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Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
651
Legacy Capital Partners
Wisconsin
$6.44M +$1.47M +27,156 +29%
MCP
652
Martin Capital Partners
Oregon
$6.43M +$1.68M +31,063 +35%
ECM
653
Evergreen Capital Management
Washington
$6.42M +$321K +5,926 +5%
WC
654
Winmill & Co
New Hampshire
$6.41M – – –
SFWA
655
Summit Financial Wealth Advisors
Louisiana
$6.41M +$287K +5,296 +5%
HAI
656
Hennessy Advisors Inc
California
$6.39M -$96K -1,770 -1%
LBC
657
Lowe Brockenbrough & Co
Virginia
$6.38M -$119K -2,202 -2%
LOPW
658
Live Oak Private Wealth
North Carolina
$6.35M +$564K +10,400 +10%
KWM
659
Kingsview Wealth Management
Oregon
$6.35M +$1.63M +30,159 +34%
CA
660
Callahan Advisors
Texas
$6.34M -$1.77M -32,640 -22%
TCOT
661
Trust Company of Toledo
Ohio
$6.33M -$32.3K -596 -0.5%
CCP
662
Corient Capital Partners
California
$6.32M +$284K +5,244 +5%
ACM
663
Argyle Capital Management
Pennsylvania
$6.32M +$2.71K +50 +0%
MBTD
664
Mechanics Bank - Trust Department
California
$6.29M +$196K +3,610 +3%
IC
665
IEQ Capital
California
$6.29M +$748K +13,802 +13%
BWM
666
Buckley Wealth Management
Nevada
$6.28M +$464K +8,564 +8%
MC
667
Moors & Cabot
Massachusetts
$6.26M +$436K +8,038 +7%
AF
668
Allworth Financial
California
$6.26M +$894K +16,482 +16%
AM
669
Atwater Malick
Pennsylvania
$6.26M +$261K +4,809 +4%
HFM
670
Hartford Financial Management
Connecticut
$6.25M +$93.7K +1,729 +1%
PWLP
671
Prio Wealth Limited Partnership
Massachusetts
$6.24M -$39.8K -734 -0.6%
RWM
672
Rench Wealth Management
Texas
$6.19M +$84.2K +1,554 +1%
CT
673
Caldwell Trust
Florida
$6.16M +$336K +6,197 +6%
CG
674
Colony Group
Massachusetts
$6.16M -$592K -10,916 -9%
CK
675
Cohen Klingenstein
New York
$6.15M – – –
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