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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
851
Professional Planning
California
$9.51M -$282K -1,543 -3%
PCM
852
Pennsylvania Capital Management
Pennsylvania
$9.51M +$8.99M +49,212 New
CWM
853
Cabot Wealth Management
Massachusetts
$9.5M +$124K +680 +1%
LNWWM
854
Laird Norton Wetherby Wealth Management
California
$9.49M -$167K -916 -2%
CBT
855
Central Bank & Trust
Kentucky
$9.47M -$792K -4,337 -8%
NIA
856
Northstar Investment Advisors
Colorado
$9.43M -$142K -777 -2%
WTB
857
Washington Trust Bank
Washington
$9.43M -$827K -4,528 -8%
FCBT
858
First Citizens Bank & Trust
North Carolina
$9.42M -$1.25M -6,850 -12%
SWP
859
Stratos Wealth Partners
Ohio
$9.38M +$425K +2,329 +5%
BRWM
860
B. Riley Wealth Management
Tennessee
$9.38M -$986K -5,399 -10%
SG
861
Swarthmore Group
Pennsylvania
$9.35M +$8.14M +44,535 +1,149%
PIM
862
Progressive Investment Management
Oregon
$9.32M +$18.1K +99 +0.2%
CG
863
Cynosure Group
Utah
$9.31M +$5.48K +30 +0.1%
NI
864
Nepsis Inc
Minnesota
$9.31M +$318K +1,742 +4%
PJSIMP
865
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.28M -$545K -2,985 -6%
FA
866
Fagan Associates
New York
$9.26M -$4.38K -24 -0.1%
LBC
867
Lowe Brockenbrough & Co
Virginia
$9.26M -$153K -835 -2%
TIAM
868
TT International Asset Management
United Kingdom
$9.25M -$2.18M -11,941 -20%
WPP
869
Whalerock Point Partners
Rhode Island
$9.21M +$88.2K +483 +1%
SFG
870
Sather Financial Group
Texas
$9.14M +$3.63M +19,857 +72%
LBD
871
Landsberg Bennett & Dubbaneh
Florida
$9.12M +$670K +3,666 +8%
RA
872
RiverPark Advisors
New York
$9M +$323K +1,769 +4%
PMG
873
ProVise Management Group
Florida
$9M -$459K -2,515 -5%
SA
874
Strategic Advisors
New York
$8.99M +$128K +703 +2%
NCM
875
Nelson Capital Management
California
$8.96M -$18.1K -99 -0.2%
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