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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1951
Balasa Dinverno & Foltz
$1.24M -$73K -505 -5%
SFS
1952
Stiles Financial Services
Minnesota
$1.24M +$65.1K +450 +5%
BWAM
1953
Boyd Watterson Asset Management
Ohio
$1.24M +$782K +5,406 +150%
CT
1954
Columbia Trust
Oregon
$1.24M +$614K +4,244 +81%
UBV
1955
United Bank (Virginia)
Virginia
$1.24M -$506K -3,500 -28%
BOC
1956
Barbara Oil Co
Illinois
$1.23M – – –
PFSC
1957
Peoples Financial Services Corp
Pennsylvania
$1.23M -$308K -2,130 -19%
FIA
1958
Foundations Investment Advisors
Arizona
$1.23M +$58K +401 +4%
MG
1959
Mather Group
Illinois
$1.23M +$903K +6,245 +230%
NW
1960
NewEdge Wealth
Pennsylvania
$1.23M +$143K +992 +12%
FWA
1961
FOCUS Wealth Advisors
Texas
$1.23M +$240K +1,662 +23%
UAML
1962
US Asset Management LLC
Pennsylvania
$1.22M – – –
UMC
1963
United Maritime Capital
New York
$1.22M -$253K -1,750 -16%
CWM
1964
Chesapeake Wealth Management
Virginia
$1.22M -$8.82K -61 -0.7%
TIM
1965
Tevis Investment Management
Texas
$1.22M +$94.3K +652 +8%
TIA
1966
Trust Investment Advisors
Indiana
$1.22M +$12.9K +89 +1%
AA
1967
Argent Advisors
Louisiana
$1.21M +$364K +2,521 +40%
VCA
1968
Verdence Capital Advisors
Maryland
$1.21M -$389K -2,690 -23%
KCIA
1969
Kingsbury Capital Investment Advisors
Illinois
$1.21M +$1.28M +8,833 New
DP
1970
Dearborn Partners
Illinois
$1.21M +$13.7K +95 +1%
EAM
1971
EFG Asset Management
Oregon
$1.21M +$1.27M +8,798 New
T
1972
TOBAM
France
$1.21M +$457K +3,159 +56%
PM
1973
Parametrica Management
Hong Kong
$1.2M -$462K -3,194 -27%
SB
1974
Strategic Blueprint
Georgia
$1.2M +$269K +1,863 +27%
GI
1975
Gradient Investments
Minnesota
$1.2M -$13.3K -92 -1%
77 78
79
80 81