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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
651
Haverford Financial Services
Pennsylvania
$5.46M -$15.4K -283 -0.3%
DBT
652
Dubuque Bank & Trust
Iowa
$5.45M -$167K -3,078 -3%
WT
653
Washington Trust
Rhode Island
$5.43M -$50.3K -924 -0.9%
CAM
654
Cresset Asset Management
Illinois
$5.43M +$1.88M +34,548 +53%
DCM
655
Dupont Capital Management
Delaware
$5.42M +$731K +13,429 +15%
PAM
656
Panagora Asset Management
Massachusetts
$5.41M -$5.47M -100,496 -50%
RC
657
RBF Capital
California
$5.41M – – –
SIM
658
Sonora Investment Management
Arizona
$5.4M +$410K +7,536 +8%
DWA
659
Douglass Winthrop Advisors
New York
$5.37M -$402K -7,388 -7%
SCA
660
Stokes Capital Advisors
South Carolina
$5.36M +$63.1K +1,160 +1%
PTC
661
Philadelphia Trust Company
Pennsylvania
$5.34M +$3.08M +56,526 +134%
LDB
662
Lee, Danner & Bass
Tennessee
$5.34M -$9.52K -175 -0.2%
IA
663
IFG Advisory
Georgia
$5.3M +$1.95M +35,827 +58%
TCOT
664
Trust Company of Toledo
Ohio
$5.29M -$28.7K -528 -0.5%
MIAN
665
Mariner Independent Advisor Network
Kansas
$5.25M +$510K +9,371 +11%
VWA
666
Visionary Wealth Advisors
Illinois
$5.24M -$81K -1,489 -2%
LOPW
667
Live Oak Private Wealth
North Carolina
$5.21M +$212K +3,891 +4%
CP
668
Cumberland Partners
Ontario, Canada
$5.2M -$27.1K -498 -0.5%
EP
669
Eudaimonia Partners
Tennessee
$5.19M -$320K -5,883 -6%
PPW
670
Parcion Private Wealth
Washington
$5.18M -$90.2K -1,657 -2%
DIP
671
DT Investment Partners
Pennsylvania
$5.17M +$23.4K +431 +0.5%
HCMT
672
Highland Capital Management (Tennessee)
Tennessee
$5.15M -$34.3K -630 -0.7%
SVWAG
673
Sound View Wealth Advisors Group
Georgia
$5.14M -$695K -12,770 -12%
BCM
674
Brookstone Capital Management
Illinois
$5.1M +$1.13M +20,744 +29%
YL
675
YCG LLC
Texas
$5.08M – – –
25 26
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