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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
676
Lake Street Advisors Group
New Hampshire
$359K -$2.82K -77 -0.8%
WAS
677
Winch Advisory Services
Wisconsin
$359K +$9.34K +255 +3%
SFP
678
Sweet Financial Partners
Minnesota
$357K +$73 +2 +0%
EB
679
Eastern Bank
Massachusetts
$354K – – –
BTIM
680
BancFirst Trust & Investment Management
Oklahoma
$354K +$4.39K +120 +1%
CI
681
CX Institutional
Indiana
$353K +$439 +12 +0.1%
AMG
682
Advisors Management Group
Wisconsin
$351K -$366 -10 -0.1%
SAM
683
Silvercrest Asset Management
New York
$350K +$7.73K +211 +2%
DC
684
Destiny Capital
Colorado
$350K +$362K +9,879 New
VLC
685
Van Leeuwen & Company
New Jersey
$349K – – –
CCM
686
Coldstream Capital Management
Washington
$349K +$160K +4,374 +80%
PVI
687
Pine Valley Investments
New Jersey
$349K -$1.21K -33 -0.3%
MSAM
688
Moloney Securities Asset Management
Missouri
$348K +$146 +4 +0%
WAM
689
Winslow Asset Management
Ohio
$346K – – –
CAL
690
Capital Analysts LLC
Pennsylvania
$344K +$3.33K +91 +0.9%
WSTAM
691
Wilbanks Smith & Thomas Asset Management
Virginia
$342K -$66.7K -1,822 -16%
MP
692
McDonald Partners
Ohio
$341K +$75.4K +2,060 +27%
CA
693
Crewe Advisors
Utah
$341K +$696 +19 +0.2%
CD
694
Chapin Davis
Maryland
$338K -$52.1K -1,422 -13%
E3F
695
Eight 31 Financial
Texas
$338K +$350K +9,547 New
ESB
696
Essex Savings Bank
Connecticut
$337K +$64.9K +1,773 +23%
VL
697
Vima LLC
Michigan
$337K +$349K +9,525 New
HKAM
698
Horizon Kinetics Asset Management
New York
$337K -$5.13K -140 -1%
TA
699
TrueWealth Advisors
Alabama
$337K +$15.4K +421 +5%
AF
700
Allworth Financial
California
$337K -$7.03K -192 -2%
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