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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1026
Annex Advisory Services
Wisconsin
$7.9M -$181K -859 -2%
EWM
1027
Evercore Wealth Management
New York
$7.88M -$96.6K -459 -1%
IIM
1028
Ipswich Investment Management
Massachusetts
$7.86M +$107K +510 +1%
CC
1029
Carlson Capital
Texas
$7.86M +$7.81M +37,100 New
CFGS
1030
Concourse Financial Group Securities
Alabama
$7.85M +$814K +3,867 +12%
BG
1031
BRX Global
New York
$7.84M – – –
CCM
1032
Copeland Capital Management
Pennsylvania
$7.84M -$74.1K -352 -0.9%
LNC
1033
Lincoln National Corp
Pennsylvania
$7.79M +$214K +1,019 +3%
TFA
1034
Toth Financial Advisory
Virginia
$7.79M +$103K +488 +1%
YL
1035
YCG LLC
Texas
$7.75M +$285K +1,355 +4%
AWCI
1036
Alpine Woods Capital Investors
New York
$7.73M +$738K +3,505 +11%
XI
1037
XXEC Inc
Oklahoma
$7.72M +$5.26M +25,000 +218%
CI
1038
Cambiar Investors
Colorado
$7.71M -$22.8M -108,173 -75%
MIAN
1039
Mariner Independent Advisor Network
Kansas
$7.69M -$845K -4,016 -10%
TCOV
1040
Trust Company of Vermont
Vermont
$7.67M +$46.1K +219 +0.6%
M
1041
MOTCO
Texas
$7.66M +$182K +865 +2%
SMH
1042
Sanders Morris Harris
Texas
$7.66M +$1.74M +8,259 +31%
SCM
1043
Shelton Capital Management
Colorado
$7.57M +$287K +1,362 +4%
HWA
1044
HCR Wealth Advisors
California
$7.54M -$674K -3,201 -8%
HIC
1045
Hartline Investment Corp
Illinois
$7.48M -$63.8K -303 -0.9%
IEFM
1046
IQ EQ Fund Management
Ireland
$7.48M -$705K -3,347 -9%
CCM
1047
Chickasaw Capital Management
Tennessee
$7.45M -$43.8K -208 -0.6%
CM
1048
Capital Management
Virginia
$7.44M +$586K +2,783 +9%
GWM
1049
Geneos Wealth Management
Colorado
$7.42M -$743K -3,531 -10%
MAM
1050
Meeder Asset Management
Ohio
$7.4M +$5.6M +26,591 +318%
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