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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
776
Marks Group Wealth Management
Minnesota
$2.16M +$303K +3,496 +13%
CCM
777
Cohen Capital Management
California
$2.15M – – –
RIM
778
Reliant Investment Management
Tennessee
$2.15M -$126K -1,455 -5%
FF
779
FourThought Financial
Florida
$2.14M +$250K +2,878 +10%
AP
780
Americana Partners
Texas
$2.13M +$2.08M +23,971 +367%
AUB
781
Atlantic Union Bankshares
Virginia
$2.12M -$36.6K -422 -1%
FG
782
Fiduciary Group
Georgia
$2.11M -$776K -8,948 -30%
SLI
783
Sumitomo Life Insurance
Japan
$2.09M +$47.8K +551 +2%
OSAM
784
O'Shaughnessy Asset Management
Connecticut
$2.08M +$221K +2,549 +9%
MIA
785
MMBG Investment Advisors
Florida
$2.07M -$4.1M -47,314 -61%
VHAM
786
Van Hulzen Asset Management
California
$2.06M -$197K -2,276 -7%
JWCA
787
J.W. Cole Advisors
Florida
$2.06M +$238K +2,744 +10%
MYIA
788
Mount Yale Investment Advisors
Colorado
$2.04M +$175K +2,019 +7%
PA
789
Parallel Advisors
California
$2.04M -$648K -7,470 -20%
CAM
790
Cypress Asset Management
Texas
$2.02M -$465K -5,361 -16%
BA
791
Bristlecone Advisors
Washington
$2.01M +$114K +1,314 +5%
WHG
792
Westwood Holdings Group
Texas
$2M -$1.55M -17,922 -39%
MJP
793
Michael J. Puzo
$1.99M +$215K +2,475 +10%
IRAG
794
Investment Research & Advisory Group
Georgia
$1.98M +$241K +2,782 +13%
AIM
795
Arcadia Investment Management
Michigan
$1.96M -$479K -5,519 -16%
MVA
796
Mount Vernon Associates
Maryland
$1.96M – – –
KFP
797
KMG Fiduciary Partners
Ohio
$1.94M +$705K +8,126 +41%
CTA
798
Colonial Trust Advisors
South Carolina
$1.94M +$138K +1,595 +6%
AMI
799
Amica Mutual Insurance
Rhode Island
$1.93M – – –
QT
800
Quantbot Technologies
New York
$1.92M +$2.39M +27,522 New
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