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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
Avitas Wealth Management
California
$3.1M +$487K +2,663 +20%
BC
1227
Brio Consultants
California
$3.09M -$475K -2,600 -14%
MUAMU
1228
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.09M +$2.92M +16,000 New
OAM
1229
Ostrum Asset Management
France
$3.09M +$2.92M +16,000 New
PMG
1230
ProVise Management Group
Florida
$3.08M -$53.7K -294 -2%
FANJ
1231
Financial Architects (New Jersey)
New Jersey
$3.08M -$147K -804 -5%
SWA
1232
SFMG Wealth Advisors
Texas
$3.08M +$10.4K +57 +0.4%
ATPW
1233
Ashton Thomas Private Wealth
Arizona
$3.07M -$210K -1,150 -7%
FLPIM
1234
F.L. Putnam Investment Management
Massachusetts
$3.07M +$1.75M +9,586 +152%
BBWA
1235
Bell & Brown Wealth Advisors
California
$3.06M +$47.7K +261 +2%
GLA
1236
Great Lakes Advisors
Illinois
$3.06M -$86.8K -475 -3%
RCM
1237
Rings Capital Management
Illinois
$3.05M – – –
NAM
1238
NorthCoast Asset Management
Connecticut
$3.04M +$2.88M +15,763 New
GAM
1239
Griffin Asset Management
New York
$3.04M +$547K +2,993 +23%
HIS
1240
Horizon Investment Services
Indiana
$3.03M -$72.5K -397 -2%
NCM
1241
Narwhal Capital Management
Georgia
$3.02M -$4.93K -27 -0.2%
HCA
1242
Harbour Capital Advisors
Virginia
$3.02M -$385K -2,108 -12%
WMSA
1243
Weiss Multi-Strategy Advisers
New York
$3.01M +$2.85M +15,600 New
ANB
1244
Amarillo National Bank
Texas
$3M – – –
NO
1245
Ninety One
South Africa
$3M +$2.88M +15,759 New
LAIC
1246
Lederer & Associates Investment Counsel
California
$3M -$370K -2,026 -12%
TC
1247
Tairen Capital
Hong Kong
$2.99M -$32.2M -176,288 -92%
AC
1248
Avestar Capital
New York
$2.99M -$46K -252 -2%
MF
1249
Manchester Financial
California
$2.99M -$40.6K -222 -1%
EBT
1250
Enterprise Bank & Trust
Massachusetts
$2.99M +$122K +665 +4%
48 49
50
51 52