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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
701
Triangle Securities Wealth Management
North Carolina
$4.23M -$294K -2,905 -7%
WG
702
Winton Group
United Kingdom
$4.22M -$9.69M -95,737 -70%
SNT
703
Security National Trust
West Virginia
$4.22M -$2.53K -25 -0.1%
FA
704
FDx Advisors
Illinois
$4.19M -$1.29M -12,780 -24%
BONST
705
Bank of Nova Scotia Trust
Ontario, Canada
$4.17M -$13.8K -136 -0.3%
CT
706
Coastline Trust
Rhode Island
$4.17M -$943K -9,315 -19%
NCIM
707
New Century Investment Management
Michigan
$4.17M +$121K +1,200 +3%
BCM
708
BTC Capital Management
Iowa
$4.13M -$128K -1,262 -3%
SGH
709
Sivik Global Healthcare
Connecticut
$4.13M +$536K +5,300 +15%
ST
710
Semper Trust
Pennsylvania
$4.12M -$717K -7,085 -15%
PIM
711
Perkins Investment Management
Illinois
$4.09M – – –
COI
712
Connable Office Inc
Michigan
$4.08M -$2.63K -26 -0.1%
STMM
713
South Texas Money Management
Texas
$4.07M +$3.77M +37,286 +1,710%
EWM
714
Evercore Wealth Management
New York
$4.06M +$286K +2,831 +8%
SKK
715
Shepherd Kaplan Krochuk
Massachusetts
$4.04M -$896K -8,860 -18%
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$3.98M +$91.6K +905 +2%
MPWT
717
MassMutual Private Wealth & Trust
Connecticut
$3.97M +$2.38M +23,517 +157%
MC
718
Middleton & Co
Massachusetts
$3.96M +$182K +1,800 +5%
PBT
719
Pictet Bank & Trust
Bahamas
$3.93M -$121K -1,200 -3%
KCM
720
Kingdon Capital Management
New York
$3.92M +$3.85M +38,000 New
AWA
721
ARS Wealth Advisors
Florida
$3.92M -$269K -2,657 -7%
FTC
722
Farmers Trust Company
Ohio
$3.91M -$920K -9,094 -19%
AHS
723
Aspiriant Holdings S3
California
$3.89M -$1.01K -10 -0%
GCP
724
GSA Capital Partners
United Kingdom
$3.88M +$1.29M +12,772 +51%
AB
725
Amalgamated Bank
New York
$3.87M +$936K +9,247 +33%
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