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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
626
Coastline Trust
Rhode Island
$4.31M +$1.57M +42,680 +77%
BSW
627
Buckingham Strategic Wealth
Missouri
$4.29M +$90.2K +2,450 +3%
TCM
628
Twin Capital Management
Pennsylvania
$4.28M -$892K -24,210 -20%
AAIS
629
ABN AMRO Investment Solutions
$4.28M -$42.4K -1,150 -1%
WCA
630
Westover Capital Advisors
Delaware
$4.26M +$98K +2,660 +3%
PWM
631
Perigon Wealth Management
California
$4.26M +$448K +12,160 +14%
KA
632
Kercheville Advisors
Texas
$4.25M +$300K +8,150 +9%
CCG
633
Cloverfields Capital Group
Minnesota
$4.24M +$158K +4,290 +5%
WIM
634
Wittenberg Investment Management
Massachusetts
$4.22M -$3.02M -81,900 -46%
QPW
635
Quantum Private Wealth
Florida
$4.22M -$92.1K -2,500 -3%
LBWM
636
Left Brain Wealth Management
Illinois
$4.19M +$499K +13,550 +17%
BJL
637
Brighton Jones LLC
Washington
$4.16M +$255K +6,920 +8%
SFA
638
Sequoia Financial Advisors
Ohio
$4.16M +$1.65M +44,750 +90%
MIM
639
Morningstar Investment Management
Illinois
$4.09M +$136K +3,680 +4%
MCM
640
Marsico Capital Management
Colorado
$4.03M +$3.37M +91,520 New
EWA
641
EP Wealth Advisors
California
$4.01M -$22.3M -605,770 -90%
SPC
642
Sigma Planning Corp
Michigan
$4.01M -$1.02M -27,720 -23%
AP
643
Appleton Partners
Massachusetts
$4M +$787K +21,380 +31%
ZCM
644
Ziegler Capital Management
Illinois
$3.98M -$1.32M -35,830 -28%
CGL
645
Clarius Group LLC
Washington
$3.97M -$60.4K -1,640 -2%
FB
646
Fulton Bank
Pennsylvania
$3.97M -$567K -15,400 -15%
WAM
647
Wolverine Asset Management
Illinois
$3.96M +$3.31M +89,990 New
IPGDR
648
Investidor Profissional Gestao de Recursos
Brazil
$3.88M -$1.45M -39,460 -31%
CIG
649
Consolidated Investment Group
Colorado
$3.88M – – –
FHA
650
Flagship Harbor Advisors
Massachusetts
$3.87M -$186K -5,060 -5%
24 25
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