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Henry Schein
HSIC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
426
Smith Salley Wealth Management
North Carolina
$255K -$30.1K -446 -11%
BAM
427
Berkshire Asset Management
Pennsylvania
$246K +$240K +3,555 New
RIM
428
Ranger Investment Management
Texas
$242K +$3.45K +51 +1%
SCP
429
Syntal Capital Partners
Texas
$237K -$17.7K -262 -7%
BC
430
Burney Company
Virginia
$231K +$25.1K +372 +13%
WA
431
WBH Advisory
Maryland
$231K +$226K +3,341 New
BTW
432
Boston Trust Walden
Massachusetts
$230K – – –
MBT
433
Montecito Bank & Trust
California
$230K – – –
W
434
Wealthfront
California
$228K +$13.7K +202 +7%
WRM
435
Westport Resources Management
Connecticut
$227K – – –
MHS
436
M Holdings Securities
Oregon
$226K – – –
MDCM
437
Morgan Dempsey Capital Management
Wisconsin
$223K – – –
GBT
438
Grove Bank & Trust
Florida
$220K +$214K +3,162 New
RBC
439
Ronald Blue & Co
Georgia
$220K +$215K +3,177 New
EWM
440
Evercore Wealth Management
New York
$212K – – –
IB
441
Intrust Bank
Kansas
$204K +$199K +2,950 New
WB
442
WesBanco Bank
West Virginia
$203K -$67.6K -1,000 -25%
EFS
443
Essex Financial Services
Connecticut
$203K +$198K +2,933 New
IP
444
Isthmus Partners
Wisconsin
$201K – – –
CBN
445
Cadence Bank NA
Texas
$201K +$195K +2,892 New
QI
446
QS Investors
New York
$187K -$338 -5 -0.2%
MAM
447
Mizuho Asset Management
Japan
$180K +$91.4K +1,352 +109%
TWA
448
TCI Wealth Advisors
Arizona
$177K – – –
DADC
449
D.A. Davidson & Co
Montana
$176K -$2.43K -36 -1%
FHA
450
First Horizon Advisors
Tennessee
$154K -$19.1K -283 -11%
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18
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