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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1126
Auxier Asset Management
Oregon
$36.3M -$174K -527 -0.5%
PIM
1127
Penobscot Investment Management
Massachusetts
$36.3M +$5.68M +17,189 +18%
BFEC
1128
Benjamin F. Edwards & Company
Missouri
$36.3M -$1.8M -5,457 -5%
TFA
1129
Teamwork Financial Advisors
Texas
$36.2M +$2.7M +8,169 +8%
LW
1130
Linscomb Wealth
Texas
$36.2M -$1.85M -5,593 -5%
CWP
1131
Cyndeo Wealth Partners
Florida
$36.2M +$2.21M +6,678 +6%
BL
1132
Balentine LLC
Georgia
$36.1M +$212K +643 +0.6%
RG
1133
Renaissance Group
Kentucky
$36.1M -$1.27M -3,840 -3%
CCP
1134
Clarkston Capital Partners
Michigan
$36.1M -$363K -1,100 -1%
ST
1135
Spinnaker Trust
Maine
$36M -$190K -575 -0.5%
MWM
1136
Moran Wealth Management
Florida
$36M +$6.63M +20,050 +21%
1WA
1137
180 Wealth Advisors
Washington
$36M +$14.9K +45 +0%
SPC
1138
Stewart & Patten Company
California
$35.8M -$1.24M -3,750 -3%
FNFDCM
1139
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$35.7M -$551K -1,666 -1%
LA
1140
Lynch & Associates
Indiana
$35.6M -$76.3K -231 -0.2%
TF
1141
Tompkins Financial
New York
$35.6M -$436K -1,319 -1%
KJWM
1142
Kiley Juergens Wealth Management
Washington
$35.6M -$993K -3,005 -3%
KFP
1143
KMG Fiduciary Partners
Ohio
$35.5M +$1.28M +3,870 +4%
WC
1144
Whitney & Co
New York
$35.3M +$15.9K +48 +0%
FDP
1145
Financiere des Professionnels
Quebec, Canada
$35.3M +$36.9M +111,700 New
FM
1146
Freemont Management
Switzerland
$35.2M +$4.96M +15,000 +16%
WAM
1147
Wilsey Asset Management
California
$35.1M – – –
NCM
1148
Novare Capital Management
North Carolina
$35.1M -$5.42M -16,390 -13%
DP
1149
DDD Partners
Washington
$35M -$3.27M -9,884 -9%
CAL
1150
Capital Analysts LLC
Pennsylvania
$35M +$1.14M +3,463 +3%
44 45
46
47 48