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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
601
Pettee Investors
Connecticut
$1.04M -$4K -67 -0.4%
VLC
602
Van Leeuwen & Company
New Jersey
$1.03M -$10.7K -180 -1%
CC
603
Courier Capital
New York
$1.03M -$34.2K -573 -3%
SACTSONJ
604
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.03M – – –
FWM
605
Foresight Wealth Management
Utah
$1.02M -$25.2K -422 -2%
MA
606
MBA Advisors
Pennsylvania
$1.02M – – –
CB
607
Cadence Bank
Mississippi
$1.01M -$11K -185 -1%
EAM
608
Erste Asset Management
Austria
$1.01M +$281K +4,706 +38%
BMC
609
Beaton Management Company
Massachusetts
$1.01M +$3.64K +61 +0.3%
MCA
610
Millennium Capital Advisors
Arkansas
$1.01M +$38.5K +645 +4%
FWCM
611
Ferguson Wellman Capital Management
Oregon
$1.01M +$7.28K +122 +0.7%
WJWM
612
Williams Jones Wealth Management
New York
$1.01M +$776K +13,003 +280%
FEG
613
Fund Evaluation Group
Ohio
$1M +$1.05M +17,616 New
PP
614
Palladium Partners
Virginia
$985K -$15.3K -257 -1%
ASBI
615
American State Bank (Iowa)
Iowa
$984K -$27.1K -455 -3%
BFA
616
Beacon Financial Advisory
Ohio
$982K +$124K +2,074 +14%
ACM
617
Argyle Capital Management
Pennsylvania
$979K -$83.7K -1,403 -8%
AWM
618
Apollon Wealth Management
South Carolina
$979K +$23.7K +398 +2%
RB
619
Rodgers Brothers
Pennsylvania
$973K -$69.1K -1,158 -6%
KWM
620
Kingsview Wealth Management
Oregon
$969K +$59.3K +994 +6%
MHS
621
M Holdings Securities
Oregon
$969K +$1.01M +16,998 New
CGL
622
Clarius Group LLC
Washington
$967K – – –
KS
623
Karpas Strategies
Connecticut
$966K -$9.01K -151 -0.9%
CAM
624
Cacti Asset Management
Georgia
$965K +$71.8K +1,203 +8%
TCA
625
Transcend Capital Advisors
New Jersey
$965K +$181K +3,041 +22%
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