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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
826
Chas P. Smith & Associates (CPS)
Florida
$77.4M +$84.4K +207 +0.1%
WG
827
Welch Group
Alabama
$77.2M +$1.07M +2,620 +1%
HPG
828
Harvest Portfolios Group
Ontario, Canada
$77M +$19.3M +47,292 +30%
SS
829
SBI Securities
Japan
$77M -$7.99M -19,604 -9%
HAG
830
HighPoint Advisor Group
Illinois
$76.7M +$711K +1,744 +0.9%
OCM
831
Osterweis Capital Management
California
$76.7M -$4.51M -11,066 -5%
AWM
832
Axxcess Wealth Management
California
$76.5M +$1.44M +3,532 +2%
RC
833
RDST Capital
Washington
$76.5M +$14.9M +36,625 +22%
ZIC
834
ZWJ Investment Counsel
Georgia
$76.4M +$295K +724 +0.4%
CIA
835
Capital Investment Advisors
Georgia
$76.1M +$3.73M +9,159 +5%
VFA
836
Valeo Financial Advisors
Indiana
$75.6M +$1.38M +3,390 +1%
SSB
837
Sandy Spring Bank
Maryland
$75.3M -$3.08M -7,550 -4%
PA
838
Paralel Advisors
Colorado
$75.1M – – –
BWP
839
Baldwin Wealth Partners
Massachusetts
$75.1M +$885K +2,171 +1%
FAB
840
First American Bank
Illinois
$74.8M -$319K -782 -0.4%
EWM
841
Empirical Wealth Management
Washington
$74.7M +$3.06M +7,498 +4%
RIG
842
RiverFront Investment Group
Virginia
$74.6M +$7.35M +18,037 +10%
ICP
843
Ironvine Capital Partners
Nebraska
$74.3M -$879K -2,157 -1%
CAMG
844
CWA Asset Management Group
Florida
$74.1M +$1.91M +4,696 +2%
CSP
845
Cary Street Partners
Virginia
$74M +$3.52M +8,629 +5%
WFMPM
846
Woodley Farra Manion Portfolio Management
Indiana
$73.9M +$166K +408 +0.2%
FNBT
847
FineMark National Bank & Trust
Florida
$73.7M +$40K +98 +0%
GH
848
GAM Holding
Switzerland
$73.3M +$4.37M +10,717 +6%
PCM
849
Parsons Capital Management
Rhode Island
$73.2M -$559K -1,372 -0.7%
EWA
850
Exencial Wealth Advisors
Oklahoma
$72.9M -$362K -887 -0.5%
32 33
34
35 36