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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1426
CGN Advisors
Kansas
$544K +$594K +2,443 New
GBBWRPM
1427
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$542K -$111K -456 -16%
VFPI
1428
Vantage Financial Partners (Illinois)
Illinois
$540K -$286K -1,175 -33%
TWM
1429
Tradition Wealth Management
Minnesota
$534K +$583K +2,398 New
NFSG
1430
Newbridge Financial Services Group
Florida
$532K -$155K -636 -21%
GJIC
1431
Gamble Jones Investment Counsel
California
$531K +$9K +37 +2%
FNT
1432
First Nebraska Trust
Nebraska
$530K +$9.24K +38 +2%
BCA
1433
Berman Capital Advisors
Georgia
$529K +$42.8K +176 +8%
SSWM
1434
Smith Salley Wealth Management
North Carolina
$529K +$120K +494 +26%
SAM
1435
Sequent Asset Management
Texas
$529K +$578K +2,376 New
OCM
1436
One Capital Management
California
$527K +$152K +627 +36%
AFS
1437
Aft Forsyth & Sober
Florida
$523K +$535K +2,200 +1,467%
FHA
1438
First Horizon Advisors
Tennessee
$522K +$349K +1,435 +157%
WTB
1439
Washington Trust Bank
Washington
$522K +$571K +2,347 New
FNBT
1440
FineMark National Bank & Trust
Florida
$520K +$146K +601 +35%
TA
1441
TFG Advisers
Michigan
$519K -$60.6K -249 -10%
EP
1442
EPIQ Partners
Minnesota
$519K +$300K +1,235 +113%
ICG
1443
InterOcean Capital Group
Tennessee
$517K +$565K +2,325 New
KP
1444
Keel Point
Alabama
$516K -$16.5K -68 -3%
SICM
1445
Sustainable Insight Capital Management
New York
$515K +$562K +2,313 New
RWP
1446
RWA Wealth Partners
Massachusetts
$514K -$3.65K -15 -0.6%
AG
1447
AIA Group
Hong Kong
$514K +$532K +2,188 New
RMCM
1448
Reynders McVeigh Capital Management
Massachusetts
$512K -$7.54K -31 -1%
GSBTD
1449
Glenview State Bank Trust Department
Illinois
$512K – – –
PA
1450
Parkside Advisors
California
$512K – – –
56 57
58
59 60