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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
701
Greenleaf Trust
Michigan
$11.5M +$77.5K +193 +0.7%
ORI
702
Oak Ridge Investments
Illinois
$11.4M +$379K +943 +3%
CIP
703
Chartwell Investment Partners
Pennsylvania
$11.4M -$337K -840 -3%
AHC
704
Adell Harriman & Carpenter
Texas
$11.3M +$509K +1,267 +5%
BP
705
Broadleaf Partners
Ohio
$11.3M +$2.48M +6,186 +28%
AG
706
AIA Group
Hong Kong
$11.3M -$1.26M -3,132 -10%
JWM
707
Jackson Wealth Management
Florida
$11.2M +$195K +487 +2%
BIM
708
Bridgecreek Investment Management
Oklahoma
$11.2M -$561K -1,398 -5%
SWP
709
Stratos Wealth Partners
Ohio
$11.2M +$787K +1,961 +7%
OA
710
Oxbow Advisors
Texas
$11.2M -$27.7K -69 -0.2%
FCH
711
Freestone Capital Holdings
Washington
$11.2M -$1.02M -2,553 -8%
BCP
712
Bluegrass Capital Partners
Florida
$11.1M – – –
ERWM
713
Elk River Wealth Management
Colorado
$11M +$96.7K +241 +0.9%
ATC
714
Argent Trust Co
Tennessee
$11M +$198K +494 +2%
ECAM
715
East Coast Asset Management
Massachusetts
$10.9M -$17.7K -44 -0.2%
KA
716
Kintegral Advisory
New York
$10.8M -$6.42K -16 -0.1%
TFA
717
Toth Financial Advisory
Virginia
$10.8M +$267K +664 +2%
AG
718
Ascent Group
Virginia
$10.7M +$4.07M +10,127 +58%
CM
719
Capital Management
Virginia
$10.6M -$36.9K -92 -0.3%
CK
720
Cohen Klingenstein
New York
$10.6M – – –
SCM
721
Silvant Capital Management
Georgia
$10.6M -$308K -768 -3%
DT
722
Diversified Trust
Tennessee
$10.5M +$1.6M +3,994 +18%
NME
723
Notis-McConarty Edward
$10.5M -$4.01K -10 -0%
MCM
724
Marsico Capital Management
Colorado
$10.5M – – –
GH
725
GAM Holding
Switzerland
$10.5M +$8.83K +22 +0.1%
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