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Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
1876
Stephen W. Kidder
$12.6M +$142K +471 +1%
MCM
1877
Morton Capital Management
California
$12.6M -$31.6K -105 -0.3%
SSG
1878
Summit Securities Group
New York
$12.6M +$366K +1,217 +3%
FPS
1879
Fieldpoint Private Securities
Connecticut
$12.6M -$1.08M -3,586 -8%
CG
1880
CFO4Life Group
Texas
$12.5M -$31.3K -104 -0.3%
LCH
1881
Lee Capital Holdings
New York
$12.5M +$40.6K +135 +0.3%
LOIM
1882
Liberty One Investment Management
Illinois
$12.5M +$545K +1,813 +5%
LJAC
1883
L.J. Altfest & Co
New York
$12.5M -$137K -455 -1%
NC
1884
Naman Capital
Brazil
$12.5M – – –
MYIA
1885
Mount Yale Investment Advisors
Colorado
$12.5M +$81.2K +270 +0.7%
AWCI
1886
Alpine Woods Capital Investors
New York
$12.4M +$7.47M +24,841 +161%
CCM
1887
Copeland Capital Management
Pennsylvania
$12.4M +$2.77M +9,208 +30%
LOPW
1888
Live Oak Private Wealth
North Carolina
$12.4M -$325K -1,081 -3%
MFA
1889
Mayflower Financial Advisors
Massachusetts
$12.4M +$92.4K +307 +0.8%
BIM
1890
Baldwin Investment Management
Pennsylvania
$12.4M -$422K -1,402 -3%
RCM
1891
Ravenstone Capital Management
$12.4M +$264K +877 +2%
FBC
1892
Fairfield, Bush & Co
Connecticut
$12.4M -$722K -2,399 -6%
CCM
1893
Cinctive Capital Management
New York
$12.3M +$7.79M +25,886 +183%
CCC
1894
Chelsea Counsel Company
California
$12.3M -$121K -402 -1%
WA
1895
WBH Advisory
Maryland
$12.3M -$834K -2,771 -6%
ADL
1896
Asset Dedication LLC
California
$12.3M -$1.82M -6,062 -13%
NWM
1897
NEIRG Wealth Management
Massachusetts
$12.3M -$1.34M -4,449 -10%
CA
1898
Crewe Advisors
Utah
$12.3M +$855K +2,841 +8%
KP
1899
Keel Point
Alabama
$12.3M +$445K +1,479 +4%
TIM
1900
Thornburg Investment Management
New Mexico
$12.3M +$2.11M +6,999 +21%
74 75
76
77 78