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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
851
Ascent Group
Virginia
$21.2M +$6.33M +18,701 +45%
KWM
852
Kingsview Wealth Management
Oregon
$21.1M -$29.8M -87,928 -59%
FIA
853
Foundations Investment Advisors
Arizona
$21M +$779K +2,302 +4%
CI
854
CX Institutional
Indiana
$21M +$2.65M +7,821 +15%
AC
855
Allstate Corporation
Illinois
$20.9M +$3.41M +10,075 +20%
ASN
856
Advisory Services Network
Georgia
$20.9M -$1.42M -4,206 -7%
MFG
857
Merit Financial Group
Georgia
$20.7M +$2.34M +6,909 +13%
LGWM
858
Litman Gregory Wealth Management
California
$20.6M -$158K -466 -0.8%
RSS
859
Rosenblum Silverman Sutton
California
$20.5M -$435K -1,286 -2%
CCM
860
Coldstream Capital Management
Washington
$20.5M -$112K -330 -0.6%
RCWMU
861
Rothschild & Co Wealth Management (UK)
United Kingdom
$20.5M +$938K +2,773 +5%
NIG
862
NFJ Investment Group
Texas
$20.5M +$8.17M +24,158 +71%
KIA
863
Knollwood Investment Advisory
Maryland
$20.3M – – –
TCM
864
Telos Capital Management
California
$20.3M -$1.48M -4,360 -7%
PR
865
Payden & Rygel
California
$20.2M +$1.02M +3,000 +5%
CC
866
Criteria Caixa
Spain
$20.2M – – –
MGWM
867
Marks Group Wealth Management
Minnesota
$20M -$523K -1,546 -3%
MC
868
Montag & Caldwell
Georgia
$19.9M -$763K -2,255 -4%
TA
869
TruWealth Advisors
Louisiana
$19.9M +$394K +1,164 +2%
TC
870
Tenere Capital
New York
$19.9M -$8.19M -24,208 -30%
SFI
871
Siemens Fonds Invest
Germany
$19.9M +$940K +2,779 +5%
RMSCM
872
R.M. Sincerbeaux Capital Management
New York
$19.9M – – –
CIA
873
Covington Investment Advisors
Pennsylvania
$19.9M +$123K +363 +0.6%
TSS
874
Thomas Story & Son
Indiana
$19.7M +$176K +520 +0.9%
FNFDCM
875
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19.7M -$256K -757 -1%
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