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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1251
Waldron Private Wealth
Pennsylvania
$38.2M +$262K +648 +0.7%
PMG
1252
ProVise Management Group
Florida
$38.2M -$2.38M -5,872 -6%
CIA
1253
Covington Investment Advisors
Pennsylvania
$38.1M +$929K +2,294 +3%
CIG
1254
Cullen Investment Group
Louisiana
$38.1M +$38.1K +94 +0.1%
NIM
1255
Nexus Investment Management
Ontario, Canada
$38.1M +$2.02K +5 +0%
UBV
1256
United Bank (Virginia)
Virginia
$38.1M -$3.66M -9,039 -9%
HAIM
1257
Hunter Associates Investment Management
Pennsylvania
$38.1M -$1.84M -4,536 -5%
LIM
1258
Lingotto Investment Management
United Kingdom
$38.1M +$6.88M +17,000 +23%
BWP
1259
Barlow Wealth Partners
Kentucky
$38M -$2.34M -5,775 -6%
DAS
1260
Diversify Advisory Services
Utah
$37.9M +$36.1M +89,263 New
JSP
1261
Jackson Square Partners
California
$37.8M -$2.92M -7,202 -7%
KIA
1262
Knollwood Investment Advisory
Maryland
$37.8M +$3.48M +8,600 +11%
IAS
1263
Insigneo Advisory Services
Florida
$37.7M +$2.86M +7,064 +9%
AAIM
1264
American Assets Investment Management
California
$37.7M – – –
PWMAG
1265
Pinnacle Wealth Management Advisory Group
New Jersey
$37.7M +$62.7K +155 +0.2%
PIM
1266
Progressive Investment Management
Oregon
$37.6M -$597K -1,474 -2%
SW
1267
SlateStone Wealth
Florida
$37.5M +$5.73M +14,148 +19%
JIR
1268
James Investment Research
Ohio
$37.5M -$1.9M -4,702 -5%
WAP
1269
Wealthcare Advisory Partners
Pennsylvania
$37.5M +$9.95M +24,584 +38%
GLCM
1270
Greenlea Lane Capital Management
Connecticut
$37.5M – – –
PIP
1271
Peachtree Investment Partners
Florida
$37.5M +$221K +545 +0.6%
KCM
1272
Kennedy Capital Management
Missouri
$37.5M +$25.2M +62,258 +233%
TFA
1273
Teamwork Financial Advisors
Texas
$37.4M -$10.8M -26,766 -23%
AWM
1274
Absher Wealth Management
North Carolina
$37.4M -$265K -654 -0.7%
SGK
1275
Steigerwald Gordon & Koch
Virginia
$37.4M -$389K -961 -1%
49 50
51
52 53