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Name Holding Trade Value Shares
Change 		Change in
Stake
LS
1201
Leelyn Smith
Illinois
$2.17M +$181K +643 +10%
VAS
1202
Vestmark Advisory Solutions
Massachusetts
$2.16M +$188K +667 +10%
HAI
1203
Hennessy Advisors Inc
California
$2.16M +$4.23K +15 +0.2%
EI
1204
Ethic Inc
New York
$2.16M +$242K +859 +13%
DC
1205
DeDora Capital
California
$2.15M +$718K +2,548 +54%
BFA
1206
Beaumont Financial Advisors
Massachusetts
$2.15M -$9.87K -35 -0.5%
OIS
1207
Okabena Investment Services
Minnesota
$2.15M +$373K +1,324 +22%
CA
1208
Cullinan Associates
Kentucky
$2.14M +$1.1M +3,915 +117%
WJWM
1209
Williams Jones Wealth Management
New York
$2.14M -$151K -537 -7%
SFA
1210
Sequoia Financial Advisors
Ohio
$2.13M +$60.6K +215 +3%
PC
1211
Provenire Capital
Minnesota
$2.12M -$3.67M -13,002 -64%
EFEM
1212
Eos Focused Equity Management
New York
$2.12M +$2.02M +7,172 New
SC
1213
Sepio Capital
Utah
$2.11M +$240K +851 +14%
WC
1214
Wexford Capital
Florida
$2.11M -$1.89M -6,692 -48%
AIM
1215
Anchor Investment Management
South Carolina
$2.11M -$144K -510 -7%
DWT
1216
Dorsey & Whitney Trust
South Dakota
$2.1M +$138K +488 +7%
SCA
1217
Snowden Capital Advisors
New York
$2.09M -$176K -625 -8%
DBRC
1218
D.B. Root & Company
Pennsylvania
$2.09M -$8.46K -30 -0.4%
KLI
1219
Kelman-Lazarov Inc
Tennessee
$2.08M -$411K -1,457 -17%
ANTB
1220
AMG National Trust Bank
Colorado
$2.08M +$1.98M +7,026 New
KWM
1221
Kingsview Wealth Management
Oregon
$2.07M -$10.7K -38 -0.5%
BWA
1222
BDO Wealth Advisors
Florida
$2.07M -$23.7K -84 -1%
PP
1223
Patten & Patten
Tennessee
$2.07M +$14.7K +52 +0.7%
HFM
1224
Harvest Fund Management
China
$2.06M +$165K +587 +9%
TFS
1225
Thoroughbred Financial Services
Tennessee
$2.05M -$155K -551 -7%
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