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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
901
Bank of Nova Scotia Trust
Ontario, Canada
$18.3M -$251K -725 -1%
AWM
902
Axxcess Wealth Management
California
$18.3M -$233K -674 -1%
O
903
Ossiam
France
$18.2M +$8.94M +25,832 +94%
SIMG
904
Sonora Investment Management Group
Arizona
$18.2M -$178K -515 -1%
WAM
905
Weatherly Asset Management
California
$18.1M -$205K -591 -1%
SSWM
906
Sheets Smith Wealth Management
North Carolina
$18.1M -$904K -2,611 -5%
LWM
907
Lyell Wealth Management
California
$18.1M +$268K +773 +1%
CSP
908
Cary Street Partners
Virginia
$18.1M +$351K +1,013 +2%
IG
909
Ithaka Group
Virginia
$18.1M -$4.45M -12,852 -20%
GC
910
Grimes & Company
Massachusetts
$18M +$265K +765 +1%
RC
911
Roundview Capital
New Jersey
$18M +$558K +1,612 +3%
CAM
912
Columbia Asset Management
Michigan
$17.9M -$347K -1,003 -2%
USCWA
913
U.S. Capital Wealth Advisors
Texas
$17.9M -$296K -856 -2%
ANBT
914
American National Bank & Trust
Texas
$17.9M -$449K -1,298 -2%
WPP
915
Whalerock Point Partners
Rhode Island
$17.8M +$66.1K +191 +0.4%
M
916
Mirova
France
$17.8M +$766K +2,214 +4%
OFS
917
OMC Financial Services
New York
$17.8M -$234K -675 -1%
DAC
918
Dividend Assets Capital
South Carolina
$17.7M +$135K +389 +0.8%
MAP
919
Managed Asset Portfolios
Michigan
$17.6M +$2.04M +5,885 +13%
FNBT
920
FineMark National Bank & Trust
Florida
$17.6M -$126K -365 -0.7%
RWA
921
River Wealth Advisors
Pennsylvania
$17.5M +$162K +469 +0.9%
GWM
922
GDS Wealth Management
Texas
$17.5M +$801K +2,314 +5%
ZBNA
923
Zions Bancorporation, National Association
Utah
$17.5M -$67.8K -196 -0.4%
TCM
924
Traynor Capital Management
Pennsylvania
$17.5M +$1.19M +3,434 +7%
BCM
925
Brookstone Capital Management
Illinois
$17.5M +$514K +1,486 +3%
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