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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
851
Evelyn Partners Investment Management Services
$11.8M +$989K +1,723 +9%
WGAM
852
Wilkinson Global Asset Management
New York
$11.8M +$117K +204 +1%
MCWS
853
McKinley Carter Wealth Services
West Virginia
$11.8M -$115K -200 -1%
BONST
854
Bank of Nova Scotia Trust
Ontario, Canada
$11.8M +$320K +557 +3%
QIM
855
Quest Investment Management
Oregon
$11.8M -$1.07M -1,865 -8%
TC
856
TownSquare Capital
Utah
$11.7M -$3.78M -6,578 -24%
BRM
857
Boston Research & Management
Massachusetts
$11.6M +$2.87K +5 +0%
BWL
858
Bogart Wealth LLC
Virginia
$11.6M +$153K +267 +1%
RCWM
859
Royal Capital Wealth Management
Indiana
$11.5M +$5.74K +10 +0%
MCCA
860
Mill Creek Capital Advisors
Pennsylvania
$11.4M +$54K +94 +0.5%
IHL
861
Investment House LLC
California
$11.4M -$316K -551 -3%
BC
862
Blackhill Capital
New Jersey
$11.4M – – –
GIM
863
Generate Investment Management
New Zealand
$11.4M +$2.2M +3,823 +24%
AIMCA
864
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.4M +$3.39M +5,900 +42%
XI
865
XXEC Inc
Oklahoma
$11.4M -$54.6K -95 -0.5%
ONB
866
Old National Bancorp
Indiana
$11.3M +$341K +593 +3%
BSI
867
Bennett Selby Investments
Maine
$11.3M +$22.4K +39 +0.2%
CDDEC
868
Caisse Des Depots Et Consignations
France
$11.3M – – –
SIG
869
Stonegate Investment Group
Alabama
$11.3M -$89K -155 -0.8%
FFA
870
Farther Finance Advisors
California
$11.2M +$1.83M +3,194 +19%
CHAM
871
Clear Harbor Asset Management
Connecticut
$11.2M -$203K -353 -2%
TCBWMS
872
Texas Capital Bank Wealth Management Services
Texas
$11.2M +$983K +1,712 +10%
LOPW
873
Live Oak Private Wealth
North Carolina
$11.2M -$29.3K -51 -0.3%
HKAM
874
Horizon Kinetics Asset Management
New York
$11.2M -$188K -327 -2%
CCM
875
Carderock Capital Management
Maryland
$11.1M +$284K +494 +3%
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