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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
676
Kistler-Tiffany Companies
Pennsylvania
$1.04M – – –
WANY
677
Wealthspire Advisors (New York)
New York
$1.04M +$864K +6,765 +307%
JIC
678
Johnson Investment Counsel
Ohio
$1.04M -$148K -1,159 -11%
PNC
679
Park National Corp
Ohio
$1.03M -$6.39K -50 -0.6%
BPC
680
Banque Pictet & Cie
Switzerland
$1.03M – – –
BC
681
Burleson & Co
California
$1.03M +$6.51K +51 +0.6%
CAN
682
Claraphi Advisory Network
United States
$1.02M -$12.9K -101 -1%
HSA
683
HBK Sorce Advisory
Pennsylvania
$1.02M -$127K -995 -10%
HKAM
684
Horizon Kinetics Asset Management
New York
$1.01M -$97.2K -761 -8%
MYLI
685
Meiji Yasuda Life Insurance
Japan
$1.01M -$180K -1,408 -14%
OA
686
Oxbow Advisors
Texas
$1.01M – – –
PWSG
687
Pacific Wealth Strategies Group
California
$997K -$11.2K -88 -1%
OIA
688
Optimum Investment Advisors
Illinois
$994K -$112K -875 -9%
CT
689
Columbia Trust
Oregon
$991K +$238K +1,861 +28%
CPA
690
Court Place Advisors
Maryland
$988K +$47.9K +375 +5%
LOIM
691
Liberty One Investment Management
Illinois
$988K +$50.8K +398 +5%
SFA
692
Sequoia Financial Advisors
Ohio
$987K +$146K +1,145 +16%
RWA
693
Ropes Wealth Advisors
Massachusetts
$985K -$8.3K -65 -0.8%
FFN
694
Focus Financial Network
Minnesota
$985K -$814K -6,372 -43%
GJIC
695
Gamble Jones Investment Counsel
California
$980K -$197K -1,543 -15%
VI
696
Versor Investments
New York
$975K +$1.07M +8,400 New
CI
697
Conning Inc
Connecticut
$974K -$41.6K -326 -4%
VCA
698
Verdence Capital Advisors
Maryland
$972K +$154K +1,206 +17%
FIM
699
Fruth Investment Management
Texas
$969K – – –
LW
700
Linscomb Wealth
Texas
$964K -$477K -3,738 -31%
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