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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
701
Wealthspire Advisors (New York)
New York
$4.95M +$1.5M +14,679 +40%
IAA
702
Independent Advisor Alliance
North Carolina
$4.93M -$468K -4,587 -8%
LCM
703
Lazari Capital Management
California
$4.88M -$270K -2,645 -5%
MPIM
704
McGinn Penninger Investment Management
Virginia
$4.88M -$17.8K -175 -0.3%
WAM
705
Wallington Asset Management
Indiana
$4.84M +$8.67K +85 +0.2%
IA
706
IFP Advisors
Florida
$4.83M +$131K +1,289 +3%
OIA
707
OneDigital Investment Advisors
Kansas
$4.83M +$230K +2,258 +5%
TCIIS
708
TIAA-CREF Individual & Institutional Services
New York
$4.82M -$500K -4,906 -9%
VST
709
Van Strum & Towne
California
$4.81M -$3.87K -38 -0.1%
SA
710
Sicart Associates
New York
$4.81M -$98.1K -962 -2%
TFA
711
Toth Financial Advisory
Virginia
$4.8M -$1.37M -13,445 -21%
SF
712
Summit Financial
New Jersey
$4.8M +$447K +4,383 +10%
HT
713
Heritage Trust
Oklahoma
$4.8M +$2.09M +20,536 +70%
ICP
714
Ironvine Capital Partners
Nebraska
$4.79M -$2.7M -26,515 -35%
AWA
715
Arkadios Wealth Advisors
Georgia
$4.78M -$187K -1,838 -4%
CI
716
Conning Inc
Connecticut
$4.77M +$276K +2,703 +6%
RWM
717
Ritholtz Wealth Management
New York
$4.76M +$201K +1,970 +4%
PWW
718
Pettyjohn Wood & White
Virginia
$4.75M -$148K -1,448 -3%
BA
719
Bridgewater Associates
Connecticut
$4.75M +$2.6M +25,471 +107%
CIA
720
Capital Investment Advisors
Georgia
$4.74M -$157K -1,544 -3%
RSVP
721
Ramsay Stattman Vela & Price
Colorado
$4.71M -$256K -2,515 -5%
BSC
722
Brown Shipley & Co
United Kingdom
$4.7M -$1.17M -11,512 -19%
FB
723
Fulton Bank
Pennsylvania
$4.69M +$171K +1,680 +4%
JIC
724
Johnson Investment Counsel
Ohio
$4.68M -$203K -1,989 -4%
GWM
725
Graybill Wealth Management
Illinois
$4.63M +$24.2K +237 +0.5%
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