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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
CSM Advisors
Pennsylvania
$7M +$6.52M +66,821 New
CAM
602
Cresset Asset Management
Illinois
$7M -$1.43M -14,602 -18%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.97M +$27.8K +285 +0.4%
DT
604
Diversified Trust
Tennessee
$6.93M +$694K +7,107 +12%
RIL
605
Rothschild Investment LLC
Illinois
$6.91M +$3.58M +36,680 +126%
AIA
606
Allied Investment Advisors
Montana
$6.89M +$635K +6,508 +11%
VCA
607
Verdence Capital Advisors
Maryland
$6.88M +$2.4M +24,593 +60%
IRF
608
IBM Retirement Fund
New York
$6.87M -$585K -5,988 -8%
BFO
609
Boston Family Office
Massachusetts
$6.84M -$499K -5,106 -8%
SWM
610
Stockman Wealth Management
Montana
$6.84M -$469K -4,804 -7%
LNC
611
Lincoln National Corp
Pennsylvania
$6.84M +$1.4M +14,361 +28%
WDC
612
Woodward Diversified Capital
California
$6.83M -$504K -5,160 -7%
SGAM
613
Smith Group Asset Management
Texas
$6.83M +$6.31M +64,597 +12,211%
GW
614
GW & Wade
Massachusetts
$6.82M +$897K +9,189 +16%
PCM
615
Parsons Capital Management
Rhode Island
$6.8M +$24.5K +251 +0.4%
RMC
616
Resources Management Corp
Connecticut
$6.78M +$104K +1,068 +2%
MWA
617
Meridian Wealth Advisors
Texas
$6.71M +$844K +8,643 +16%
ARMC
618
American Research & Management Company
Massachusetts
$6.71M -$59.9K -613 -0.9%
SWM
619
Spire Wealth Management
Virginia
$6.69M +$6.37M +65,257 New
WS
620
Wedbush Securities
California
$6.68M +$980K +10,039 +19%
VHAM
621
Van Hulzen Asset Management
California
$6.64M -$438K -4,488 -7%
BCM
622
Birmingham Capital Management
Alabama
$6.53M +$63.5K +650 +1%
KPCM
623
Kings Point Capital Management
New York
$6.5M +$204K +2,085 +3%
TCOV
624
Trust Company of Vermont
Vermont
$6.48M -$46.3K -474 -0.8%
PCA
625
Peddock Capital Advisors
Massachusetts
$6.42M +$114K +1,166 +2%
23 24
25
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