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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
901
ProVise Management Group
Florida
$14.2M +$383K +1,397 +3%
AWM
902
Axxcess Wealth Management
California
$14.2M -$1.37M -5,008 -8%
IGGA
903
Iron Gate Global Advisors
Utah
$14.2M +$1.09M +3,960 +8%
LIM
904
Letson Investment Management
Georgia
$14.2M +$130K +473 +0.9%
PR
905
Payden & Rygel
California
$14.2M -$13.3M -48,600 -47%
PRIG
906
Payden & Rygel Investment Group
California
$14.2M -$13.3M -48,600 -47%
CPIM
907
Coalescence Partners Investment Management
New York
$14.2M – – –
MRCM
908
M&R Capital Management
New Jersey
$14.1M -$1.92K -7 -0%
CIS
909
Connors Investor Services
Pennsylvania
$14.1M +$66.9K +244 +0.5%
TF
910
Talbot Financial
Washington
$14M -$127K -463 -0.9%
FNBT
911
FineMark National Bank & Trust
Florida
$14M +$271K +990 +2%
TA
912
TruWealth Advisors
Louisiana
$14M +$550K +2,006 +4%
MC
913
Martin Currie
United Kingdom
$14M -$2.61M -9,532 -15%
ACA
914
Anchor Capital Advisors
Massachusetts
$13.9M -$31K -113 -0.2%
PHAM
915
Pacific Heights Asset Management
California
$13.9M – – –
SIMG
916
Sonora Investment Management Group
Arizona
$13.9M – – –
AIM
917
Avanda Investment Management
Singapore
$13.9M -$3.37M -12,300 -19%
DWA
918
Douglass Winthrop Advisors
New York
$13.9M +$299K +1,091 +2%
SFI
919
Siemens Fonds Invest
Germany
$13.8M +$33.7K +123 +0.2%
SGM
920
Skye Global Management
Florida
$13.8M +$4.06M +14,800 +39%
UI
921
Untitled Investments
New York
$13.8M – – –
AMI
922
Amica Mutual Insurance
Rhode Island
$13.7M – – –
IPGDR
923
Investidor Profissional Gestao de Recursos
Brazil
$13.6M -$1.31M -4,763 -8%
SA
924
SpiderRock Advisors
Delaware
$13.6M +$653K +2,382 +5%
TFA
925
Toth Financial Advisory
Virginia
$13.5M +$74K +270 +0.5%
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