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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
551
Apella Capital
Connecticut
$337K +$475 +1 +0.1%
MWM
552
Meridian Wealth Management
Kentucky
$336K +$950 +2 +0.3%
PCM
553
Parsons Capital Management
Rhode Island
$336K – – –
LSA
554
Leonteq Securities AG
Switzerland
$333K +$27.6K +58 +9%
BFW
555
Brady Family Wealth
Missouri
$332K -$475 -1 -0.1%
WJWM
556
Williams Jones Wealth Management
New York
$329K – – –
FIM
557
Freedom Investment Management
Connecticut
$328K -$10.9K -23 -3%
HSA
558
HBK Sorce Advisory
Pennsylvania
$328K -$1.9K -4 -0.6%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$325K -$2.38K -5 -0.7%
FWIA
560
Fort Washington Investment Advisors
Ohio
$323K – – –
RP
561
Rowlandmiller & Partners
Georgia
$322K – – –
CL
562
Choreo LLC
Illinois
$321K +$33.7K +71 +12%
SF
563
Synovus Financial
Georgia
$321K -$317K -668 -50%
IWM
564
IHT Wealth Management
Illinois
$319K -$65.6K -138 -17%
SAM
565
Seelaus Asset Management
New Jersey
$307K – – –
KIA
566
KCM Investment Advisors
California
$307K – – –
SCA
567
Stokes Capital Advisors
South Carolina
$307K – – –
LWAM
568
Legacy Wealth Asset Management
Minnesota
$306K -$14.3K -30 -4%
DE
569
Diversified Enterprises
Delaware
$306K – – –
CG
570
Caprock Group
Idaho
$304K +$35.2K +74 +13%
GC
571
Guggenheim Capital
Illinois
$301K -$92.2K -194 -24%
PHIC
572
Pine Haven Investment Counsel
Massachusetts
$300K – – –
BSI
573
Bennett Selby Investments
Maine
$299K – – –
CPCPP
574
Canada Post Corporation Pension Plan
Canada
$298K +$295K +620 New
BFS
575
Bradley Foster & Sargent
Connecticut
$297K – – –
21 22
23
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