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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
726
Beese Fulmer Investment Management
Ohio
$11.7M +$95.6K +294 +0.9%
KF
727
KKM Financial
Illinois
$11.6M +$1.22M +3,754 +12%
ORIO
728
Old Republic International (ORI)
Illinois
$11.6M +$10.7M +33,000 New
RDWM
729
Red Door Wealth Management
Tennessee
$11.6M +$198K +609 +2%
CWM
730
Cabot Wealth Management
Massachusetts
$11.6M -$308K -948 -3%
LWM
731
LongView Wealth Management
Georgia
$11.6M +$473K +1,455 +5%
QCG
732
Quadrant Capital Group
Ohio
$11.5M -$48.1K -148 -0.4%
MCM
733
Monarch Capital Management
Indiana
$11.5M -$93.7K -288 -0.9%
PIM
734
Penobscot Investment Management
Massachusetts
$11.5M -$2.61M -8,019 -20%
TF
735
Tompkins Financial
New York
$11.5M +$31.2K +96 +0.3%
OIA
736
OneDigital Investment Advisors
Kansas
$11.5M -$575K -1,767 -5%
BTW
737
Boston Trust Walden
Massachusetts
$11.4M -$449K -1,381 -4%
BCWM
738
Bartlett & Co Wealth Management
Ohio
$11.4M -$572K -1,759 -5%
CA
739
CapWealth Advisors
Tennessee
$11.3M +$1.4M +4,308 +15%
AIMCA
740
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.3M +$10.4M +32,100 New
KA
741
Kintegral Advisory
New York
$11.3M – – –
CSUI
742
Cincinnati Specialty Underwriters Insurance
Ohio
$11.3M – – –
UAS
743
United Asset Strategies
New York
$11.3M +$186K +573 +2%
NMIMC
744
Northwestern Mutual Investment Management Company
Wisconsin
$11.3M +$26.4K +81 +0.3%
GCM
745
Graham Capital Management
Connecticut
$11.3M +$4.11M +12,642 +66%
PNC
746
Park National Corp
Ohio
$11.3M -$137K -422 -1%
TIC
747
TriCert Investment Counsel
$11.3M +$10.4M +31,906 New
OIMU
748
Osmosis Investment Management UK
United Kingdom
$11.2M -$9.85M -30,269 -49%
GIP
749
Granite Investment Partners
California
$11.2M +$829K +2,549 +9%
GHA
750
GW Henssler & Associates
Georgia
$11.2M -$574K -1,763 -5%
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30
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