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Name Holding Trade Value Shares
Change 		Change in
Stake
V
651
Veritable
Delaware
$68.3M -$4.95M -23,042 -7%
EIA
652
Edgemoor Investment Advisors
Maryland
$68.3M -$2M -9,317 -3%
NA
653
NewEdge Advisors
Louisiana
$68.1M -$11.4M -53,105 -15%
GIA
654
Guyasuta Investment Advisors
Pennsylvania
$68.1M -$1.99M -9,253 -3%
GJIC
655
Gamble Jones Investment Counsel
California
$68.1M -$26.9K -125 -0%
CCM
656
Covington Capital Management
California
$67.4M -$475K -2,207 -0.7%
PL
657
Parthenon LLC
Kentucky
$67.3M -$1.85M -8,589 -3%
PWP
658
Private Wealth Partners
California
$67.2M +$48.8K +227 +0.1%
GH
659
GAM Holding
Switzerland
$66.4M -$4.26M -19,831 -6%
ISL
660
Ingalls & Snyder LLC
New York
$66.3M -$1.14M -5,289 -2%
BG
661
Bollard Group
Massachusetts
$66M +$31.8K +148 +0%
BGCP
662
Bristol Gate Capital Partners
Ontario, Canada
$65.9M +$2.72M +12,629 +4%
CIPU
663
Caledonia Investments plc (UK)
United Kingdom
$65.8M – – –
OCM
664
Osterweis Capital Management
California
$65.6M -$718K -3,338 -1%
AI
665
Atria Investments
North Carolina
$65.6M +$1.99M +9,242 +3%
MWM
666
Mission Wealth Management
California
$65.6M +$4.22M +19,630 +7%
MCM
667
McKinley Capital Management
Alaska
$65.4M -$3.14M -14,587 -5%
MCM
668
Maryland Capital Management
Maryland
$65.3M +$1.63M +7,563 +3%
GAM
669
Guinness Asset Management
United Kingdom
$65.2M +$11M +51,040 +21%
CAN
670
Cetera Advisor Networks
California
$65.2M -$3.05M -14,168 -5%
MI
671
Markston International
New York
$65.1M -$3.3M -15,332 -5%
CTC
672
Central Trust Company
Missouri
$65M -$606K -2,816 -1%
MIH
673
Meitav Investment House
Israel
$64.8M +$9.42M +43,795 +18%
IAA
674
Independent Advisor Alliance
North Carolina
$64.6M +$5.25M +24,425 +9%
RMA
675
Roffman Miller Associates
Pennsylvania
$64.5M +$34.5M +160,668 +53%
25 26
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