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Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
726
Laird Norton Wetherby Trust Company
Washington
$45.1M -$626K -1,024 -1%
WP
727
Waycross Partners
Kentucky
$45.1M +$618K +1,011 +1%
ACM
728
Advisors Capital Management
New Jersey
$45.1M +$2.75M +4,502 +6%
OWP
729
Obermeyer Wealth Partners
Colorado
$45M +$879K +1,437 +2%
AC
730
Avestar Capital
New York
$45M +$1.02M +1,666 +2%
CL
731
Choreo LLC
Illinois
$45M -$1.67M -2,729 -3%
TS
732
Triglav Skladi
Slovenia
$44.9M -$4.22M -6,903 -8%
HCM
733
Howard Capital Management
Georgia
$44.9M +$23.8M +38,868 +95%
CK
734
Cohen Klingenstein
New York
$44.8M – – –
CCC
735
Cable Car Capital
California
$44.7M +$48.6M +79,400 New
CM
736
Cercano Management
Washington
$44.6M -$43.5M -71,217 -47%
FIA
737
Foundations Investment Advisors
Arizona
$44.4M +$2.56M +4,192 +6%
WIM
738
WIM Investment Management
Hong Kong
$44.2M – – –
CGPCS
739
Capital Group Private Client Services
California
$43.9M -$5.7M -9,317 -11%
SCP
740
Seizert Capital Partners
Michigan
$43.9M +$34.7M +56,769 +268%
TSM
741
Two Star Manager
Florida
$43.8M +$1.89M +3,087 +4%
LCM
742
Logan Capital Management
Pennsylvania
$43.8M +$47.5M +77,730 New
CTI
743
Community Trust & Investment
Kentucky
$43.8M +$8.37M +13,690 +21%
SBCM
744
Schwerin Boyle Capital Management
Massachusetts
$43.5M -$712K -1,165 -1%
FCH
745
Freestone Capital Holdings
Washington
$43.4M +$4.4M +7,194 +10%
EF
746
Empirical Finance
Pennsylvania
$43.4M +$1.57M +2,572 +3%
CWP
747
Capital Wealth Planning
Florida
$43.3M -$1.85M -3,020 -4%
FLPIM
748
F.L. Putnam Investment Management
Massachusetts
$43.3M -$3.26M -5,337 -6%
FFA
749
Farther Finance Advisors
California
$43.2M +$3.45M +5,635 +8%
AAM
750
Aureus Asset Management
Massachusetts
$43.2M +$574K +939 +1%
28 29
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