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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
501
Nicola Wealth Management
British Columbia, Canada
$12.3M +$3.79M +55,000 +42%
HFS
502
Hantz Financial Services
Michigan
$12.2M -$604K -8,771 -5%
CA
503
Clearstead Advisors
Ohio
$12.2M -$446K -6,483 -3%
WT
504
Whittier Trust
California
$12.2M -$203K -2,949 -2%
CIS
505
Connors Investor Services
Pennsylvania
$12.2M +$364K +5,282 +3%
OAC
506
OMERS Administration Corp
Ontario, Canada
$12.2M +$987K +14,341 +8%
GIP
507
Greatmark Investment Partners
Georgia
$12M -$22.9K -333 -0.2%
FFIC
508
First Fiduciary Investment Counsel
Ohio
$12M +$325K +4,720 +3%
PA
509
Pinnacle Associates
New York
$11.9M -$515K -7,476 -4%
KCM
510
Kanawha Capital Management
Virginia
$11.9M -$258K -3,755 -2%
MWM
511
Modera Wealth Management
New Jersey
$11.9M +$111K +1,609 +0.9%
APP
512
Avantax Planning Partners
Iowa
$11.8M +$296K +4,305 +2%
BFS
513
Bard Financial Services
Connecticut
$11.8M +$8.6K +125 +0.1%
ELI
514
Empire Life Investments
Ontario, Canada
$11.8M +$6.35M +92,250 +109%
SFCM
515
Savoir Faire Capital Management
Connecticut
$11.7M +$2.25M +32,640 +23%
PG
516
Patten Group
Tennessee
$11.7M -$147K -2,134 -1%
FLPIM
517
F.L. Putnam Investment Management
Massachusetts
$11.7M +$1.75M +25,467 +17%
MHIC
518
Marble Harbor Investment Counsel
Massachusetts
$11.6M -$15.5K -225 -0.1%
BFIM
519
Beese Fulmer Investment Management
Ohio
$11.6M -$298K -4,323 -2%
SW
520
SteelPeak Wealth
California
$11.6M +$1.32M +19,110 +12%
NMERB
521
New Mexico Educational Retirement Board
New Mexico
$11.6M -$427K -6,200 -3%
KFP
522
KMG Fiduciary Partners
Ohio
$11.5M +$349K +5,069 +3%
AWA
523
Arkadios Wealth Advisors
Georgia
$11.5M +$1.18M +17,203 +11%
WDA
524
Wendell David Associates
New Hampshire
$11.5M -$6.95K -101 -0.1%
CWP
525
Cyndeo Wealth Partners
Florida
$11.5M -$894K -12,996 -7%
19 20
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