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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1876
Arbor Investment Advisors
North Carolina
$827K – – –
GC
1877
Gilbert & Cook
Iowa
$827K +$780K +4,029 New
GC
1878
Grimes & Company
Massachusetts
$824K +$52.3K +270 +7%
BWM
1879
Baystate Wealth Management
Massachusetts
$822K +$4.46K +23 +0.6%
BFPW
1880
BOK Financial Private Wealth
Colorado
$822K +$55.8K +288 +8%
QCIG
1881
Quad-Cities Investment Group
Iowa
$821K -$81.3K -420 -10%
LJAC
1882
L.J. Altfest & Co
New York
$821K -$27.3K -141 -3%
MIM
1883
Moseley Investment Management
Florida
$817K -$2.9K -15 -0.4%
MCC
1884
Malaga Cove Capital
California
$812K -$5.81K -30 -0.8%
WWM
1885
WT Wealth Management
Arizona
$811K -$13K -67 -2%
LFA
1886
Legend Financial Advisors
Pennsylvania
$806K -$46.5K -240 -6%
AA
1887
Apriem Advisors
California
$805K +$15.7K +81 +2%
TP
1888
Tranquility Partners
Tennessee
$797K – – –
MA
1889
MONECO Advisors
Connecticut
$796K – – –
MIM
1890
Manitou Investment Management
Ontario, Canada
$796K +$29.1K +150 +4%
NNP
1891
Nachman Norwood & Parrott
South Carolina
$793K +$201K +1,037 +37%
MFW
1892
Meristem Family Wealth
Minnesota
$792K -$45.9K -237 -6%
AIP
1893
ARS Investment Partners
New York
$791K – – –
9WM
1894
9258 Wealth Management
Ohio
$791K +$412K +2,126 +123%
PCM
1895
Parsons Capital Management
Rhode Island
$789K – – –
VNA
1896
Valley National Advisers
Pennsylvania
$789K +$11.6K +60 +2%
MPCG
1897
Matrix Private Capital Group
New York
$789K +$744K +3,842 New
SBH
1898
Segall Bryant & Hamill
Illinois
$788K -$35.4K -183 -5%
CC
1899
Cannell & Co
New York
$788K +$24.2K +125 +3%
DWM
1900
Destination Wealth Management
California
$787K +$282K +1,456 +61%
74 75
76
77 78