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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
976
Sheets Smith Wealth Management
North Carolina
$1.18M +$23K +155 +2%
SGCA
977
Steel Grove Capital Advisors
Tennessee
$1.17M -$439K -2,953 -28%
KA
978
Klingman & Associates
New York
$1.17M +$1.15M +7,711 New
IFAM
979
Institutional & Family Asset Management
Colorado
$1.17M +$113K +760 +11%
HPCM
980
High Pointe Capital Management
Illinois
$1.16M – – –
CIM
981
CIM Investment Management
Pennsylvania
$1.14M -$25.4K -171 -2%
AAMA
982
Advanced Asset Management Advisors
Ohio
$1.14M +$1.12M +7,510 New
SOAMC
983
Spirit of America Management Corp
New York
$1.14M – – –
CC
984
Capital Counsel
New York
$1.13M – – –
AI
985
Ariel Investments
Illinois
$1.13M – – –
AC
986
Arjuna Capital
North Carolina
$1.12M +$1.1M +7,404 New
CC
987
Cannell & Co
New York
$1.12M – – –
CBT
988
Capital Bank & Trust
California
$1.12M -$88.8K -597 -7%
NAMA
989
Nikko Asset Management Americas
New York
$1.11M – – –
CIA
990
Choate Investment Advisors
Massachusetts
$1.11M -$75.1K -505 -6%
PP
991
Patten & Patten
Tennessee
$1.11M – – –
BWA
992
BDO Wealth Advisors
Florida
$1.11M +$63.2K +425 +6%
RWP
993
RWA Wealth Partners
Massachusetts
$1.1M -$3.12K -21 -0.3%
HIC
994
Holderness Investments Company
North Carolina
$1.1M – – –
SBH
995
Segall Bryant & Hamill
Illinois
$1.1M +$127K +853 +13%
PA
996
Pinnacle Associates
New York
$1.1M +$85.9K +578 +9%
PLFAM
997
Pineno Levin & Ford Asset Management
Virginia
$1.09M – – –
AIM
998
Allen Investment Management
New York
$1.09M -$35.1K -236 -3%
CSIC
999
Clifford Swan Investment Counsel
California
$1.09M +$149 +1 +0%
CWM
1000
Cornerstone Wealth Management
Missouri
$1.09M -$19K -128 -2%
38 39
40
41 42