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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
826
Burney Company
Virginia
$4.04M +$179K +5,508 +4%
KIA
827
KCM Investment Advisors
California
$4.03M -$310K -9,519 -7%
SI
828
SII Investments
Wisconsin
$4.03M -$421K -12,913 -9%
PAM
829
Private Asset Management
California
$4.02M -$234K -7,191 -5%
JFGIW
830
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.01M -$3.69M -113,413 -47%
CS
831
Comerica Securities
Michigan
$4M +$209K +6,403 +5%
BPC
832
Banque Pictet & Cie
Switzerland
$3.98M +$1.37M +42,138 +50%
RWA
833
Ropes Wealth Advisors
Massachusetts
$3.96M +$121K +3,710 +3%
RWM
834
Rench Wealth Management
Texas
$3.94M +$31.6K +971 +0.8%
CANC
835
Culbertson A N & Co
Virginia
$3.92M +$47.4K +1,455 +1%
ASN
836
Advisory Services Network
Georgia
$3.92M +$175K +5,372 +4%
LWCFA
837
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.9M -$198K -6,065 -5%
CG
838
Cutler Group
California
$3.88M +$2.45M +75,171 +154%
UBV
839
United Bank (Virginia)
Virginia
$3.88M +$177K +5,433 +5%
CIA
840
Choate Investment Advisors
Massachusetts
$3.87M -$37.1K -1,140 -0.9%
SLA
841
Silver Lake Advisory
Utah
$3.86M +$20.8K +639 +0.5%
EAM
842
Evanson Asset Management
California
$3.85M +$4.2K +129 +0.1%
ICM
843
Intrepid Capital Management
Florida
$3.85M – – –
LCP
844
Legacy Capital Partners
Wisconsin
$3.8M +$212K +6,495 +6%
CIA
845
Covington Investment Advisors
Pennsylvania
$3.79M +$59.3K +1,820 +2%
AIS
846
Accurate Investment Solutions
Pennsylvania
$3.77M +$57.9K +1,778 +2%
SFS
847
Strategic Financial Services
New York
$3.77M +$1.62M +49,630 +70%
TCCM
848
Timber Creek Capital Management
Massachusetts
$3.75M +$55.1K +1,690 +1%
FMWA
849
Forvis Mazars Wealth Advisors
Missouri
$3.74M +$171K +5,263 +5%
HTHT
850
Hemenway Trust Hemenway Trust
New Hampshire
$3.71M -$2.02M -62,157 -34%
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