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Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
801
Vaughan Nelson Investment Management
Texas
$4.32M – – –
BCFS
802
Butensky & Cohen Financial Security
Florida
$4.32M -$209K -3,294 -5%
S
803
Surevest
California
$4.31M +$89.4K +1,410 +2%
NPT
804
Nixon Peabody Trust
Massachusetts
$4.31M -$447K -7,051 -9%
FTDI
805
First Trust Direct Indexing
Massachusetts
$4.29M +$116K +1,836 +3%
JPMIA
806
J.P. Marvel Investment Advisors
Massachusetts
$4.27M – – –
SFA
807
Semmax Financial Advisors
North Carolina
$4.26M +$453K +7,154 +12%
AG
808
Ascent Group
Virginia
$4.24M +$146K +2,309 +4%
WIC
809
WealthBridge Investment Counsel
Alberta, Canada
$4.24M -$323K -5,100 -7%
RA
810
RFG Advisory
Alabama
$4.23M +$333K +5,257 +9%
CBN
811
Cadence Bank NA
Texas
$4.22M -$309K -4,879 -7%
SSWM
812
Smith Salley Wealth Management
North Carolina
$4.22M +$208K +3,282 +5%
BTWM
813
Baker Tilly Wealth Management
Wisconsin
$4.21M -$159K -2,510 -4%
MGP
814
Metis Global Partners
California
$4.2M +$233K +3,682 +6%
AAM
815
Aureus Asset Management
Massachusetts
$4.19M +$845K +13,325 +25%
PAS
816
Park Avenue Securities
New York
$4.19M +$545K +8,593 +15%
CAG
817
Csenge Advisory Group
Florida
$4.15M +$311K +4,903 +8%
AO
818
Allen Operations
New York
$4.14M – – –
PFS
819
Physicians Financial Services
North Carolina
$4.14M +$34K +537 +0.8%
HCMT
820
Highland Capital Management (Tennessee)
Tennessee
$4.14M +$311K +4,900 +8%
JCM
821
Jacobi Capital Management
Pennsylvania
$4.13M -$109K -1,726 -3%
WAM
822
Weatherly Asset Management
California
$4.12M +$847K +13,358 +26%
WCM
823
Weik Capital Management
Pennsylvania
$4.12M – – –
S
824
Seeyond
France
$4.11M -$1.71M -27,016 -29%
BOCM
825
Bontempo Ohly Capital Management
Maryland
$4.1M -$42K -662 -1%
31 32
33
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