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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
951
Waverly Advisors
Alabama
$8.44M +$456K +865 +5%
MWM
952
Meridian Wealth Management
Kentucky
$8.4M -$228K -432 -3%
CK
953
Cohen Klingenstein
New York
$8.39M – – –
IAIM
954
International Assets Investment Management
Florida
$8.38M -$69.5K -132 -0.8%
SAI
955
Savvy Advisors Inc
New York
$8.38M +$1.73M +3,284 +24%
BP
956
Broadleaf Partners
Ohio
$8.38M -$270K -513 -3%
BRM
957
Boston Research & Management
Massachusetts
$8.37M -$1.24M -2,360 -12%
KOCAA
958
Knights of Columbus Asset Advisors
Connecticut
$8.37M +$462K +877 +6%
NIM
959
Northeast Investment Management
Massachusetts
$8.35M -$226K -430 -3%
CT
960
Coastline Trust
Rhode Island
$8.35M -$209K -397 -2%
KWMG
961
King Wealth Management Group
Florida
$8.29M -$69.5K -132 -0.8%
SP
962
Saranac Partners
$8.28M -$431K -819 -5%
RCM
963
Rockbridge Capital Management
Virginia
$8.27M -$861K -1,635 -9%
LFM
964
LGT Fund Management
Liechtenstein
$8.26M -$1.99M -3,774 -19%
AWM
965
Affinity Wealth Management
Delaware
$8.25M +$51.1K +97 +0.6%
TCWA
966
Turtle Creek Wealth Advisors
Texas
$8.22M +$54.8K +104 +0.6%
AWP
967
Ascent Wealth Partners
New York
$8.16M +$140K +265 +2%
PWP
968
Private Wealth Partners
California
$8.16M +$836K +1,587 +11%
SC
969
Saybrook Capital
North Carolina
$8.15M +$271K +515 +3%
CIA
970
Capital Investment Advisors
Georgia
$8.15M -$300K -570 -3%
WPP
971
Whalerock Point Partners
Rhode Island
$8.14M +$269K +510 +3%
MYIA
972
Mount Yale Investment Advisors
Colorado
$8.1M +$3.73M +7,090 +78%
WHG
973
Westwood Holdings Group
Texas
$8.1M +$7.96M +15,114 +1,382%
NME
974
Notis-McConarty Edward
$8.09M +$527 +1 +0%
SIM
975
Stratos Investment Management
Ohio
$8.07M -$1.88M -3,579 -18%
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