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Name Holding Trade Value Shares
Change 		Change in
Stake
VI
701
Vestcor Inc
New Brunswick, Canada
$4.19M +$8.1K +18 +0.2%
WAM
702
Westport Asset Management
Connecticut
$4.19M – – –
EGM
703
Engineers Gate Manager
New York
$4.14M -$938K -2,084 -19%
SAMC
704
Spectrum Asset Management (California)
California
$4.13M +$3.99M +8,870 New
CIA
705
Concurrent Investment Advisors
Florida
$4.13M +$1.63M +3,610 +69%
CWM
706
Cordatus Wealth Management
Pennsylvania
$4.09M +$18.5K +41 +0.5%
NCM
707
Nelson Capital Management
California
$4.07M -$1.84M -4,091 -32%
JSP
708
Jackson Square Partners
California
$4.07M -$702K -1,560 -15%
TCOV
709
Trust Company of Vermont
Vermont
$4.07M -$98.6K -219 -2%
RIL
710
Rothschild Investment LLC
Illinois
$4.04M -$17.6K -39 -0.4%
SF
711
Summit Financial
New Jersey
$4.02M +$210K +467 +6%
PS
712
Principal Securities
Iowa
$3.98M – – –
SCM
713
Sone Capital Management
New York
$3.98M -$20.8M -46,236 -84%
NB
714
NBT Bank
New York
$3.98M -$178K -396 -4%
ITC
715
Inspire Trust Company
Nevada
$3.93M – – –
MSA
716
MUFG Securities Americas
New York
$3.92M +$629K +1,398 +20%
EPIMS
717
Evelyn Partners Investment Management Services
$3.9M +$940K +2,088 +33%
RA
718
Rockingstone Advisors
Massachusetts
$3.88M +$11.3K +25 +0.3%
MMA
719
Miracle Mile Advisors
California
$3.88M +$90K +200 +2%
BMO
720
Beck Mack & Oliver
New York
$3.86M – – –
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.83M +$560K +1,244 +18%
BG
722
Bahl & Gaynor
Ohio
$3.83M -$450 -1 -0%
DIM
723
DLK Investment Management
California
$3.83M +$170K +378 +5%
IWC
724
Integrated Wealth Concepts
Massachusetts
$3.82M +$29.3K +65 +0.8%
GIA
725
Gateway Investment Advisers
Ohio
$3.77M +$99K +220 +3%
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