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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1026
Cobblestone Capital Advisors
New York
$37.5M +$4.11M +16,098 +14%
DWP
1027
Daymark Wealth Partners
Ohio
$37.5M +$5.11M +20,050 +18%
PR
1028
Payden & Rygel
California
$37.4M – – –
LFAS
1029
Level Four Advisory Services
Texas
$37.3M -$2.55M -10,004 -7%
MAP
1030
Managed Asset Portfolios
Michigan
$37.2M -$831K -3,256 -2%
PIA
1031
Petredis Investment Advisors
Pennsylvania
$37.2M +$378K +1,481 +1%
VIA
1032
Vident Investment Advisory
Georgia
$37.1M +$6.63M +25,996 +25%
HI
1033
Hoey Investments
Pennsylvania
$37M -$366K -1,436 -1%
ET
1034
Equitable Trust
Tennessee
$36.9M -$407K -1,594 -1%
TC
1035
Telemus Capital
Michigan
$36.8M +$11.5K +45 +0%
CPH
1036
C Partners Holding
Switzerland
$36.8M +$4.21M +16,492 +15%
OPCM
1037
Osborne Partners Capital Management
California
$36.7M -$152K -596 -0.5%
AC
1038
Addenda Capital
Quebec, Canada
$36.6M -$533K -2,089 -2%
GKWIM
1039
Gerber Kawasaki Wealth & Investment Management
California
$36.6M +$87K +341 +0.3%
FCMC
1040
Founders Capital Management (Connecticut)
Connecticut
$36.6M +$244K +958 +0.8%
ATI
1041
Act Two Investors
California
$36.5M +$17.6M +69,014 +120%
KCMH
1042
Keywise Capital Management (HK)
Hong Kong
$36.5M +$32.3M +126,600 New
CAM
1043
Carret Asset Management
New York
$36.5M -$1.57M -6,158 -5%
ECU
1044
Eisler Capital (UK)
United Kingdom
$36.4M +$32.2M +126,422 New
SRC
1045
Shufro Rose & Co
New York
$36.4M -$368K -1,441 -1%
CB
1046
Cadence Bank
Mississippi
$36.4M -$1.99M -7,788 -6%
USCWA
1047
U.S. Capital Wealth Advisors
Texas
$36.4M -$2.69M -10,542 -8%
TCOT
1048
Trust Company of Toledo
Ohio
$36.1M +$1.45M +5,667 +5%
EH
1049
Equitable Holdings
New York
$36.1M -$263K -1,031 -0.8%
WTB
1050
Washington Trust Bank
Washington
$36M +$1.7M +6,663 +6%
40 41
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