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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
851
Dividend Assets Capital
South Carolina
$16.3M +$131K +483 +0.8%
MGWM
852
Marks Group Wealth Management
Minnesota
$16.2M +$512K +1,895 +3%
CAM
853
Columbia Asset Management
Michigan
$16.2M -$184K -680 -1%
CP
854
CenterBook Partners
Connecticut
$16.1M -$411K -1,519 -3%
KIA
855
Knollwood Investment Advisory
Maryland
$16M – – –
IGGA
856
Iron Gate Global Advisors
Utah
$15.9M +$1.04M +3,830 +7%
BWL
857
Bogart Wealth LLC
Virginia
$15.9M +$323K +1,196 +2%
EGA
858
Eagle Global Advisors
Texas
$15.9M -$26.2K -97 -0.2%
CC
859
Criteria Caixa
Spain
$15.9M – – –
RWM
860
Ritholtz Wealth Management
New York
$15.8M -$360K -1,333 -2%
PAM
861
Peak Asset Management
Colorado
$15.8M -$604K -2,233 -4%
CCM
862
Coldstream Capital Management
Washington
$15.7M +$1.71M +6,314 +13%
PVI
863
Pine Valley Investments
New Jersey
$15.7M +$1.57M +5,817 +11%
PFS
864
Prospera Financial Services
Texas
$15.7M +$1.74M +6,425 +13%
SWIG
865
Strategic Wealth Investment Group
Kentucky
$15.6M +$564K +2,087 +4%
CIA
866
Covington Investment Advisors
Pennsylvania
$15.6M +$187K +690 +1%
SSWM
867
Sheets Smith Wealth Management
North Carolina
$15.6M -$364K -1,345 -2%
CIC
868
Chilton Investment Company
Connecticut
$15.5M -$17.8M -65,949 -54%
GAM
869
Groupama Asset Management
France
$15.5M -$591K -2,187 -3%
NIM
870
Nexus Investment Management
Ontario, Canada
$15.5M +$14.9M +55,273 +5,034%
TSS
871
Thomas Story & Son
Indiana
$15.5M +$27.8K +103 +0.2%
PWP
872
Perfromance Wealth Partners
Illinois
$15.4M +$209K +773 +1%
GC
873
Grimes & Company
Massachusetts
$15.4M -$2.91M -10,759 -16%
SWM
874
Spire Wealth Management
Virginia
$15.3M -$1.98M -7,322 -12%
RSVP
875
Ramsay Stattman Vela & Price
Colorado
$15.2M -$83K -307 -0.6%
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