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Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
1176
First Merchants Corp
Indiana
$764K +$10.9K +248 +1%
FP
1177
FDO Partners
Massachusetts
$764K +$73.8K +1,685 +10%
TI
1178
Truepoint Inc
Ohio
$763K – – –
PCA
1179
Private Capital Advisors
Connecticut
$762K – – –
ROTUOC
1180
Regents of the University of California
California
$762K – – –
ED
1181
Exane Derivatives
France
$761K -$421K -9,597 -35%
RMCM
1182
Reynders McVeigh Capital Management
Massachusetts
$759K +$25.6K +585 +3%
LPT
1183
Legacy Private Trust
Wisconsin
$755K -$87.6K -2,000 -10%
HW
1184
Hancock Whitney
Mississippi
$751K +$3.81K +87 +0.5%
DWT
1185
Dorsey & Whitney Trust
South Dakota
$747K -$11K -251 -1%
CG
1186
Colony Group
Massachusetts
$746K +$70.5K +1,609 +10%
WP
1187
WealthSource Partners
California
$746K +$518K +11,810 +203%
LSA
1188
L & S Advisors
California
$741K -$293K -6,685 -28%
GVT
1189
Genesee Valley Trust
New York
$738K – – –
CAG
1190
Crestwood Advisors Group
Massachusetts
$734K -$20.4K -466 -3%
FBC
1191
Fairfield, Bush & Co
Connecticut
$730K -$3.07K -70 -0.4%
OCM
1192
Osterweis Capital Management
California
$730K -$2.94K -67 -0.4%
MWM
1193
Mission Wealth Management
California
$727K +$3.55K +81 +0.5%
RWA
1194
River Wealth Advisors
Pennsylvania
$723K -$12.1K -275 -2%
TCM
1195
Telos Capital Management
California
$721K -$1.88K -43 -0.3%
JWA
1196
JFS Wealth Advisors
Pennsylvania
$721K +$131 +3 +0%
FIM
1197
Freedom Investment Management
Connecticut
$719K +$112K +2,546 +18%
JA
1198
JLB & Associates
Michigan
$717K -$30.7K -700 -4%
CCMD
1199
Cypress Capital Management (Delaware)
Delaware
$714K – – –
ST
1200
Spinnaker Trust
Maine
$714K +$84.4K +1,925 +13%
46 47
48
49 50