 +0.6%
RSVP
593
Ramsay Stattman Vela & Price
Colorado
$9.71M -$161K -2,304 -2%
HAI
594
Hennessy Advisors Inc
California
$9.7M -$558K -8,000 -5%
CFO
595
Callan Family Office
Pennsylvania
$9.68M +$1.78M +25,480 +23%
PS
596
Principal Securities
Iowa
$9.65M +$504K +7,235 +6%
OC
597
Oppenheimer & Co
New York
$9.6M -$1.1M -15,742 -10%
BAM
598
Berkshire Asset Management
Pennsylvania
$9.59M -$179K -2,573 -2%
TMAM
599
Tokio Marine Asset Management
Japan
$9.58M +$256K +3,677 +3%
JPWM
600
Jamison Private Wealth Management
Georgia
$9.55M +$135K +1,938 +1%
22 23
24
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