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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
826
Marble Harbor Investment Counsel
Massachusetts
$850K -$224K -2,828 -20%
AWE
827
Avidian Wealth Enterprises
Texas
$850K +$18.9K +239 +2%
PSUF
828
People's United Financial
Connecticut
$848K -$511K -6,445 -37%
S
829
SignatureFD
Georgia
$848K -$51.5K -650 -5%
LWAM
830
Legacy Wealth Asset Management
Minnesota
$848K +$31.3K +395 +4%
MIAN
831
Mariner Independent Advisor Network
Kansas
$848K +$73.3K +926 +9%
KLCM
832
KG&L Capital Management
Louisiana
$839K +$123K +1,554 +16%
DDC
833
DF Dent & Co
Maryland
$837K – – –
ES
834
ETF Store
Kansas
$837K +$4.59K +58 +0.6%
VAS
835
Vestmark Advisory Solutions
Massachusetts
$833K +$112K +1,409 +15%
FMC
836
First Merchants Corp
Indiana
$829K -$298K -3,765 -26%
BFS
837
Bard Financial Services
Connecticut
$825K – – –
TNBTD
838
Trustmark National Bank Trust Department
Mississippi
$819K – – –
DP
839
Dearborn Partners
Illinois
$818K -$27.2K -344 -3%
PWMAG
840
Pinnacle Wealth Management Advisory Group
New Jersey
$818K – – –
PWM
841
Perigon Wealth Management
California
$816K +$13.4K +169 +2%
GWCM
842
Godshalk Welsh Capital Management
Pennsylvania
$815K -$25.2K -318 -3%
FHA
843
Flagship Harbor Advisors
Massachusetts
$815K -$8.48K -107 -1%
LNC
844
Lincoln National Corp
Pennsylvania
$815K +$1.82K +23 +0.2%
PGIM
845
Pacific Global Investment Management
California
$814K -$9.19K -116 -1%
CHC
846
City Holding Co
West Virginia
$809K -$28.1K -355 -3%
BL
847
Balentine LLC
Georgia
$807K +$641K +8,090 +317%
ECM
848
Everence Capital Management
Indiana
$803K -$1.66M -20,940 -66%
RMCM
849
Reynders McVeigh Capital Management
Massachusetts
$802K -$7.53K -95 -0.9%
SWA
850
Stratos Wealth Advisors
Ohio
$799K +$3.8K +48 +0.5%
32 33
34
35 36