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EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
651
Anchor Investment Management
South Carolina
$109K +$79.6K +467 +210%
PCM
652
Penserra Capital Management
California
$108K +$170 +1 +0.1%
AIM
653
Axiom Investment Management
New York
$97.7K +$341 +2 +0.3%
MG
654
Mather Group
Illinois
$95.1K -$128K -751 -56%
BC
655
Bayforest Capital
United Kingdom
$94K +$63.2K +371 +168%
VCM
656
Versant Capital Management
Arizona
$88.2K -$59K -346 -38%
VWA
657
VSM Wealth Advisory
Maryland
$87.3K – – –
KFA
658
Kelleher Financial Advisors
New York
$85.7K +$92K +540 New
SPIA
659
Steward Partners Investment Advisory
New York
$83.6K -$179K -1,053 -67%
CSPIA
660
Cary Street Partners Investment Advisory
Virginia
$80K +$7.16K +42 +9%
DAM
661
Delta Asset Management
Tennessee
$79.4K – – –
NONA
662
Ninety One North America
New York
$78.1K -$75.5K -443 -47%
PTC
663
Private Trust Company
Ohio
$77.8K -$21.1K -124 -20%
LAS
664
Lloyd Advisory Services
Georgia
$70K +$75.2K +441 New
HFS
665
Hantz Financial Services
Michigan
$70K -$54K -317 -42%
NL
666
NVWM LLC
Pennsylvania
$63.6K -$1.02K -6 -1%
UB
667
UMB Bank
Missouri
$60.6K -$15.9K -93 -20%
HDIM
668
Hanson & Doremus Investment Management
Vermont
$59K – – –
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$58.7K -$15.2K -89 -19%
LI
670
LRI Investments
Florida
$58.6K +$30.7K +180 +95%
PK
671
Pflug Koory
Nebraska
$57.9K – – –
PSB
672
Piscataqua Savings Bank
New Hampshire
$53.5K -$1.7K -10 -3%
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$53.3K -$54.4K -319 -49%
DIP
674
DT Investment Partners
Pennsylvania
$51.7K -$4.94K -29 -8%
OL
675
OneFund LLC
Florida
$51.7K -$1.88K -11 -3%
25 26
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