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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
801
Shorepoint Capital Partners
Massachusetts
$7.49M +$250K +689 +3%
PWS
802
Peloton Wealth Strategists
Indiana
$7.48M -$59.9K -165 -0.8%
SIM
803
Seaview Investment Managers
Florida
$7.48M +$193K +531 +3%
MWM
804
Madison Wealth Management
Ohio
$7.45M -$230K -633 -3%
AAS
805
Avantax Advisory Services
Texas
$7.43M +$133K +367 +2%
AA
806
ALPS Advisors
Colorado
$7.42M -$436K -1,200 -6%
GFA
807
Gifford Fong Associates
California
$7.42M -$4.94M -13,591 -40%
FCBT
808
First Citizens Bank & Trust
North Carolina
$7.41M +$1.47M +4,057 +25%
RCWM
809
Royal Capital Wealth Management
Indiana
$7.41M +$102K +280 +1%
WCM
810
Wisconsin Capital Management
Wisconsin
$7.39M -$292K -804 -4%
SW
811
SVB Wealth
Massachusetts
$7.36M -$906K -2,493 -11%
CRM
812
Cramer Rosenthal McGlynn
Connecticut
$7.34M -$6.34M -17,449 -46%
CHC
813
City Holding Co
West Virginia
$7.33M -$345K -949 -4%
HT
814
HighTower Trust
Texas
$7.32M -$726 -2 -0%
IA
815
Icon Advisers
Colorado
$7.3M -$3.41M -9,400 -32%
BC
816
Blackhill Capital
New Jersey
$7.27M – – –
SP
817
Saranac Partners
$7.27M +$4.24M +11,674 +140%
DT
818
Diversified Trust
Tennessee
$7.25M +$477K +1,314 +7%
AIMCA
819
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.23M +$7.23M +19,900 New
BHWM
820
Bar Harbor Wealth Management
New Hampshire
$7.21M -$128K -352 -2%
BS
821
Banco Santander
Spain
$7.18M -$459K -1,264 -6%
KPWS
822
Kestra Private Wealth Services
Texas
$7.17M +$254K +700 +4%
CNBT
823
Canandaigua National Bank & Trust
New York
$7.15M +$7.14M +19,663 New
CAC
824
Certified Advisory Corp
Florida
$7.1M +$78.5K +216 +1%
IMCOOI
825
Investment Management Corp of Ontario (IMCO)
Canada
$7.09M +$4.28M +11,782 +153%
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