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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
526
Evercore Wealth Management
New York
$918K -$40.7K -925 -4%
OAM
527
Oppenheimer Asset Management
New York
$913K +$19.9K +453 +2%
GC
528
Grimes & Company
Massachusetts
$899K +$14.5K +329 +1%
FNBTCON
529
First National Bank & Trust Co of Newtown
Pennsylvania
$898K -$6.11K -139 -0.6%
CA
530
Carson Advisory
Georgia
$890K -$12.8K -292 -1%
LRIC
531
Long Road Investment Counsel
Michigan
$881K – – –
FFM
532
Forum Financial Management
Illinois
$880K -$409K -9,305 -29%
WSFS
533
Wilmington Savings Fund Society
Delaware
$877K +$12.1K +276 +1%
BAM
534
Byrne Asset Management
New Jersey
$876K -$153K -3,483 -13%
CPIG
535
Chicago Partners Investment Group
Illinois
$876K +$15.4K +351 +2%
QP
536
Quilter Plc
United Kingdom
$874K -$124K -2,830 -11%
PFO
537
Pathstone Family Office
New Jersey
$868K +$344K +7,820 +56%
SLI
538
Sumitomo Life Insurance
Japan
$867K -$112K -2,546 -10%
VC
539
Vicus Capital
Pennsylvania
$858K -$6.11K -139 -0.6%
PAM
540
Paradigm Asset Management
New York
$854K -$21.1K -481 -2%
MS
541
Maven Securities
Jersey
$854K -$747K -16,999 -43%
CGH
542
Crossmark Global Holdings
Texas
$848K -$32.6K -742 -3%
PT
543
Plimoth Trust
Massachusetts
$848K -$1.05K -24 -0.1%
MCM
544
Monarch Capital Management
Indiana
$847K -$13.2K -300 -1%
FNFDCM
545
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$847K -$6.42K -146 -0.7%
TCA
546
Transcend Capital Advisors
New Jersey
$845K +$191K +4,333 +25%
BF
547
BOK Financial
Oklahoma
$842K +$8.05K +183 +0.8%
VHAM
548
Van Hulzen Asset Management
California
$839K -$1.27M -28,976 -57%
GVAG
549
Great Valley Advisor Group
Delaware
$837K -$1.02M -23,107 -52%
CI
550
Cigna Investments
Connecticut
$836K -$41.8K -950 -4%
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