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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
551
JGP Wealth Management
Oregon
$9.96M +$518K +9,371 +5%
XF
552
XML Financial
Maryland
$9.94M +$8.48M +153,354 +500%
HCMT
553
Highland Capital Management (Tennessee)
Tennessee
$9.94M -$258K -4,658 -2%
SCA
554
Stonebridge Capital Advisors
Minnesota
$9.92M +$664K +11,999 +7%
GIA
555
GHP Investment Advisors
Colorado
$9.78M +$732K +13,239 +8%
VCM
556
Violich Capital Management
California
$9.77M +$416K +7,525 +4%
RIL
557
Rothschild Investment LLC
Illinois
$9.73M +$70.4K +1,273 +0.7%
CCM
558
Callodine Capital Management
Massachusetts
$9.72M +$3.46M +62,500 +53%
CAM
559
Carret Asset Management
New York
$9.72M -$80.8K -1,460 -0.8%
SW
560
SteelPeak Wealth
California
$9.62M +$1.23M +22,206 +14%
CSIC
561
Clifford Swan Investment Counsel
California
$9.62M -$74.8K -1,353 -0.7%
JWCA
562
J.W. Cole Advisors
Florida
$9.6M +$657K +11,869 +7%
FG
563
Fiduciary Group
Georgia
$9.55M -$56.3K -1,018 -0.6%
CG
564
Colony Group
Massachusetts
$9.51M -$502K -9,080 -5%
GIM
565
Goelzer Investment Management
Indiana
$9.49M -$460K -8,312 -5%
ABC
566
Associated Banc-Corp
Wisconsin
$9.48M +$81.3K +1,470 +0.8%
LCM
567
Logan Capital Management
Pennsylvania
$9.47M +$526K +9,507 +6%
BPA
568
Beacon Pointe Advisors
California
$9.45M +$5.87M +106,106 +154%
CTA
569
Chesley Taft & Associates
Illinois
$9.44M -$1.84M -33,229 -16%
PNC
570
Park National Corp
Ohio
$9.43M -$419K -7,566 -4%
AIM
571
Aigen Investment Management
New York
$9.42M +$9.65M +174,473 New
IAA
572
Independent Advisor Alliance
North Carolina
$9.42M +$238K +4,297 +3%
PA
573
Parallel Advisors
California
$9.4M -$243K -4,386 -2%
AOWM
574
Alpha Omega Wealth Management
Virginia
$9.37M +$76.6K +1,384 +0.8%
BCM
575
Brookstone Capital Management
Illinois
$9.35M +$1.45M +26,168 +17%
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