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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Segment Wealth Management
Texas
$11.3M +$776K +3,589 +8%
WAM
902
Weatherly Asset Management
California
$11.2M +$369K +1,706 +3%
RWA
903
River Wealth Advisors
Pennsylvania
$11.2M +$469K +2,170 +5%
RA
904
Rovida Advisors
Florida
$11.1M – – –
YL
905
YCG LLC
Texas
$11M +$125K +576 +1%
YC
906
Yarbrough Capital
Tennessee
$11M +$318K +1,470 +3%
BMC
907
Benin Management Corp
Connecticut
$11M -$45.6K -211 -0.4%
FWTB
908
First Western Trust Bank
Colorado
$10.9M +$10.5M +48,618 New
AIM
909
Arcadia Investment Management
Michigan
$10.9M -$29.4K -136 -0.3%
KRSITF
910
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.9M +$1.03M +4,774 +11%
DAM
911
Deltec Asset Management
New York
$10.9M -$1.17M -5,423 -10%
VFA
912
Valeo Financial Advisors
Indiana
$10.8M +$688K +3,179 +7%
CK
913
Cohen Klingenstein
New York
$10.8M – – –
TCCM
914
Timber Creek Capital Management
Massachusetts
$10.8M -$2.2M -10,190 -17%
UC
915
Unio Capital
New Jersey
$10.8M -$287K -1,329 -3%
IWC
916
Integrated Wealth Concepts
Massachusetts
$10.8M +$156K +723 +2%
EH
917
Equitable Holdings
New York
$10.7M +$197K +913 +2%
SFI
918
Siemens Fonds Invest
Germany
$10.7M -$99.3K -459 -0.9%
KAS
919
Kemnay Advisory Services
New York
$10.7M +$10.4M +48,311 New
WC
920
Whitney & Co
New York
$10.6M +$5.94M +27,482 +135%
KI
921
Kapitalo Investimentos
Brazil
$10.6M +$5.8M +26,800 +128%
RBA
922
Richard Bernstein Advisors
New York
$10.6M – – –
SSB
923
Sandy Spring Bank
Maryland
$10.5M +$158K +729 +2%
CI
924
Conning Inc
Connecticut
$10.5M -$582K -2,692 -5%
WMC
925
Westwood Management Corporation
Illinois
$10.4M -$173K -800 -2%
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