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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
676
Canandaigua National Bank & Trust
New York
$5.82M +$308K +5,138 +5%
LA
677
Lynch & Associates
Indiana
$5.81M -$95.4K -1,591 -2%
CWM
678
Cornerstone Wealth Management
Missouri
$5.78M +$168K +2,801 +3%
DIP
679
DT Investment Partners
Pennsylvania
$5.77M +$1.25M +20,781 +25%
B
680
Bailard
California
$5.77M -$132K -2,194 -2%
BOH
681
Bank of Hawaii
Hawaii
$5.76M +$84.9K +1,415 +1%
VWA
682
Visionary Wealth Advisors
Illinois
$5.76M +$43.1K +718 +0.7%
SAM
683
Shell Asset Management
Netherlands
$5.75M -$7.94M -132,325 -56%
SAM
684
Synergy Asset Management
Washington
$5.74M +$1.06M +17,605 +21%
DWM
685
Destination Wealth Management
California
$5.74M -$106K -1,773 -2%
EWA
686
Exencial Wealth Advisors
Oklahoma
$5.72M -$538K -8,966 -8%
AIM
687
AHL Investment Management
Florida
$5.69M +$120 +2 +0%
BA
688
BCM Advisors
Louisiana
$5.67M – – –
CK
689
Cohen Klingenstein
New York
$5.67M – – –
MCP
690
Martin Capital Partners
Oregon
$5.61M +$8.64K +144 +0.1%
BM
691
Bislett Management
California
$5.6M – – –
WW
692
Windle Wealth
Oklahoma
$5.59M +$194K +3,228 +3%
SPC
693
Sigma Planning Corp
Michigan
$5.59M -$78.1K -1,302 -1%
PGIM
694
Pacific Global Investment Management
California
$5.57M -$67.8K -1,130 -1%
BWS
695
Buck Wealth Strategies
Colorado
$5.56M +$600K +9,998 +11%
AO
696
Allen Operations
New York
$5.55M – – –
PWP
697
Perfromance Wealth Partners
Illinois
$5.52M +$321K +5,358 +6%
WAM
698
Wolverine Asset Management
Illinois
$5.49M +$2.21M +36,781 +60%
CF
699
Covea Finance
France
$5.46M – – –
AAM
700
Auxier Asset Management
Oregon
$5.44M -$126K -2,104 -2%
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