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Name Holding Trade Value Shares
Change 		Change in
Stake
SH
901
SeaTown Holdings
Singapore
$9.84M +$1.42M +2,700 +16%
LOPW
902
Live Oak Private Wealth
North Carolina
$9.8M +$33.7K +64 +0.3%
HKAM
903
Horizon Kinetics Asset Management
New York
$9.75M -$33.2K -63 -0.3%
LWM
904
Lyell Wealth Management
California
$9.75M -$174K -330 -2%
LPT
905
Legacy Private Trust
Wisconsin
$9.75M +$102K +193 +1%
VFA
906
Valeo Financial Advisors
Indiana
$9.75M -$2M -3,791 -16%
MCWS
907
McKinley Carter Wealth Services
West Virginia
$9.74M -$665K -1,263 -6%
IWC
908
Integrated Wealth Concepts
Massachusetts
$9.71M +$3.21M +6,104 +46%
MCCA
909
Mill Creek Capital Advisors
Pennsylvania
$9.69M -$164K -312 -2%
AC
910
Apella Capital
Connecticut
$9.65M +$596K +1,132 +7%
VSQM
911
V-Square Quantitative Management
Illinois
$9.61M +$484K +919 +5%
IA
912
IFP Advisors
Florida
$9.59M +$841K +1,596 +9%
IIC
913
Ironwood Investment Counsel
Arizona
$9.54M +$368K +698 +4%
JIR
914
James Investment Research
Ohio
$9.5M -$1.22M -2,318 -11%
SF
915
Summit Financial
New Jersey
$9.47M +$3.62M +6,878 +57%
GH
916
GAM Holding
Switzerland
$9.39M -$4.85M -9,211 -33%
CAC
917
Certified Advisory Corp
Florida
$9.34M -$388K -736 -4%
YIH
918
Y-Intercept (HK)
Hong Kong
$9.27M +$9.77M +18,553 New
CCMG
919
Clark Capital Management Group
Pennsylvania
$9.25M +$1.18M +2,239 +14%
HCM
920
Huber Capital Management
California
$9.2M – – –
WG
921
Welch Group
Alabama
$9.15M +$722K +1,371 +8%
BCM
922
Brasada Capital Management
Texas
$9.15M -$954K -1,811 -9%
ISL
923
Ingalls & Snyder LLC
New York
$9.11M -$146K -277 -1%
TGAM
924
TBH Global Asset Management
Tennessee
$9.1M -$925K -1,756 -9%
HIFS
925
Hingham Institution for Savings
Massachusetts
$9.04M +$632K +1,200 +7%
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37
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