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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1101
RMR Wealth Builders
New Jersey
$40M +$171K +1,361 +0.5%
APSI
1102
Asset Planning Services Inc
Louisiana
$40M -$228K -1,814 -0.7%
C
1103
Certuity
Florida
$40M +$256K +2,036 +0.8%
HI
1104
Harbour Investments
Wisconsin
$39.7M +$351K +2,789 +1%
ACM
1105
Aljian Capital Management
Nevada
$39.6M -$1.18M -9,405 -4%
FBB
1106
Fulton Breakefield Broenniman
Maryland
$39.5M +$6.18M +49,074 +24%
CCAM
1107
Codex Capital Asset Management
Texas
$39.5M – – –
GLAM
1108
Gardner Lewis Asset Management
Pennsylvania
$39.4M -$2.02M -16,080 -6%
CIA
1109
CCM Investment Advisers
South Carolina
$39.3M -$708K -5,624 -2%
EAM
1110
Eventide Asset Management
Massachusetts
$39.2M +$5.57M +44,292 +22%
FMLI
1111
Fukoku Mutual Life Insurance
Japan
$39.2M +$7.62M +60,558 +32%
RDWM
1112
Red Door Wealth Management
Tennessee
$39.2M +$1.75M +13,922 +6%
FP
1113
FFG Partners
Florida
$39.1M +$1.55M +12,299 +5%
CWM
1114
Cornerstone Wealth Management
Missouri
$39M +$538K +4,276 +2%
TPCW
1115
TD Private Client Wealth
New York
$39M +$264K +2,094 +0.9%
WB
1116
Webster Bank
Connecticut
$39M -$388K -3,080 -1%
MC
1117
Mirabaud & Cie
Switzerland
$38.9M -$1.5M -11,935 -5%
TM
1118
TigerOak Management
New Mexico
$38.9M +$269K +2,141 +0.9%
LSPW
1119
Lake Street Private Wealth
Illinois
$38.7M +$8.18K +65 +0%
SAM
1120
Sawgrass Asset Management
Florida
$38.7M -$1.34M -10,623 -4%
SI
1121
Sora Investors
Pennsylvania
$38.6M +$11.8M +93,919 +62%
FAIM
1122
Financial Advocates Investment Management
Washington
$38.5M -$27.2M -216,427 -47%
CA
1123
CoreCap Advisors
Michigan
$38.4M +$807K +6,410 +3%
SHGA
1124
Sand Hill Global Advisors
California
$38.3M +$406K +3,230 +1%
SW
1125
SVB Wealth
Massachusetts
$38.2M -$18.4M -146,378 -38%
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