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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1101
Marshall & Sullivan
Washington
$2.38M – – –
PAA
1102
Peregrine Asset Advisers
Oregon
$2.37M -$27K -164 -1%
ZB
1103
Zions Bancorporation
Utah
$2.37M +$1.27M +7,720 +119%
NED
1104
Nancy E. Dempze
$2.36M +$127K +772 +6%
VFA
1105
Valeo Financial Advisors
Indiana
$2.35M -$169K -1,026 -7%
O
1106
Ossiam
France
$2.35M +$696K +4,219 +43%
GKIM
1107
GW&K Investment Management
Massachusetts
$2.35M -$1.2M -7,276 -34%
BFEC
1108
Benjamin F. Edwards & Company
Missouri
$2.34M +$548K +3,321 +31%
AF
1109
Ally Financial
Michigan
$2.33M – – –
LT
1110
Lindsell Train
United Kingdom
$2.32M – – –
MWM
1111
Modera Wealth Management
New Jersey
$2.31M +$1.66M +10,041 +261%
SGI
1112
Summit Global Investments
Utah
$2.31M -$1.03M -6,246 -31%
WWM
1113
Western Wealth Management
Colorado
$2.3M +$2.27M +13,768 New
PHIC
1114
Pine Haven Investment Counsel
Massachusetts
$2.29M +$2.26M +13,720 New
KFP
1115
KMG Fiduciary Partners
Ohio
$2.28M -$33.8K -205 -1%
CW
1116
CreativeOne Wealth
Kansas
$2.28M -$68.3K -414 -3%
PG
1117
Pendal Group
Australia
$2.27M -$97.3K -590 -4%
MWA
1118
Moser Wealth Advisors
Washington
$2.26M – – –
CGL
1119
Clarius Group LLC
Washington
$2.26M +$25.2K +153 +1%
CPA
1120
Capital Planning Advisors
California
$2.25M +$79.5K +482 +4%
FAIM
1121
Financial Advocates Investment Management
Washington
$2.25M -$540K -3,273 -19%
ITIM
1122
Indiana Trust & Investment Management
Indiana
$2.24M +$22.6K +137 +1%
DPIM
1123
Duff & Phelps Investment Management
Illinois
$2.23M +$17.8K +108 +0.8%
NO
1124
Ninety One
South Africa
$2.23M +$36K +218 +2%
TIA
1125
Trust Investment Advisors
Indiana
$2.22M -$21.3K -129 -1%
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