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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
601
IBEX Wealth Advisors
New Jersey
$9.59M +$56.9K +943 +0.6%
DWM
602
Dakota Wealth Management
Florida
$9.57M +$130K +2,155 +1%
CAM
603
Close Asset Management
United Kingdom
$9.56M -$3.08M -51,140 -25%
JIC
604
Johnson Investment Counsel
Ohio
$9.56M -$506K -8,388 -5%
VWM
605
Venturi Wealth Management
Texas
$9.56M +$68K +1,128 +0.7%
DHFB
606
Dixon Hubard Feinour & Brown
Virginia
$9.51M +$3.14K +52 +0%
CB
607
Community Bank
New York
$9.45M -$22.4K -372 -0.2%
PWW
608
Pettyjohn Wood & White
Virginia
$9.45M -$102K -1,689 -1%
MPM
609
Meritage Portfolio Management
Kansas
$9.44M +$21.4K +354 +0.2%
GWM
610
Geneos Wealth Management
Colorado
$9.43M -$89.2K -1,478 -1%
FVCM
611
F&V Capital Management
Florida
$9.37M -$69K -1,144 -0.7%
AAIM
612
Asset Advisors Investment Management
Georgia
$9.36M +$749K +12,415 +8%
WWM
613
Willingdon Wealth Management
North Carolina
$9.3M +$176K +2,916 +2%
VHAM
614
Van Hulzen Asset Management
California
$9.25M +$138K +2,295 +2%
CA
615
Cetera Advisors
Colorado
$9.24M +$219K +3,637 +2%
CTA
616
Colonial Trust Advisors
South Carolina
$9.23M -$38K -630 -0.4%
CVSCT
617
C.V. Starr & Co Trust
New York
$9.21M – – –
WSTAM
618
Wilbanks Smith & Thomas Asset Management
Virginia
$9.21M +$631K +10,461 +8%
VIP
619
Vantage Investment Partners
Missouri
$9.16M +$73.7K +1,222 +0.8%
RIA
620
RPG Investment Advisory
California
$9.13M -$17.3K -286 -0.2%
ONB
621
Old National Bancorp
Indiana
$9.13M -$49.1K -814 -0.5%
MCM
622
Maple Capital Management
Vermont
$9.05M +$387K +6,409 +5%
CAM
623
Cresset Asset Management
Illinois
$9.04M +$871K +14,438 +11%
ELI
624
Empire Life Investments
Ontario, Canada
$9.01M +$53.5K +887 +0.6%
BCA
625
Bernzott Capital Advisors
California
$8.94M +$470K +7,800 +6%
23 24
25
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