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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1101
Channing Capital Management
Illinois
$7.38M – – –
RSVP
1102
Ramsay Stattman Vela & Price
Colorado
$7.38M -$208K -3,239 -3%
SWM
1103
SVA Wealth Management
Wisconsin
$7.34M -$404K -6,303 -5%
AR
1104
Advisory Research
Illinois
$7.34M +$3.07M +47,883 +75%
SFM
1105
Systematic Financial Management
New Jersey
$7.29M -$10.6M -165,025 -60%
SPIA
1106
Steward Partners Investment Advisory
New York
$7.28M +$2.7M +42,176 +62%
BCM
1107
Blume Capital Management
California
$7.28M -$497K -7,750 -7%
SSP
1108
Sapphire Star Partners
Washington
$7.25M -$696K -10,854 -9%
JAM
1109
JW Asset Management
Florida
$7.25M +$3.2M +50,000 +83%
WTB
1110
Washington Trust Bank
Washington
$7.23M +$261K +4,073 +4%
MBTD
1111
Mechanics Bank - Trust Department
California
$7.21M -$706K -11,013 -9%
FCH
1112
Freestone Capital Holdings
Washington
$7.21M +$99.1K +1,546 +1%
FAT
1113
First American Trust
California
$7.17M -$161K -2,509 -2%
LCC
1114
Lincoln Capital Corp
Rhode Island
$7.17M -$203K -3,173 -3%
DG
1115
Davidson & Garrard
Virginia
$7.16M +$12.2K +191 +0.2%
WAM
1116
Wealthspire Advisors (Maryland)
Maryland
$7.14M +$347K +5,417 +5%
MC
1117
Moors & Cabot
Massachusetts
$7.13M -$176K -2,749 -2%
GIM
1118
Goelzer Investment Management
Indiana
$7.09M -$1.58M -24,610 -19%
GWM
1119
Geneos Wealth Management
Colorado
$7.07M +$305K +4,763 +5%
MMG
1120
Monetary Management Group
Missouri
$7.06M +$81.7K +1,275 +1%
TCM
1121
Tradition Capital Management
New Jersey
$7.06M -$1.4M -21,819 -17%
JGUA
1122
John G. Ullman & Associates
New York
$7.04M -$127K -1,975 -2%
FG
1123
Fiduciary Group
Georgia
$6.99M +$621K +9,686 +10%
WCM
1124
Weik Capital Management
Pennsylvania
$6.99M -$36.5K -570 -0.5%
TFA
1125
Transamerica Financial Advisors
Florida
$6.96M -$39K -609 -0.6%
43 44
45
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