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Name Holding Trade Value Shares
Change 		Change in
Stake
H
901
HoyleCohen
California
$7.61M +$144K +800 +2%
PIM
902
Penobscot Investment Management
Massachusetts
$7.58M -$154K -858 -2%
KTM
903
Keeler Thomas Management
Utah
$7.56M +$199K +1,108 +3%
VIG
904
Vienna Insurance Group
Poland
$7.56M +$683K +3,800 +10%
SH
905
SeaTown Holdings
Singapore
$7.56M -$21.6M -120,000 -74%
AM
906
Atwater Malick
Pennsylvania
$7.53M +$297K +1,653 +4%
PCIA
907
Prime Capital Investment Advisors
Kansas
$7.52M +$1.7M +9,480 +28%
SNT
908
Security National Trust
West Virginia
$7.5M -$225K -1,250 -3%
TYCC
909
Texas Yale Capital Corp
Florida
$7.5M +$153K +850 +2%
AC
910
Alexandria Capital
Virginia
$7.46M +$160K +890 +2%
DWM
911
Dakota Wealth Management
Florida
$7.46M -$2.95M -16,410 -28%
PA
912
Perennial Advisors
New York
$7.44M +$96.2K +535 +1%
AIC
913
Ameritas Investment Company
Nebraska
$7.43M -$1.92M -10,680 -32%
BHIA
914
Birch Hill Investment Advisors
Massachusetts
$7.41M +$48.2K +268 +0.6%
NSEDCP
915
NJ State Employees Deferred Compensation Plan
New Jersey
$7.38M – – –
FMWA
916
Forvis Mazars Wealth Advisors
Missouri
$7.36M -$236K -1,312 -3%
RPC
917
Rossmore Private Capital
Connecticut
$7.33M -$46.9K -261 -0.6%
PFO
918
Pathstone Family Office
New Jersey
$7.28M +$2.65M +14,717 +55%
VSWA
919
Vontobel Swiss Wealth Advisors
Switzerland
$7.26M +$939K +5,219 +14%
EW
920
Evoke Wealth
California
$7.25M +$1.87M +10,409 +33%
FTC
921
Farmers Trust Company
Ohio
$7.23M -$63.5K -353 -0.9%
RP
922
Rice Partnership
Hawaii
$7.23M +$251K +1,395 +4%
MWM
923
Marietta Wealth Management
Georgia
$7.22M +$255K +1,419 +4%
LA
924
Lynch & Associates
Indiana
$7.21M -$122K -680 -2%
IWM
925
IHT Wealth Management
Illinois
$7.21M +$854K +4,746 +13%
35 36
37
38 39