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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
701
Advisor Partners
California
$3.22M +$54.2K +636 +2%
CP
702
Cumberland Partners
Ontario, Canada
$3.21M +$1.29M +15,117 +71%
AWM
703
AE Wealth Management
Kansas
$3.19M +$314K +3,685 +11%
BCMO
704
Buckingham Capital Management (Ohio)
Ohio
$3.19M -$741K -8,690 -19%
GT
705
Glenview Trust
Kentucky
$3.18M -$15.3K -179 -0.5%
GWM
706
Graybill Wealth Management
Illinois
$3.18M +$15.8K +185 +0.5%
CG
707
Colony Group
Massachusetts
$3.18M +$267K +3,131 +9%
CK
708
Cohen Klingenstein
New York
$3.18M – – –
BC
709
Brinker Capital
Pennsylvania
$3.16M +$641K +7,520 +26%
LA
710
LVW Advisors
New York
$3.14M +$34.2K +401 +1%
CLOS
711
Compagnie Lombard Odier SCmA
Switzerland
$3.12M +$171K +2,000 +6%
CMO
712
Covenant Multifamily Offices
Texas
$3.12M +$2.03M +23,755 +114%
CM
713
Churchill Management
California
$3.11M -$3M -35,174 -50%
AWM
714
Avitas Wealth Management
California
$3.11M +$19.4K +228 +0.6%
ACM
715
Alpha Capital Management
Texas
$3.1M -$396K -4,642 -12%
RE
716
RBC Europe
United Kingdom
$3.1M +$81.4K +955 +3%
PA
717
Perennial Advisors
New York
$3.09M +$49.2K +577 +2%
S
718
Seeyond
France
$3.09M -$655K -7,680 -18%
TNBTD
719
Trustmark National Bank Trust Department
Mississippi
$3.08M -$25.5K -299 -0.8%
ICP
720
Ironvine Capital Partners
Nebraska
$3.08M -$6.26M -73,430 -68%
AF
721
Ally Financial
Michigan
$3.08M +$2.98M +35,000 New
TFA
722
Toth Financial Advisory
Virginia
$3.07M -$737K -8,647 -20%
LBC
723
Lowe Brockenbrough & Co
Virginia
$3.07M +$2.98K +35 +0.1%
GGI
724
GPM Growth Investors
Michigan
$3.07M +$2.98M +34,912 New
BBHC
725
Brown Brothers Harriman & Co
New York
$3.04M -$159K -1,862 -5%
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