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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1301
KCM Investment Advisors
California
$825K +$139K +1,909 +21%
HIA
1302
Harbor Investment Advisory
Maryland
$823K +$13.9K +191 +2%
WWM
1303
Windsor Wealth Management
Indiana
$823K +$99.5K +1,366 +14%
ATC
1304
Adirondack Trust Company
New York
$822K +$85.6K +1,175 +12%
EB
1305
Eastern Bank
Massachusetts
$820K -$2.21M -30,291 -74%
FHA
1306
First Horizon Advisors
Tennessee
$820K +$50.6K +695 +7%
S
1307
SimplyRich
California
$815K +$19.2K +264 +2%
IB
1308
Intrust Bank
Kansas
$811K -$81.7K -1,121 -9%
SIG
1309
Sargent Investment Group
Maryland
$807K +$182K +2,500 +30%
VC
1310
Vicus Capital
Pennsylvania
$802K -$13.1K -180 -2%
WPW
1311
Waldron Private Wealth
Pennsylvania
$801K -$5.97K -82 -0.8%
OIM
1312
Oder Investment Management
California
$796K +$12.2K +168 +2%
PWA
1313
Providence Wealth Advisors
Illinois
$795K +$30.4K +418 +4%
WJWM
1314
Williams Jones Wealth Management
New York
$794K +$87.1K +1,196 +13%
RCC
1315
Red Cedar Capital
Nebraska
$792K – – –
FFWA
1316
FRG Family Wealth Advisors
Washington
$792K +$440K +6,035 +134%
TAM
1317
Trust Asset Management
Texas
$789K +$136K +1,872 +22%
BDFN
1318
Bond & Devick Financial Network
Minnesota
$788K +$29.1K +400 +4%
CGL
1319
Clarius Group LLC
Washington
$788K +$96.5K +1,325 +14%
1SB
1320
1ST Source Bank
Indiana
$787K -$734K -10,081 -49%
FFWM
1321
Future Financial Wealth Management
Ohio
$786K +$9.98K +137 +1%
SFI
1322
SPC Financial Inc
Maryland
$784K +$21.9K +300 +3%
RTC
1323
Riverview Trust Company
Washington
$783K – – –
RBA
1324
Richard Bernstein Advisors
New York
$782K -$5.36M -73,533 -88%
HPC
1325
Hobart Private Capital
North Carolina
$782K +$757K +10,392 New
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