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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
1226
Legacy Wealth Management (Mississippi)
Mississippi
$2.66M – – –
LIM
1227
Leavell Investment Management
Alabama
$2.66M +$142K +500 +5%
ADL
1228
Asset Dedication LLC
California
$2.65M -$23.8K -84 -0.8%
BWAM
1229
Boyd Watterson Asset Management
Ohio
$2.65M +$51.6K +182 +2%
CIAS
1230
Capital Investment Advisory Services
North Carolina
$2.64M +$176K +619 +6%
EWM
1231
Evercore Wealth Management
New York
$2.64M -$113K -400 -4%
MF
1232
Magnetar Financial
Illinois
$2.64M +$2.88M +10,143 New
CS
1233
Comerica Securities
Michigan
$2.63M +$65K +229 +2%
CIM
1234
CIM Investment Management
Pennsylvania
$2.63M -$15.6K -55 -0.5%
WBC
1235
West Branch Capital
Massachusetts
$2.63M +$19.3K +68 +0.7%
SACTSONJ
1236
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.63M – – –
UAM
1237
UAS Asset Management
New York
$2.63M -$704K -2,480 -20%
KCPG
1238
Kavar Capital Partners Group
Kansas
$2.61M +$1.35M +4,774 +91%
BS
1239
Bessemer Securities
New York
$2.61M +$585K +2,061 +26%
EWM
1240
EPG Wealth Management
Georgia
$2.6M +$19.6K +69 +0.7%
AWA
1241
Artemis Wealth Advisors
New York
$2.6M – – –
FCM
1242
Firsthand Capital Management
California
$2.6M – – –
LCH
1243
Lee Capital Holdings
New York
$2.6M – – –
GAM
1244
Griffin Asset Management
New York
$2.6M – – –
HBT
1245
Heartland Bank & Trust
Illinois
$2.59M +$937K +3,302 +50%
B
1246
Barings
North Carolina
$2.58M -$1.7M -6,004 -38%
PAMG
1247
Patton Albertson Miller Group
Tennessee
$2.58M +$2.48M +8,742 +756%
HIM
1248
Hotaling Investment Management
Pennsylvania
$2.57M +$48.5K +171 +2%
SHA
1249
Seneca House Advisors
Virginia
$2.57M +$2.06M +7,246 +274%
KF
1250
Krilogy Financial
Missouri
$2.56M +$153K +538 +6%
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