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Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
626
Meritage Portfolio Management
Kansas
$14.9M -$647K -1,725 -4%
DBG
627
De Burlo Group
Massachusetts
$14.8M +$7.54M +20,100 +115%
CI
628
Cincinnati Insurance
Ohio
$14.7M +$14.1M +37,500 New
KWM
629
Kingsview Wealth Management
Oregon
$14.7M +$939K +2,503 +7%
DA
630
Dash Acquisitions
California
$14.7M -$1.17M -3,110 -8%
SAM
631
Sawgrass Asset Management
Florida
$14.6M +$3.43M +9,140 +33%
SCM
632
Shelton Capital Management
Colorado
$14.6M +$2.96M +7,896 +27%
UH
633
Unigestion Holding
Switzerland
$14.6M +$6.97M +18,563 +97%
CWM
634
Curi Wealth Management
North Carolina
$14.6M -$752K -2,004 -5%
JHA
635
Jackson Hill Advisors
Texas
$14.6M -$281K -750 -2%
BBI
636
Baxter Bros Inc
Connecticut
$14.5M -$1.5K -4 -0%
TCM
637
Thames Capital Management
New Jersey
$14.5M – – –
MGP
638
Metis Global Partners
California
$14.5M +$857K +2,284 +7%
MLICM
639
Metropolitan Life Insurance Company (MetLife)
New York
$14.3M -$477K -1,272 -3%
NI
640
Nepsis Inc
Minnesota
$14.3M -$48.4K -129 -0.4%
IP
641
Interval Partners
New York
$14.3M +$13.7M +36,393 New
CAM
642
Congress Asset Management
Massachusetts
$14.3M -$31.5K -84 -0.2%
PIM
643
Penobscot Investment Management
Massachusetts
$14.2M -$30.8K -82 -0.2%
NEI
644
Northwest & Ethical Investments
Ontario, Canada
$14.2M +$626K +1,668 +5%
WSTAM
645
Wilbanks Smith & Thomas Asset Management
Virginia
$14.2M -$281K -748 -2%
BBA
646
Baader Bank Aktiengesellschaft
Germany
$14.1M -$389K -1,036 -3%
PCIA
647
Prime Capital Investment Advisors
Kansas
$14M +$2.56M +6,815 +24%
CC
648
Chicago Capital
Illinois
$14M -$114K -305 -0.8%
WCF
649
West Coast Financial
California
$14M -$278K -742 -2%
MWM
650
Moran Wealth Management
Florida
$13.9M -$223K -593 -2%
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