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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
726
Evolve Private Wealth
California
$6.84M +$6.82M +97,820 New
GW
727
Griffith & Werner
Georgia
$6.83M +$64.2K +921 +1%
LA
728
Lynch & Associates
Indiana
$6.79M +$13.6K +195 +0.2%
SEIA
729
Signature Estate & Investment Advisors
California
$6.78M +$329K +4,723 +5%
TH
730
TCTC Holdings
Texas
$6.74M -$13.9K -199 -0.2%
VSQM
731
V-Square Quantitative Management
Illinois
$6.72M +$94.4K +1,354 +1%
BBI
732
Baxter Bros Inc
Connecticut
$6.7M -$323K -4,630 -5%
PA
733
Parallel Advisors
California
$6.7M +$253K +3,635 +4%
TCOT
734
Trust Company of Toledo
Ohio
$6.66M +$39.7K +570 +0.6%
DAS
735
Diversify Advisory Services
Utah
$6.65M +$77.7K +1,115 +1%
AG
736
Ascent Group
Virginia
$6.63M +$421K +6,043 +7%
BMA
737
Brooks Moore & Associates
Tennessee
$6.63M +$10.9K +157 +0.2%
HPC
738
HM Payson & Co
Maine
$6.61M -$76.6K -1,099 -1%
MCM
739
Monarch Capital Management
Indiana
$6.6M -$130K -1,862 -2%
TCWA
740
Turtle Creek Wealth Advisors
Texas
$6.6M +$805K +11,544 +14%
SF
741
Slagle Financial
Illinois
$6.55M +$32K +459 +0.5%
FGP
742
Foyston, Gordon, & Payne
Ontario, Canada
$6.55M – – –
EI
743
Ethic Inc
New York
$6.52M +$1.18M +16,968 +22%
MC
744
Moors & Cabot
Massachusetts
$6.51M +$349K +5,010 +6%
EFS
745
Essex Financial Services
Connecticut
$6.5M -$171K -2,454 -3%
NEAM
746
New England Asset Management
Connecticut
$6.5M +$192K +2,760 +3%
AM
747
Atwater Malick
Pennsylvania
$6.49M -$1.19M -17,036 -16%
HCMT
748
Highland Capital Management (Tennessee)
Tennessee
$6.47M +$620K +8,890 +11%
CCT
749
Chemung Canal Trust
New York
$6.47M -$399K -5,724 -6%
PFS
750
Prospera Financial Services
Texas
$6.47M -$2.23M -31,997 -26%
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