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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Capital Advantage
California
$7.27M +$107K +1,460 +1%
RCA
1602
Rowland Carmichael Advisors
Arizona
$7.26M -$202K -2,752 -2%
EWM
1603
Evermay Wealth Management
Virginia
$7.25M +$294K +3,996 +4%
S
1604
SimplyRich
California
$7.24M – – –
WAP
1605
Wealthcare Advisory Partners
Pennsylvania
$7.23M +$2.24M +30,416 +37%
FWM
1606
Foresight Wealth Management
Utah
$7.22M +$232K +3,148 +3%
EML
1607
Eos Management LP
New York
$7.22M – – –
PMFA
1608
Plante Moran Financial Advisors
Michigan
$7.2M +$131K +1,788 +2%
ESB
1609
Essex Savings Bank
Connecticut
$7.19M -$149K -2,020 -2%
CCMW
1610
Cypress Capital Management (Wyoming)
Wyoming
$7.19M +$57.7K +784 +0.7%
BWA
1611
BDO Wealth Advisors
Florida
$7.18M +$1.94M +26,372 +30%
MWA
1612
Moser Wealth Advisors
Washington
$7.18M -$293K -3,984 -3%
SAG
1613
Spotlight Asset Group
Illinois
$7.17M -$173K -2,348 -2%
RPA
1614
Rock Point Advisors
Vermont
$7.16M -$6.74M -91,620 -45%
CA
1615
Continuum Advisory
Idaho
$7.16M +$439K +5,964 +5%
SWM
1616
Stockman Wealth Management
Montana
$7.15M -$355K -4,824 -4%
UF
1617
Univest Financial
Pennsylvania
$7.15M -$1.32M -18,008 -14%
CPA
1618
Capital Planning Advisors
California
$7.15M +$58.8K +800 +0.7%
OTPPB
1619
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.14M +$8.26M +112,356 New
NONA
1620
Ninety One North America
New York
$7.14M -$42.7K -580 -0.5%
TFA
1621
Toth Financial Advisory
Virginia
$7.13M +$775K +10,540 +10%
GD
1622
Grandfield & Dodd
New York
$7.13M +$136K +1,852 +2%
CEI
1623
Clark Estates Inc
New York
$7.12M -$8.07M -109,800 -50%
ISB
1624
Iowa State Bank
Iowa
$7.1M -$2.78M -37,848 -25%
MC
1625
Mathes Company
New York
$7.09M -$581K -7,900 -7%
63 64
65
66 67