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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1301
Appleton Partners
Massachusetts
$1.61M +$1.26M +3,744 +457%
CC
1302
Callan Capital
California
$1.61M – – –
MWAM
1303
Manhattan West Asset Management
California
$1.6M +$1.53M +4,554 New
BL
1304
Balentine LLC
Georgia
$1.6M +$196K +585 +15%
RIM
1305
Redwood Investment Management
Arizona
$1.59M +$1.52M +4,524 New
SC
1306
Shearwater Capital
Colorado
$1.59M +$1.52M +4,521 New
PWA
1307
Physician Wealth Advisors
Utah
$1.59M +$23.1K +69 +2%
HWM
1308
Howard Wealth Management
Connecticut
$1.59M – – –
PA
1309
Proem Advisors
Texas
$1.58M -$2.31M -6,900 -61%
ARMT
1310
Amica Retiree Medical Trust
Rhode Island
$1.58M – – –
MCM
1311
Murphy Capital Management
New Jersey
$1.58M +$177K +528 +13%
IPAM
1312
ICICI Prudential Asset Management
India
$1.58M +$1.5M +4,482 New
5L
1313
55I LLC
Massachusetts
$1.57M +$298K +888 +25%
HCM
1314
Howland Capital Management
Massachusetts
$1.57M -$32.2K -96 -2%
SWP
1315
Strategic Wealth Partners
Ohio
$1.57M +$46.3K +138 +3%
SB
1316
Sunflower Bank
Texas
$1.56M +$457K +1,362 +45%
RWM
1317
RBA Wealth Management
California
$1.56M +$1.48M +4,416 New
FSCM
1318
Front Street Capital Management
Montana
$1.55M – – –
TFS
1319
Thoroughbred Financial Services
Tennessee
$1.54M +$105K +312 +8%
BWP
1320
BSW Wealth Partners
Colorado
$1.54M +$264K +786 +22%
TWM
1321
Tradition Wealth Management
Minnesota
$1.54M -$8.05K -24 -0.5%
CWM
1322
C2C Wealth Management
Arizona
$1.54M +$1.47M +4,374 New
WF
1323
Welch & Forbes
Massachusetts
$1.54M +$104K +309 +8%
AAM
1324
Ascension Asset Management
New York
$1.54M -$10.1K -30 -0.7%
FT
1325
Fiduciary Trust
Massachusetts
$1.54M +$10.1K +30 +0.7%
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