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Corning
GLW

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
701
Northeast Investment Management
Massachusetts
$733K +$95.5K +2,270 +16%
FMWA
702
Forvis Mazars Wealth Advisors
Missouri
$731K +$22K +523 +3%
DWM
703
Diversify Wealth Management
Utah
$726K -$50.8K -1,208 -7%
VI
704
Vestcor Inc
New Brunswick, Canada
$722K – – –
FPAS
705
Focus Partners Advisor Solutions
Missouri
$722K +$133K +3,155 +25%
EI
706
Ellevest Inc
New York
$721K -$39.9K -948 -6%
KFC
707
Klingenstein Fields & Co
New York
$720K – – –
JIC
708
Johnson Investment Counsel
Ohio
$714K +$185K +4,401 +39%
SC
709
Searle & Co
Connecticut
$709K – – –
AFCM
710
Applied Finance Capital Management
Puerto Rico
$707K -$234K -5,566 -26%
FTDI
711
First Trust Direct Indexing
Massachusetts
$707K +$127K +3,010 +24%
EW
712
Evoke Wealth
California
$703K +$655K +15,563 New
EWA
713
EP Wealth Advisors
California
$697K +$15.3K +364 +2%
CT
714
Caldwell Trust
Florida
$695K +$14.9K +353 +2%
SIAP
715
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$690K – – –
KWM
716
Kingsview Wealth Management
Oregon
$688K -$18.6K -442 -3%
SMC
717
Smith, Moore & Co
Missouri
$683K +$12.6K +300 +2%
FDCDDQ
718
Federation des caisses Desjardins du Quebec
Quebec, Canada
$682K -$17.1K -406 -3%
1WA
719
180 Wealth Advisors
Washington
$678K -$14.5K -344 -2%
TCMG
720
TSP Capital Management Group
New Jersey
$677K – – –
SI
721
Stephens Inc
Arkansas
$674K -$88.8K -2,111 -12%
PP
722
Patron Partners
Texas
$672K -$4.96K -118 -0.8%
MWM
723
Mission Wealth Management
California
$667K -$10.9K -259 -2%
WCA
724
Westover Capital Advisors
Delaware
$665K +$367K +8,730 +146%
VA
725
Vident Advisory
Georgia
$665K +$99.1K +2,355 +19%
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