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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
801
Anchor Capital Advisors
Massachusetts
$777K +$20.6K +365 +3%
CS
802
Cannell & Spears
New York
$776K -$263K -4,658 -26%
LPIC
803
LeJeune Puetz Investment Counsel
Michigan
$775K -$14.7K -260 -2%
DPIM
804
Duff & Phelps Investment Management
Illinois
$774K -$22.6K -400 -3%
PWSG
805
Pacific Wealth Strategies Group
California
$768K -$23.3K -412 -3%
PA
806
Parallel Advisors
California
$767K -$560K -9,901 -43%
GIP
807
Granite Investment Partners
California
$767K – – –
WA
808
WBH Advisory
Maryland
$757K -$18.3K -324 -2%
CT
809
Cambridge Trust
Massachusetts
$755K -$62.3K -1,101 -8%
AFIA
810
America First Investment Advisors
Nebraska
$753K – – –
NA
811
NewEdge Advisors
Louisiana
$750K +$78K +1,379 +12%
MYLI
812
Meiji Yasuda Life Insurance
Japan
$749K -$91K -1,610 -11%
LIM
813
Leavell Investment Management
Alabama
$745K +$47.2K +835 +7%
DWA
814
Douglass Winthrop Advisors
New York
$744K -$67.9K -1,200 -9%
BMC
815
Beaton Management Company
Massachusetts
$743K +$5.37K +95 +0.8%
CT
816
Coastline Trust
Rhode Island
$742K -$18.9K -335 -3%
VWA
817
V Wealth Advisors
Kansas
$742K +$44.6K +789 +7%
WAM
818
Wealthspire Advisors (Maryland)
Maryland
$739K -$36.5K -645 -5%
AHC
819
Adell Harriman & Carpenter
Texas
$739K +$11.3K +200 +2%
MCM
820
Murphy Capital Management
New Jersey
$737K +$19.8K +350 +3%
QSS
821
Quantitative Systematic Strategies
Florida
$735K +$269K +4,765 +62%
CCM
822
Compton Capital Management
Rhode Island
$733K -$14.1K -250 -2%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$732K +$698K +12,349 New
CBTWT
824
Community Bank & Trust (Waco, Texas)
Texas
$732K -$29.1K -515 -4%
BC
825
Bartlett & Co
Ohio
$732K -$17K -300 -2%
31 32
33
34 35