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Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
851
United Services Automobile Association
Texas
$29.1M – – –
RFMS
852
RWQ Financial Management Services
Florida
$29M -$1.12M -1,733 -3%
LWM
853
Lyell Wealth Management
California
$29M +$511K +792 +2%
GC
854
Grimes & Company
Massachusetts
$28.8M -$423K -656 -1%
PIM
855
Plato Investment Management
Australia
$28.8M -$3.49M -5,403 -10%
HT
856
Headlands Technologies
Illinois
$28.6M +$30.9M +47,907 +2,782%
TS
857
Tamar Securities
California
$28.4M +$3.48M +5,390 +12%
DCM
858
Dupont Capital Management
Delaware
$28.4M +$2.24M +3,471 +8%
BFA
859
Bragg Financial Advisors
North Carolina
$28.2M +$9.03K +14 +0%
HCP
860
Hexagon Capital Partners
Arkansas
$28.1M -$1.59M -2,461 -5%
UAS
861
United Asset Strategies
New York
$28M +$341K +528 +1%
DAS
862
Diversify Advisory Services
Utah
$27.8M -$19.9M -30,820 -38%
JC
863
Jacobs & Co
California
$27.8M -$1.49M -2,310 -5%
MAP
864
Managed Asset Portfolios
Michigan
$27.7M -$688K -1,066 -2%
AP
865
Archon Partners
New Jersey
$27.7M – – –
ECM
866
Everence Capital Management
Indiana
$27.6M -$4.21M -6,530 -12%
FTWA
867
Fifth Third Wealth Advisors
Ohio
$27.3M +$3.78M +5,863 +14%
PI
868
PFG Investments
New York
$27.2M +$595K +922 +2%
BG
869
BDF Gestion
France
$27.2M – – –
FLII
870
First Long Island Investors
New York
$27M +$6.79M +10,531 +29%
JIC
871
Joel Isaacson & Co
New York
$26.9M +$184K +285 +0.6%
PNC
872
Park National Corp
Ohio
$26.8M +$25.4M +39,425 +559%
AC
873
AMS Capital
Brazil
$26.7M +$2.39M +3,705 +9%
PAI
874
Pittenger & Anderson Inc
Nebraska
$26.7M +$2.67M +4,142 +10%
CVM
875
Cheviot Value Management
California
$26.7M +$3.76M +5,827 +15%
33 34
35
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