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Name Holding Trade Value Shares
Change 		Change in
Stake
LWIC
1376
Leith Wheeler Investment Counsel
British Columbia, Canada
$10.5M +$532K +907 +5%
RMC
1377
Ring Mountain Capital
California
$10.5M +$10.5M +17,871 New
ET
1378
Equitable Trust
Tennessee
$10.4M +$461K +786 +5%
BBWA
1379
Bell & Brown Wealth Advisors
California
$10.4M -$70.4K -120 -0.7%
NSAM
1380
North Star Asset Management
Wisconsin
$10.4M -$379K -645 -4%
CM
1381
CastleKnight Management
New York
$10.4M +$2.7M +4,600 +35%
QC
1382
Quantessence Capital
New York
$10.4M +$10.4M +17,738 New
LAM
1383
Lynch Asset Management
Pennsylvania
$10.4M +$29.3K +50 +0.3%
CCM
1384
Consolidated Capital Management
California
$10.3M -$186K -317 -2%
CWM
1385
Circle Wealth Management
New Jersey
$10.3M +$27K +46 +0.3%
BB
1386
Bell Bank
North Dakota
$10.2M +$31.1K +53 +0.3%
JWBC
1387
J.W. Burns & Co
New York
$10.2M +$306K +521 +3%
CIP
1388
Convergence Investment Partners
Florida
$10.2M +$2.35M +4,008 +30%
FWM
1389
FFT Wealth Management
Pennsylvania
$10.2M +$224K +381 +2%
RFWA
1390
RPg Family Wealth Advisory
Massachusetts
$10.2M +$285K +485 +3%
IB
1391
Intrust Bank
Kansas
$10.1M +$219K +373 +2%
GCC
1392
Guardian Capital (Canada)
Ontario, Canada
$10.1M +$8.23M +14,019 +430%
IAIM
1393
International Assets Investment Management
Florida
$10.1M -$11.6M -19,723 -54%
WPIC
1394
White Pine Investment Company
Michigan
$10.1M -$161K -274 -2%
BCM
1395
Barometer Capital Management
Ontario, Canada
$10.1M -$592K -1,008 -5%
HCP
1396
Hamilton Capital Partners
Georgia
$10M +$10.1M +17,156 New
HCM
1397
Helios Capital Management
Singapore
$10M – – –
EFS
1398
Essex Financial Services
Connecticut
$10M +$921K +1,569 +10%
CA
1399
Claro Advisors
Massachusetts
$10M +$89.8K +153 +0.9%
SWM
1400
Selective Wealth Management
Virginia
$10M -$938K -1,598 -9%
54 55
56
57 58