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Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
1176
Wright Investors Service
Connecticut
$633K -$1.03M -13,035 -62%
EGA
1177
E&G Advisors
Texas
$631K -$11.8K -150 -2%
NGA
1178
Naples Global Advisors
Florida
$631K +$165K +2,090 +36%
CCM
1179
Chilton Capital Management
Texas
$627K -$7.34M -92,982 -92%
KWM
1180
Kingsview Wealth Management
Oregon
$625K +$19.3K +244 +3%
PA
1181
Parallel Advisors
California
$623K +$44.4K +562 +8%
CAM
1182
Close Asset Management
United Kingdom
$621K – – –
QI
1183
Quotient Investors
New York
$620K +$316K +4,000 +108%
TCOT
1184
Trust Company of Toledo
Ohio
$616K -$42.2K -534 -7%
NA
1185
NewEdge Advisors
Louisiana
$612K +$619K +7,836 New
BOH
1186
Bank of Hawaii
Hawaii
$612K +$143K +1,814 +31%
AAC
1187
Asset Advisors Corp
Georgia
$611K – – –
WIC
1188
Whitegate Investment Counselors
New Hampshire
$609K -$39.5K -500 -6%
SCI
1189
S&CO Inc
Massachusetts
$598K – – –
NFC
1190
Northeast Financial Consultants
Connecticut
$595K -$79K -1,000 -12%
BDF
1191
Balasa Dinverno & Foltz
$594K -$10.3K -131 -2%
SLF
1192
Sun Life Financial
Ontario, Canada
$592K +$577K +7,310 +17,000%
BHBT
1193
Burke & Herbert Bank & Trust
Virginia
$591K – – –
PP
1194
Patten & Patten
Tennessee
$586K +$575K +7,282 New
HSA
1195
HBK Sorce Advisory
Pennsylvania
$584K +$573K +7,252 New
BSW
1196
Buckingham Strategic Wealth
Missouri
$582K – – –
CBT
1197
Capital Bank & Trust
California
$582K +$571K +7,234 New
SC
1198
Savant Capital
Illinois
$581K +$10.1K +128 +2%
RWA
1199
Ropes Wealth Advisors
Massachusetts
$581K +$13.7K +173 +2%
TPWA
1200
TRUE Private Wealth Advisors
Oregon
$580K +$21.8K +276 +4%
46 47
48
49 50