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Name Holding Trade Value Shares
Change 		Change in
Stake
CAIM
976
Catherine Avery Investment Management
Florida
$3.74M -$11.1K -156 -0.3%
LI
977
LRI Investments
Florida
$3.72M -$42K -590 -1%
ISWM
978
Independent Solutions Wealth Management
New York
$3.72M +$14.2K +199 +0.4%
CCA
979
Checchi Capital Advisers
California
$3.71M -$54.4K -764 -1%
ACM
980
Argyle Capital Management
Pennsylvania
$3.7M -$103K -1,445 -3%
WC
981
Westerkirk Capital
$3.68M +$3.71M +52,043 New
SB
982
Strategic Blueprint
Georgia
$3.68M +$1.8M +25,307 +95%
CK
983
Cohen Klingenstein
New York
$3.68M – – –
PWAM
984
Papamarkou Wellner Asset Management
New York
$3.68M +$84.2K +1,182 +2%
UBV
985
United Bank (Virginia)
Virginia
$3.67M -$88.3K -1,240 -2%
KIA
986
KCM Investment Advisors
California
$3.67M +$68.7K +964 +2%
MME
987
Meag Munich Ergo
Germany
$3.66M +$3.45M +48,372 +1,412%
KP
988
Keel Point
Alabama
$3.66M +$1.66M +23,305 +82%
NP
989
Nilsine Partners
Colorado
$3.66M +$36.3K +510 +1%
FCM
990
Fourpath Capital Management
Oklahoma
$3.66M -$111K -1,562 -3%
ADL
991
Asset Dedication LLC
California
$3.65M +$286K +4,016 +8%
OHWP
992
Oak Harbor Wealth Partners
North Carolina
$3.64M – – –
WTA
993
Washington Trust Advisors
Massachusetts
$3.64M -$174K -2,440 -5%
PT
994
Plimoth Trust
Massachusetts
$3.63M -$20.1K -282 -0.5%
WC
995
Waterloo Capital
Texas
$3.63M +$332K +4,657 +10%
SIG
996
Sargent Investment Group
Maryland
$3.63M +$9.26K +130 +0.2%
VAS
997
Vestmark Advisory Solutions
Massachusetts
$3.62M +$2.88M +40,480 +379%
GVAG
998
Great Valley Advisor Group
Delaware
$3.61M -$211K -2,961 -5%
MCB
999
Morton Community Bank
Illinois
$3.61M +$99.8K +1,401 +3%
FMWA
1000
Forvis Mazars Wealth Advisors
Missouri
$3.61M -$272K -3,813 -7%
38 39
40
41 42