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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
601
Global Retirement Partners
California
$1M +$124K +534 +14%
EWA
602
EP Wealth Advisors
California
$999K +$1.02M +4,393 New
VCM
603
Voleon Capital Management
California
$994K -$712K -3,078 -41%
BP
604
Ballentine Partners
Massachusetts
$991K +$15.3K +66 +2%
GIA
605
Gateway Investment Advisers
Ohio
$990K +$346K +1,494 +52%
FWCM
606
Ferguson Wellman Capital Management
Oregon
$982K +$63.8K +276 +7%
KPWS
607
Kestra Private Wealth Services
Texas
$971K +$36.3K +157 +4%
CB
608
Cooke & Bieler
Pennsylvania
$969K -$85M -367,444 -99%
HR
609
Hardy Reed
Mississippi
$946K +$30.5K +132 +3%
HP
610
Haven Private
Florida
$946K +$67.3K +291 +8%
USCWA
611
U.S. Capital Wealth Advisors
Texas
$941K +$674K +2,914 +238%
FFM
612
Forum Financial Management
Illinois
$937K -$9.02K -39 -0.9%
SAM
613
Scopus Asset Management
New York
$930K -$3.68M -15,911 -80%
FTWA
614
Fifth Third Wealth Advisors
Ohio
$921K -$21.3K -92 -2%
SAM
615
Silvercrest Asset Management
New York
$920K -$31K -134 -3%
SAM
616
Sompo Asset Management
Japan
$919K +$6.94K +30 +0.7%
SRA
617
Secured Retirement Advisors
Minnesota
$913K -$68.9K -298 -7%
ANTB
618
AMG National Trust Bank
Colorado
$910K -$10.6K -46 -1%
WJWM
619
Williams Jones Wealth Management
New York
$897K +$148K +640 +19%
FRA
620
Frank Rimerman Advisors
California
$865K +$328K +1,419 +59%
LWCFA
621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$861K -$15K -65 -2%
FCP
622
Fidelis Capital Partners
Florida
$861K +$34.9K +151 +4%
HNB
623
Huntington National Bank
Ohio
$857K +$68.2K +295 +8%
AIM
624
Advyzon Investment Management
Illinois
$853K +$547K +2,365 +171%
MCCA
625
Mill Creek Capital Advisors
Pennsylvania
$847K +$6.01K +26 +0.7%
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