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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
601
Voya Financial Advisors
Connecticut
$810K -$111K -2,090 -9%
MPI
602
Mairs & Power Inc
Minnesota
$807K -$5.33K -100 -0.5%
CC
603
Cedar Capital
Illinois
$806K +$71.3K +1,338 +7%
BAM
604
Belpointe Asset Management
Nevada
$804K +$38.8K +727 +4%
MCM
605
MAI Capital Management
Ohio
$800K -$285K -5,337 -21%
H
606
HoyleCohen
California
$800K -$44.3K -830 -4%
NIC
607
Northwest Investment Counselors
Oregon
$800K -$23.4K -438 -2%
VST
608
Van Strum & Towne
California
$797K -$10.7K -201 -1%
CG
609
Colony Group
Massachusetts
$796K -$15.2K -286 -1%
DPIM
610
Duff & Phelps Investment Management
Illinois
$795K +$29.9K +561 +3%
CFG
611
Citizens Financial Group
Rhode Island
$795K +$192K +3,594 +22%
TAM
612
Taurus Asset Management
New York
$793K – – –
PA
613
Profund Advisors
Maryland
$787K -$797K -14,956 -43%
CLOS
614
Compagnie Lombard Odier SCmA
Switzerland
$785K -$333K -6,251 -24%
SWM
615
Sculati Wealth Management
Michigan
$785K +$52.1K +977 +5%
MSAM
616
Moloney Securities Asset Management
Missouri
$782K +$363K +6,805 +53%
MFW
617
Meristem Family Wealth
Minnesota
$779K -$3.63K -68 -0.3%
IFWM
618
Institute for Wealth Management
Colorado
$776K +$158K +2,959 +18%
UR
619
USCA RIA
Texas
$771K +$34K +638 +3%
BB
620
Busey Bank
Illinois
$769K -$34K -637 -3%
IIM
621
Ipswich Investment Management
Massachusetts
$767K -$116K -2,174 -10%
ECM
622
Estabrook Capital Management
New York
$765K +$5.07K +95 +0.5%
AAS
623
Avantax Advisory Services
Texas
$763K +$140K +2,625 +16%
PI
624
Pettee Investors
Connecticut
$761K -$25.6K -481 -2%
QCM
625
Quantinno Capital Management
New York
$756K +$1.02M +19,097 New
23 24
25
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