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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
851
Criteria Caixa
Spain
$13M – – –
CIA
852
Covington Investment Advisors
Pennsylvania
$13M -$1.75M -7,880 -12%
CWM
853
Cabot Wealth Management
Massachusetts
$12.9M +$1.56K +7 +0%
RSVP
854
Ramsay Stattman Vela & Price
Colorado
$12.9M +$136K +610 +1%
SSWM
855
Sheets Smith Wealth Management
North Carolina
$12.9M +$9.35K +42 +0.1%
BFS
856
Bradley Foster & Sargent
Connecticut
$12.9M +$34.7K +156 +0.3%
CWM
857
Curi Wealth Management
North Carolina
$12.8M -$1.55M -6,948 -11%
TC
858
Tenere Capital
New York
$12.8M -$6.11M -27,460 -33%
ATI
859
Act Two Investors
California
$12.7M +$4.47M +20,071 +55%
DWP
860
Daymark Wealth Partners
Ohio
$12.7M +$411K +1,845 +3%
1C
861
1623 Capital
Virginia
$12.7M +$22.3K +100 +0.2%
GG
862
Greenwood Gearhart
Arkansas
$12.7M +$181K +812 +1%
MGWM
863
Marks Group Wealth Management
Minnesota
$12.7M +$4.29M +19,292 +52%
SWM
864
Segment Wealth Management
Texas
$12.6M +$313K +1,404 +3%
CAM
865
Cresset Asset Management
Illinois
$12.6M -$211K -947 -2%
JCM
866
Janney Capital Management
Pennsylvania
$12.6M -$852K -3,827 -6%
LNWWM
867
Laird Norton Wetherby Wealth Management
California
$12.6M +$329K +1,479 +3%
EIA
868
Edgemoor Investment Advisors
Maryland
$12.6M +$124K +555 +1%
SIC
869
Salem Investment Counselors
North Carolina
$12.6M -$220K -987 -2%
GIP
870
Gavilan Investment Partners
California
$12.5M +$4.06M +18,223 +49%
AC
871
Abbrea Capital
California
$12.5M +$10K +45 +0.1%
BWL
872
Bogart Wealth LLC
Virginia
$12.5M +$556K +2,496 +5%
MRCM
873
M&R Capital Management
New Jersey
$12.4M -$39.8K -179 -0.3%
HT
874
HighTower Trust
Texas
$12.4M -$4.45K -20 -0%
CIS
875
Connors Investor Services
Pennsylvania
$12.4M +$301K +1,354 +3%
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