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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
851
Sweet Financial Partners
Minnesota
$1.97M -$49.6K -232 -3%
CT
852
Caldwell Trust
Florida
$1.96M -$16K -75 -1%
CWM
853
Congress Wealth Management
Massachusetts
$1.96M +$925K +4,323 +136%
FB
854
Fulton Bank
Pennsylvania
$1.95M +$344K +1,610 +27%
MAS
855
Meeder Advisory Services
Ohio
$1.95M -$30.4K -142 -2%
PS
856
Principal Securities
Iowa
$1.94M +$1.59M +7,443 New
TNB
857
Thomasville National Bank
Georgia
$1.93M -$195K -914 -11%
SIMG
858
Sonora Investment Management Group
Arizona
$1.93M -$28.7K -134 -2%
DI
859
Diligent Investors
California
$1.93M -$140K -655 -8%
CCFM
860
Clear Creek Financial Management
Washington
$1.92M +$138K +644 +10%
MNBTD
861
Moody National Bank Trust Division
Texas
$1.92M -$1.39M -6,519 -47%
EDRH
862
Edmond de Rothschild Holding
Switzerland
$1.91M -$363K -1,697 -19%
WPC
863
White Pine Capital
Minnesota
$1.91M -$164K -768 -9%
PTC
864
Private Trust Company
Ohio
$1.91M +$283K +1,321 +22%
SIA
865
Sage Investment Advisers
New York
$1.9M -$32.1K -150 -2%
GC
866
Garde Capital
Washington
$1.9M -$95.2K -445 -6%
LFA
867
Legacy Financial Advisors
Kentucky
$1.9M +$164K +767 +12%
TAM
868
Titleist Asset Management
Texas
$1.89M -$237K -1,107 -13%
PPWP
869
Premier Path Wealth Partners
New Jersey
$1.89M +$1.54M +7,211 New
TCM
870
Tandem Capital Management
New Jersey
$1.88M – – –
GI
871
Gradient Investments
Minnesota
$1.88M +$36.6K +171 +2%
FFBTD
872
First Financial Bank - Trust Division
Ohio
$1.87M -$43.6K -204 -3%
EM
873
ELCO Management
New York
$1.86M -$4.49K -21 -0.3%
SIA
874
Schechter Investment Advisors
Michigan
$1.86M +$585K +2,736 +62%
HWM
875
Horizon Wealth Management
Illinois
$1.86M +$268K +1,254 +21%
33 34
35
36 37