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Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1201
Waypoint Wealth Counsel
Georgia
$117K +$7.74K +760 +8%
ML
1202
McAdam LLC
Pennsylvania
$116K -$22.7K -2,226 -17%
WTB
1203
Washington Trust Bank
Washington
$116K -$152K -14,888 -58%
WCM
1204
Wedge Capital Management
North Carolina
$116K +$109K +10,671 New
IG
1205
ING Group
Netherlands
$115K +$108K +10,644 New
CFG
1206
Chapman Financial Group
Hawaii
$115K +$108K +10,640 New
CICI
1207
Capital Investment Counsel Inc
North Carolina
$115K +$108K +10,614 New
PRTG
1208
Post Resch Tallon Group
New York
$115K – – –
RDWM
1209
Red Door Wealth Management
Tennessee
$115K +$107K +10,556 New
HCMT
1210
Highland Capital Management (Tennessee)
Tennessee
$114K -$67.9K -6,665 -39%
AF
1211
Arrow Financial
New York
$114K – – –
CWM
1212
Crowley Wealth Management
Delaware
$113K – – –
FAM
1213
Formidable Asset Management
Ohio
$113K – – –
EHC
1214
Everett Harris & Co
California
$113K -$3.06K -300 -3%
AA
1215
Addison Advisors
Vermont
$112K -$8.15K -800 -7%
B
1216
Bensler
Washington
$112K -$108K -10,565 -51%
JWM
1217
Jessup Wealth Management
Ohio
$112K +$1.01K +99 +1%
FP
1218
Financial Perspectives
Minnesota
$112K -$1.17K -115 -1%
MSFS
1219
Main Street Financial Solutions
Pennsylvania
$112K -$36.7K -3,607 -26%
YIM
1220
Yoffe Investment Management
Pennsylvania
$111K – – –
WF
1221
Wayfinding Financial
Washington
$111K -$118K -11,620 -53%
OL
1222
OneFund LLC
Florida
$111K -$825 -81 -0.8%
VA
1223
Valmark Advisers
Ohio
$111K +$20 +2 +0%
BI
1224
Bolthouse Investments
California
$111K – – –
EFM
1225
E Fund Management
China
$111K – – –
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