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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1076
Marshall & Sullivan
Washington
$4.66M -$3.65K -20 -0.1%
BAS
1077
Brown Advisory Securities
Maryland
$4.66M -$407K -2,228 -8%
UF
1078
Univest Financial
Pennsylvania
$4.65M -$80.4K -440 -2%
SCA
1079
Stonebridge Capital Advisors
Minnesota
$4.65M -$187K -1,025 -4%
FIM
1080
Fernwood Investment Management
Massachusetts
$4.63M -$181K -990 -4%
MC
1081
Moors & Cabot
Massachusetts
$4.61M +$140K +768 +3%
HWA
1082
HCR Wealth Advisors
California
$4.59M +$250K +1,371 +6%
UH
1083
Unigestion Holding
Switzerland
$4.58M +$4.34M +23,744 New
FI
1084
Fosun International
China
$4.56M +$29.4K +161 +0.7%
SFS
1085
Strategic Financial Services
New York
$4.54M -$226K -1,235 -5%
CPA
1086
Capital Planning Advisors
California
$4.53M -$1.65M -9,026 -28%
IB
1087
Intrust Bank
Kansas
$4.5M +$204K +1,119 +5%
TI
1088
Truepoint Inc
Ohio
$4.5M -$360K -1,970 -8%
BFM
1089
Boothbay Fund Management
New York
$4.49M +$2.77M +15,153 +187%
PCM
1090
Prelude Capital Management
New York
$4.44M +$2.46M +13,443 +141%
MMG
1091
Monetary Management Group
Missouri
$4.41M – – –
CAL
1092
Capital Analysts LLC
Pennsylvania
$4.39M -$13.5K -74 -0.3%
WIA
1093
Westbourne Investment Advisors
Maryland
$4.39M +$97.4K +533 +2%
NSIM
1094
North Star Investment Management
Illinois
$4.37M +$269K +1,475 +7%
CGI
1095
Comgest Global Investors
France
$4.34M -$1.02M -5,600 -20%
LB
1096
Landmark Bank
Missouri
$4.34M +$54.3K +297 +1%
HAG
1097
HighPoint Advisor Group
Illinois
$4.33M +$763K +4,175 +24%
OIA
1098
Optimum Investment Advisors
Illinois
$4.31M -$110K -600 -3%
WPW
1099
Waldron Private Wealth
Pennsylvania
$4.29M -$263K -1,439 -6%
WAM
1100
Wealthspire Advisors (Maryland)
Maryland
$4.28M +$296K +1,621 +8%
42 43
44
45 46