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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
801
Kingsview Wealth Management
Oregon
$106M -$538K -1,239 -0.6%
AI
802
Ariel Investments
Illinois
$106M +$38.8M +89,244 +72%
OWP
803
Obermeyer Wealth Partners
Colorado
$106M +$33K +76 +0%
IHL
804
Investment House LLC
California
$105M -$5.03M -11,584 -5%
RCP
805
RIT Capital Partners
United Kingdom
$105M +$92.1M +212,000 New
OC
806
Oakmont Corp
California
$105M -$343K -789 -0.4%
EIA
807
Edgemoor Investment Advisors
Maryland
$105M -$2.02M -4,644 -2%
CIA
808
Capital Investment Advisors
Georgia
$105M +$3.53M +8,120 +4%
VFA
809
Valeo Financial Advisors
Indiana
$104M -$27.9M -64,157 -23%
AAM
810
Aureus Asset Management
Massachusetts
$104M +$1.24M +2,860 +1%
BCV
811
Banque Cantonale Vaudoise
Switzerland
$104M -$23M -52,866 -20%
WT
812
Washington Trust
Rhode Island
$104M -$723K -1,664 -0.8%
EWM
813
Empirical Wealth Management
Washington
$104M +$4.15M +9,566 +5%
NB
814
NBT Bank
New York
$104M -$956K -2,201 -1%
MC
815
Moors & Cabot
Massachusetts
$104M -$1.27M -2,918 -1%
SIG
816
Senator Investment Group
New York
$103M +$14.1M +32,500 +19%
AWM
817
Axxcess Wealth Management
California
$103M +$1.89M +4,352 +2%
PWP
818
Private Wealth Partners
California
$103M -$3.07M -7,062 -3%
KCM
819
Kanawha Capital Management
Virginia
$103M -$945K -2,176 -1%
VVP
820
Venture Visionary Partners
Ohio
$103M -$6.26M -14,409 -7%
BCM
821
Brookstone Capital Management
Illinois
$103M -$416K -957 -0.5%
WS
822
Wedbush Securities
California
$103M -$5.25M -12,088 -6%
MCM
823
Mill Capital Management
North Carolina
$102M -$3.07M -7,070 -3%
ISL
824
Ingalls & Snyder LLC
New York
$102M -$1.42M -3,260 -2%
WG
825
Welch Group
Alabama
$102M +$468K +1,077 +0.5%
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