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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
876
Bogart Wealth LLC
Virginia
$10.8M +$133K +245 +1%
HKAM
877
Horizon Kinetics Asset Management
New York
$10.8M +$185K +339 +2%
EWA
878
EP Wealth Advisors
California
$10.7M +$155K +285 +1%
BFG
879
Berger Financial Group
Minnesota
$10.7M -$128K -236 -1%
TPCW
880
TD Private Client Wealth
New York
$10.6M -$205K -376 -2%
RWM
881
Ritholtz Wealth Management
New York
$10.6M +$753K +1,383 +8%
JSP
882
Jackson Square Partners
California
$10.6M -$448K -823 -4%
RWM
883
RKL Wealth Management
Pennsylvania
$10.5M -$196K -360 -2%
CAC
884
Certified Advisory Corp
Florida
$10.5M -$230K -422 -2%
PIM
885
Plato Investment Management
Australia
$10.5M -$752K -1,382 -7%
WIM
886
WealthPlan Investment Management
Nebraska
$10.5M +$39.2K +72 +0.4%
RCM
887
Rockbridge Capital Management
Virginia
$10.5M +$77.8K +143 +0.8%
CI
888
CX Institutional
Indiana
$10.5M +$5.15M +9,460 +98%
BSI
889
Bennett Selby Investments
Maine
$10.5M +$191K +351 +2%
ECM
890
Everence Capital Management
Indiana
$10.4M -$283K -520 -3%
TCBWMS
891
Texas Capital Bank Wealth Management Services
Texas
$10.4M -$50.1K -92 -0.5%
CHC
892
City Holding Co
West Virginia
$10.4M -$165K -303 -2%
LOPW
893
Live Oak Private Wealth
North Carolina
$10.4M +$133K +244 +1%
CAM
894
Cypress Asset Management
Texas
$10.3M -$303K -557 -3%
USAA
895
United Services Automobile Association
Texas
$10.3M – – –
BCM
896
Brasada Capital Management
Texas
$10.3M -$238K -438 -2%
PIM
897
Progressive Investment Management
Oregon
$10.2M -$222K -408 -2%
BAM
898
Bell Asset Management
Australia
$10.2M -$189K -347 -2%
HR
899
Howe & Rusling
New York
$10.1M +$167K +306 +2%
KIA
900
Knollwood Investment Advisory
Maryland
$10.1M – – –
34 35
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