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Name Holding Trade Value Shares
Change 		Change in
Stake
RCYC
1301
Richard C. Young & Co
Rhode Island
$38.4M -$212K -1,033 -0.5%
BFO
1302
Boston Family Office
Massachusetts
$38.4M +$5.38M +26,167 +16%
NW
1303
Naviter Wealth
Arkansas
$38.4M +$7.78M +37,822 +25%
CPW
1304
Cove Private Wealth
New York
$38.3M +$2.55M +12,402 +7%
BTI
1305
Blue Trust Inc
Georgia
$38.2M +$882K +4,290 +2%
1WA
1306
180 Wealth Advisors
Washington
$38.1M -$1M -4,868 -2%
IIA
1307
IPG Investment Advisors
California
$38.1M -$1.61M -7,847 -4%
LI
1308
LMCG Investments
Massachusetts
$38M -$1.59M -7,731 -4%
GAMA
1309
Graticule Asia Macro Advisors
New York
$38M – – –
PCA
1310
Private Capital Advisors
Connecticut
$37.9M -$169K -821 -0.4%
WTA
1311
Washington Trust Advisors
Massachusetts
$37.8M +$2.11M +10,257 +6%
FM
1312
Family Management
New York
$37.7M +$4.56M +22,168 +13%
PCM
1313
Parsons Capital Management
Rhode Island
$37.6M -$18.7M -90,784 -33%
MWM
1314
Marietta Wealth Management
Georgia
$37.6M -$284K -1,379 -0.7%
FCM
1315
Fortis Capital Management
Washington
$37.6M +$2.2M +10,700 +6%
BB
1316
Bell Bank
North Dakota
$37.6M +$240K +1,166 +0.6%
FDCP
1317
Foster Dykema Cabot & Partners
Massachusetts
$37.4M -$394K -1,917 -1%
JPWM
1318
Jamison Private Wealth Management
Georgia
$37.4M +$454K +2,206 +1%
WAS
1319
Winch Advisory Services
Wisconsin
$37.4M -$1.02M -4,948 -3%
PWMAG
1320
Pinnacle Wealth Management Advisory Group
New Jersey
$37.4M +$1.82M +8,869 +5%
PCG
1321
Prosperity Consulting Group
Maryland
$37.4M +$4.68M +22,759 +14%
CC
1322
Citrine Capital
California
$37.3M -$7.61K -37 -0%
AGAM
1323
AK Global Asset Management
California
$37.3M +$38.3M +186,370 New
MHC
1324
Meyer Handelman Company
New York
$37.3M +$10.6M +51,432 +38%
YDMI
1325
Y.D. More Investments
Israel
$37.3M +$16.3M +79,207 +74%
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