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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
776
Mather Group
Illinois
$1.67M +$69K +189 +5%
DC
777
DeDora Capital
California
$1.66M +$38.7K +106 +2%
DPIM
778
Duff & Phelps Investment Management
Illinois
$1.66M – – –
SWS
779
SYSTM Wealth Solutions
Illinois
$1.65M +$419K +1,147 +36%
UCFA
780
United Capital Financial Advisors
Texas
$1.65M -$250K -684 -14%
CNBT
781
Canandaigua National Bank & Trust
New York
$1.65M +$730 +2 +0%
PA
782
Procyon Advisors
Connecticut
$1.63M +$1.18M +3,222 +302%
PAM
783
Paradigm Asset Management
New York
$1.63M -$76.3K -209 -5%
SN
784
Sittner & Nelson
Oregon
$1.61M +$365 +1 +0%
SC
785
Savant Capital
Illinois
$1.61M +$764K +2,091 +98%
FMB
786
Field & Main Bank
Kentucky
$1.6M -$12.8K -35 -0.8%
EI
787
Ethic Inc
New York
$1.6M +$450K +1,233 +42%
PA
788
Pinnacle Associates
New York
$1.6M +$5.84K +16 +0.4%
GVAG
789
Great Valley Advisor Group
Delaware
$1.59M -$18.6K -51 -1%
DWT
790
Dorsey & Whitney Trust
South Dakota
$1.59M +$125K +341 +9%
STA
791
Summit Trail Advisors
New York
$1.58M +$620K +1,699 +70%
MCM
792
MAI Capital Management
Ohio
$1.57M +$112K +307 +8%
BHWM
793
Bar Harbor Wealth Management
New Hampshire
$1.56M +$1.49M +4,093 New
APP
794
Avantax Planning Partners
Iowa
$1.55M -$48.2K -132 -3%
WCM
795
Whitener Capital Management
North Carolina
$1.55M – – –
IWS
796
Insight Wealth Strategies
California
$1.54M -$20.8K -57 -1%
PA
797
PFW Advisors
Georgia
$1.54M +$1.47M +4,033 New
MWAM
798
Manhattan West Asset Management
California
$1.54M +$267K +732 +22%
WGAM
799
Wilkinson Global Asset Management
New York
$1.53M +$915K +2,505 +167%
CGL
800
Clarius Group LLC
Washington
$1.53M +$4.38K +12 +0.3%
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