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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
851
Guardian Partners
Canada
$12.3M -$227K -410 -2%
IWA
852
IBEX Wealth Advisors
New Jersey
$12.3M +$468K +846 +4%
WIM
853
WealthPlan Investment Management
Nebraska
$12.2M +$1.42M +2,566 +13%
FTWA
854
Fifth Third Wealth Advisors
Ohio
$12.2M +$446K +807 +4%
JF
855
Jump Financial
Illinois
$12.2M +$2.48M +4,484 +26%
LIP
856
Liontrust Investment Partners
United Kingdom
$12.1M -$15.3M -27,701 -56%
NCM
857
Northside Capital Management
Oregon
$12.1M +$11.6M +21,063 +4,187%
MA
858
Montag & Associates
Georgia
$12.1M -$2.04M -3,693 -15%
JGC
859
J. Goldman & Co
New York
$12.1M -$96M -173,587 -89%
LCAM
860
London & Capital Asset Management
United Kingdom
$12.1M -$11.1M -20,114 -48%
WIA
861
World Investment Advisors
California
$12.1M -$601K -1,086 -5%
BCM
862
Brasada Capital Management
Texas
$12M -$172K -311 -1%
CCM
863
Conway Capital Management
California
$12M -$115K -208 -1%
FA
864
Fagan Associates
New York
$12M -$447K -808 -4%
AMM
865
American Money Management
California
$11.8M +$199K +359 +2%
FIM
866
Fruth Investment Management
Texas
$11.8M -$27.7K -50 -0.2%
MCWS
867
McKinley Carter Wealth Services
West Virginia
$11.7M +$285K +516 +3%
CIM
868
Chapman Investment Management
California
$11.7M -$6.08K -11 -0.1%
TPCW
869
TD Private Client Wealth
New York
$11.6M +$646K +1,168 +6%
IHL
870
Investment House LLC
California
$11.6M -$143K -258 -1%
BRM
871
Boston Research & Management
Massachusetts
$11.5M -$306K -554 -3%
WGAM
872
Wilkinson Global Asset Management
New York
$11.5M +$11.3M +20,506 New
NTIC
873
Napean Trading & Investment Company
Singapore
$11.5M -$712K -1,287 -6%
RCWM
874
Royal Capital Wealth Management
Indiana
$11.3M – – –
IWC
875
Integrated Wealth Concepts
Massachusetts
$11.3M +$3.19M +5,767 +40%
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35
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