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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
901
Morningstar Investment Management
Illinois
$9.91M -$2.08M -3,950 -17%
SH
902
SeaTown Holdings
Singapore
$9.84M +$1.42M +2,700 +16%
LOPW
903
Live Oak Private Wealth
North Carolina
$9.8M +$33.7K +64 +0.3%
HKAM
904
Horizon Kinetics Asset Management
New York
$9.75M -$33.2K -63 -0.3%
LWM
905
Lyell Wealth Management
California
$9.75M -$174K -330 -2%
LPT
906
Legacy Private Trust
Wisconsin
$9.75M +$102K +193 +1%
VFA
907
Valeo Financial Advisors
Indiana
$9.75M -$2M -3,791 -16%
MCWS
908
McKinley Carter Wealth Services
West Virginia
$9.74M -$665K -1,263 -6%
IWC
909
Integrated Wealth Concepts
Massachusetts
$9.71M +$3.21M +6,104 +46%
MCCA
910
Mill Creek Capital Advisors
Pennsylvania
$9.69M -$164K -312 -2%
AC
911
Apella Capital
Connecticut
$9.65M +$596K +1,132 +7%
VSQM
912
V-Square Quantitative Management
Illinois
$9.61M +$484K +919 +5%
IA
913
IFP Advisors
Florida
$9.59M +$841K +1,596 +9%
IIC
914
Ironwood Investment Counsel
Arizona
$9.54M +$368K +698 +4%
JIR
915
James Investment Research
Ohio
$9.5M -$1.22M -2,318 -11%
SF
916
Summit Financial
New Jersey
$9.47M +$3.62M +6,878 +57%
GH
917
GAM Holding
Switzerland
$9.39M -$4.85M -9,211 -33%
CAC
918
Certified Advisory Corp
Florida
$9.34M -$388K -736 -4%
YIH
919
Y-Intercept (HK)
Hong Kong
$9.27M +$9.77M +18,553 New
CCMG
920
Clark Capital Management Group
Pennsylvania
$9.25M +$1.18M +2,239 +14%
HCM
921
Huber Capital Management
California
$9.2M – – –
WG
922
Welch Group
Alabama
$9.15M +$722K +1,371 +8%
BCM
923
Brasada Capital Management
Texas
$9.15M -$954K -1,811 -9%
ISL
924
Ingalls & Snyder LLC
New York
$9.11M -$146K -277 -1%
TGAM
925
TBH Global Asset Management
Tennessee
$9.1M -$925K -1,756 -9%
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