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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Moran Wealth Management
Florida
$11.4M -$1.59M -18,015 -13%
WF
727
Welch & Forbes
Massachusetts
$11.4M +$10.1M +115,125 +3,464%
BPCE
728
Bank Pictet & Cie (Europe)
Germany
$11.4M +$1.31M +14,893 +14%
AAM
729
Advisors Asset Management
Colorado
$11.3M -$1.34M -15,156 -11%
BBA
730
BLB&B Advisors
Pennsylvania
$11.3M +$5.03M +57,052 +94%
FVWA
731
Foster Victor Wealth Advisors
South Carolina
$11.3M +$9.35M +106,077 New
MSA
732
MUFG Securities Americas
New York
$11.2M +$233K +2,650 +2%
MAM
733
Mark Asset Management
New York
$11.2M +$560K +6,357 +6%
SW
734
SVB Wealth
Massachusetts
$11.2M -$114K -1,299 -1%
RC
735
Reik & Co
New York
$11.2M +$41.9K +475 +0.4%
PFGIA
736
Patriot Financial Group Insurance Agency
Massachusetts
$11.1M +$4.95M +56,185 +95%
GIM
737
Generali Investments Management
Slovenia
$11.1M -$1.69M -19,184 -14%
SAM
738
Securian Asset Management
Minnesota
$11M -$60K -681 -0.6%
NPPM
739
North Point Portfolio Managers
Ohio
$11M +$10.1M +114,529 New
FHC
740
First Horizon Corporation
Tennessee
$11M +$324K +3,677 +3%
PUI
741
Purpose Unlimited Inc
$10.9M +$4.16M +47,185 +71%
KIA
742
Knollwood Investment Advisory
Maryland
$10.9M – – –
BCV
743
Banque Cantonale Vaudoise
Switzerland
$10.8M +$1.65M +18,675 +20%
BF
744
BOK Financial
Oklahoma
$10.8M -$2.37M -26,845 -19%
BCM
745
Brookstone Capital Management
Illinois
$10.8M +$812K +9,217 +9%
KRSITF
746
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.7M – – –
SAM
747
Silvercrest Asset Management
New York
$10.7M +$2.08M +23,552 +27%
LG
748
LaFleur & Godfrey
Michigan
$10.7M +$8.92M +101,283 +1,021%
FCM
749
Fortis Capital Management
Washington
$10.7M +$300K +3,409 +3%
PA
750
Pinnacle Associates
New York
$10.7M +$1.23M +13,950 +14%
28 29
30
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