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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
1001
Codex Capital Asset Management
Texas
$8.01M – – –
CICC
1002
Capital Investment Counsel (Colorado)
Colorado
$8M -$240K -418 -3%
HHAA
1003
Henry H. Armstrong Associates
Pennsylvania
$7.99M – – –
SAMU
1004
Stenham Asset Management UK
$7.99M +$8.07M +14,050 New
FNA
1005
First National Advisers
Nebraska
$7.98M +$148K +258 +2%
CS
1006
Cannell & Spears
New York
$7.97M -$44.8K -78 -0.6%
USCWA
1007
U.S. Capital Wealth Advisors
Texas
$7.96M -$25.3K -44 -0.3%
WF
1008
Welch & Forbes
Massachusetts
$7.88M +$18.4K +32 +0.2%
NG
1009
Norden Group
Utah
$7.87M -$190K -330 -2%
GM
1010
GeoWealth Management
Illinois
$7.85M +$1.65M +2,870 +26%
PGFC
1011
Peapack-Gladstone Financial Corp
New Jersey
$7.85M +$217K +378 +3%
MWM
1012
Modera Wealth Management
New Jersey
$7.84M -$40.2K -70 -0.5%
DBG
1013
De Burlo Group
Massachusetts
$7.84M +$17.2K +30 +0.2%
PFPT
1014
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.82M -$7.47K -13 -0.1%
YC
1015
Yarbrough Capital
Tennessee
$7.8M – – –
IRAG
1016
Investment Research & Advisory Group
Georgia
$7.8M +$116K +202 +1%
FSA
1017
Fort Sheridan Advisors
Illinois
$7.76M +$74.1K +129 +1%
ACM
1018
Alcosta Capital Management
California
$7.74M -$125K -217 -2%
BA
1019
Bridgewater Advisors
New York
$7.74M -$30.4K -53 -0.4%
AWM
1020
Axxcess Wealth Management
California
$7.72M -$169K -294 -2%
NP
1021
NorthRock Partners
Minnesota
$7.71M +$1.36M +2,364 +21%
EAM
1022
Eukles Asset Management
Ohio
$7.71M -$122K -213 -2%
AWP
1023
Ascent Wealth Partners
New York
$7.69M -$61.4K -107 -0.8%
FRA
1024
Frank Rimerman Advisors
California
$7.69M -$36.8K -64 -0.5%
GRP
1025
Global Retirement Partners
California
$7.68M +$412K +718 +6%
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