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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1076
Evermay Wealth Management
Virginia
$330K +$137K +553 +61%
MCA
1077
Mercer Capital Advisers
New Jersey
$329K +$24.8K +100 +7%
BG
1078
Bahl & Gaynor
Ohio
$328K +$248 +1 +0.1%
TTWM
1079
TCV Trust & Wealth Management
Virginia
$327K -$22.3K -90 -6%
GLA
1080
Great Lakes Advisors
Illinois
$327K +$357K +1,442 New
CS
1081
Credential Securities
$323K -$10.7K -43 -3%
HCM
1082
Howland Capital Management
Massachusetts
$323K -$11.4K -46 -3%
ABC
1083
Associated Banc-Corp
Wisconsin
$323K – – –
MIFH
1084
Migdal Insurance & Financial Holdings
Israel
$323K +$347K +1,399 +5,829%
HCM
1085
Harvest Capital Management
New Hampshire
$322K – – –
CRC
1086
Curi RMB Capital
Illinois
$322K +$48.1K +194 +16%
MWM
1087
Mission Wealth Management
California
$319K +$8.67K +35 +3%
FWIA
1088
Fort Washington Investment Advisors
Ohio
$318K -$6.44K -26 -2%
VST
1089
Van Strum & Towne
California
$318K – – –
WF
1090
Welch & Forbes
Massachusetts
$318K – – –
QPWM
1091
Quadrant Private Wealth Management
Pennsylvania
$317K +$10.4K +42 +3%
PAM
1092
Palisade Asset Management
Minnesota
$316K – – –
GEM
1093
Global Endowment Management
North Carolina
$315K -$2.48K -10 -0.7%
OFW
1094
Omnia Family Wealth
Florida
$314K – – –
OIA
1095
OneDigital Investment Advisors
Kansas
$312K +$1.24K +5 +0.4%
KA
1096
Kovack Advisors
Florida
$312K +$127K +514 +60%
AWM
1097
Altium Wealth Management
New York
$311K +$340K +1,371 New
EFS
1098
Essex Financial Services
Connecticut
$310K -$3.96K -16 -1%
S
1099
SignatureFD
Georgia
$308K -$6.94K -28 -2%
NED
1100
Nancy E. Dempze
$308K – – –
42 43
44
45 46