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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1126
S&CO Inc
Massachusetts
$796K – – –
KMWM
1127
Keudell/Morrison Wealth Management
Oregon
$795K – – –
CIC
1128
Carnegie Investment Counsel
Ohio
$794K -$487K -2,182 -38%
MCCP
1129
Mission Creek Capital Partners
California
$791K +$40.6K +182 +5%
BP
1130
Ballentine Partners
Massachusetts
$789K -$6.69K -30 -0.8%
TSWM
1131
Triangle Securities Wealth Management
North Carolina
$789K +$7.58K +34 +1%
HI
1132
Horizon Investments
North Carolina
$789K +$800K +3,589 New
FFC
1133
First Financial Corp
Indiana
$787K -$22.3K -100 -3%
DLA
1134
Douglas Lane & Associates
New York
$782K +$32.1K +144 +4%
ED
1135
Exane Derivatives
France
$777K +$788K +3,534 New
MPI
1136
Mairs & Power Inc
Minnesota
$775K -$12.7K -57 -2%
SWA
1137
SOA Wealth Advisors
New York
$774K -$111K -499 -12%
AIM
1138
Acropolis Investment Management
Missouri
$774K -$13.8K -62 -2%
CCT
1139
Country Club Trust
Missouri
$773K +$892 +4 +0.1%
WA
1140
WealthTrust Axiom
Pennsylvania
$771K -$35.7K -160 -4%
PP
1141
Patten & Patten
Tennessee
$769K +$5.8K +26 +0.7%
ECG
1142
Edge Capital Group
Georgia
$768K -$157K -703 -17%
PSB
1143
Piscataqua Savings Bank
New Hampshire
$768K – – –
FFA
1144
Founders Financial Alliance
North Carolina
$765K +$223 +1 +0%
FA
1145
Faithward Advisors
Pennsylvania
$765K +$112K +500 +17%
SG
1146
StoneX Group
New York
$764K -$123K -551 -14%
ST
1147
Smithfield Trust
Pennsylvania
$763K – – –
AA
1148
Argent Advisors
Louisiana
$763K +$53.7K +241 +7%
F
1149
F3Logic
Minnesota
$761K +$58.4K +262 +8%
SAM
1150
Secure Asset Management
Michigan
$759K -$163K -731 -17%
44 45
46
47 48