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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
CapWealth Advisors
Tennessee
$13.2M +$85.6K +1,201 +0.6%
WT
502
Whittier Trust
California
$13.2M -$30.2K -424 -0.2%
CWP
503
Cyndeo Wealth Partners
Florida
$13.1M +$868K +12,190 +7%
KCM
504
Kanawha Capital Management
Virginia
$12.9M -$158K -2,224 -1%
GIP
505
Greatmark Investment Partners
Georgia
$12.9M +$28.3K +397 +0.2%
NMERB
506
New Mexico Educational Retirement Board
New Mexico
$12.8M – – –
BFIM
507
Beese Fulmer Investment Management
Ohio
$12.7M +$5.41K +76 +0%
PG
508
Patten Group
Tennessee
$12.7M +$8.05K +113 +0.1%
BFS
509
Bard Financial Services
Connecticut
$12.6M -$94.4K -1,325 -0.7%
CIS
510
Connors Investor Services
Pennsylvania
$12.6M +$297K +4,171 +2%
MWM
511
Modera Wealth Management
New Jersey
$12.5M -$73.9K -1,038 -0.6%
FFIC
512
First Fiduciary Investment Counsel
Ohio
$12.5M +$140K +1,968 +1%
MHIC
513
Marble Harbor Investment Counsel
Massachusetts
$12.4M -$35.1K -493 -0.3%
APP
514
Avantax Planning Partners
Iowa
$12.3M -$2.78K -39 -0%
WDA
515
Wendell David Associates
New Hampshire
$12.2M -$211K -2,961 -2%
EOJOAM
516
E. Ohman J:or Asset Management
Sweden
$12.2M -$373K -5,235 -3%
SAI
517
Systematic Alpha Investments
New Jersey
$12.2M – – –
LCOV
518
London Company of Virginia
Virginia
$12.2M -$81K -1,137 -0.7%
RCYC
519
Richard C. Young & Co
Rhode Island
$12.1M +$214K +3,003 +2%
AAM
520
AR Asset Management
California
$12.1M – – –
BCWM
521
Bartlett & Co Wealth Management
Ohio
$12M +$27.3K +383 +0.2%
KFP
522
KMG Fiduciary Partners
Ohio
$12M +$12.4K +174 +0.1%
OAC
523
OMERS Administration Corp
Ontario, Canada
$12M -$613K -8,600 -5%
WIA
524
World Investment Advisors
California
$11.9M +$6.65M +93,373 +126%
EB
525
Eastern Bank
Massachusetts
$11.8M -$198K -2,782 -2%
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