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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1826
Burling Wealth Partners
Illinois
$11.7M +$12M +86,801 New
AP
1827
Appleton Partners
Massachusetts
$11.7M +$602K +4,365 +5%
BFG
1828
Beacon Financial Group
Texas
$11.7M -$73.3K -532 -0.6%
MCM
1829
McDonough Capital Management
Florida
$11.6M +$1.62M +11,721 +16%
MWM
1830
Merriman Wealth Management
Washington
$11.6M -$9.65K -70 -0.1%
NAMNJ
1831
NorthStar Asset Management (New Jersey)
New Jersey
$11.6M -$118K -859 -1%
HIP
1832
Harrell Investment Partners
Texas
$11.6M +$37.5K +272 +0.3%
CA
1833
Continuum Advisory
Idaho
$11.6M -$76.9K -558 -0.6%
AWM
1834
Accurate Wealth Management
Florida
$11.6M +$891K +6,466 +8%
VIS
1835
Vega Investment Solutions
France
$11.6M +$11.9M +86,355 New
GSWM
1836
Golden State Wealth Management
California
$11.6M +$11.9M +86,135 New
SH
1837
SLT Holdings
Arizona
$11.6M +$11.9M +86,112 New
MUAMU
1838
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$11.5M +$3.31M +24,000 +39%
JWM
1839
Jeppson Wealth Management
California
$11.5M -$117K -846 -1%
TNB
1840
Thomasville National Bank
Georgia
$11.5M +$272K +1,976 +2%
FIS
1841
Fundsmith Investment Services
Mauritius
$11.5M – – –
RIG
1842
Renaissance Investment Group
Massachusetts
$11.5M +$182K +1,324 +2%
QWP
1843
Quotient Wealth Partners
Texas
$11.5M +$1.09M +7,875 +10%
ATC
1844
Adirondack Trust Company
New York
$11.5M -$610K -4,423 -5%
BST
1845
Bath Savings Trust
Maine
$11.5M -$137K -993 -1%
FIM
1846
Freedom Investment Management
Connecticut
$11.5M +$167K +1,214 +1%
DFA
1847
Delta Financial Advisors
Louisiana
$11.4M +$305K +2,210 +3%
RFA
1848
ROI Financial Advisors
Oregon
$11.4M -$1.64M -11,905 -12%
FAN
1849
Financial Advisors Network
California
$11.4M +$11.7M +85,101 New
SOW
1850
State of Wyoming
Wyoming
$11.4M +$6.23M +45,214 +113%
72 73
74
75 76