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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
876
Ethic Inc
New York
$4.74M +$398K +5,586 +9%
HFM
877
Harvest Fund Management
China
$4.74M -$488K -6,854 -9%
WIM
878
Waverton Investment Management
United Kingdom
$4.72M -$3.16M -44,314 -40%
EPIMS
879
Evelyn Partners Investment Management Services
$4.72M +$546K +7,661 +13%
PIWA
880
Prevail Innovative Wealth Advisors
Kansas
$4.68M +$4.72M +66,191 New
CAL
881
Capital Analysts LLC
Pennsylvania
$4.66M +$121K +1,705 +3%
PAI
882
Pittenger & Anderson Inc
Nebraska
$4.66M +$163K +2,294 +4%
JPMIA
883
J.P. Marvel Investment Advisors
Massachusetts
$4.65M – – –
SSWM
884
Smith Salley Wealth Management
North Carolina
$4.64M +$305K +4,285 +7%
RFG
885
RFP Financial Group
Georgia
$4.61M -$289K -4,051 -6%
CB
886
Cadence Bank
Mississippi
$4.59M -$236K -3,314 -5%
VV
887
Verity & Verity
South Carolina
$4.59M -$3.99K -56 -0.1%
GIC
888
Generali Investments CEE
Czech Republic
$4.57M +$144K +2,018 +3%
FPAS
889
Focus Partners Advisor Solutions
Missouri
$4.57M -$375K -5,266 -8%
PP
890
PDS Planning
Ohio
$4.57M +$339K +4,758 +8%
LI
891
Lafayette Investments
Maryland
$4.56M -$13K -183 -0.3%
GWMIA
892
Global Wealth Management Investment Advisory
Florida
$4.56M -$480K -6,732 -9%
CPCPP
893
Canada Post Corporation Pension Plan
Canada
$4.54M -$6.24M -87,529 -58%
CCM
894
Chilton Capital Management
Texas
$4.54M +$111K +1,561 +2%
BWL
895
Bogart Wealth LLC
Virginia
$4.52M -$44.2K -620 -1%
BFG
896
Beacon Financial Group
Texas
$4.51M -$277K -3,891 -6%
DIP
897
DT Investment Partners
Pennsylvania
$4.5M – – –
VP
898
Verum Partners
North Carolina
$4.49M +$65.5K +919 +1%
NIM
899
Nicollet Investment Management
Minnesota
$4.48M -$184K -2,584 -4%
JC
900
Jacobs & Co
California
$4.46M -$318K -4,458 -7%
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