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Name Holding Trade Value Shares
Change 		Change in
Stake
KM
1251
Kalos Management
Georgia
$811K +$301K +2,427 +62%
CPO
1252
Cerity Partners OCIO
New York
$799K +$21.7K +175 +3%
WSFS
1253
Wilmington Savings Fund Society
Delaware
$798K -$41.7K -336 -5%
CG
1254
Colony Group
Massachusetts
$795K +$74.5K +600 +11%
FMWA
1255
Forvis Mazars Wealth Advisors
Missouri
$795K +$324K +2,607 +73%
AIM
1256
Anchor Investment Management
South Carolina
$785K +$172K +1,385 +29%
LW
1257
Linscomb Wealth
Texas
$783K +$10.7K +86 +1%
GT
1258
Greenleaf Trust
Michigan
$782K +$757K +6,097 New
NA
1259
NewEdge Advisors
Louisiana
$781K +$756K +6,088 New
PJSIMP
1260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$779K -$18.6K -150 -2%
BEAM
1261
Baker Ellis Asset Management
Washington
$779K +$331K +2,666 +78%
CF
1262
CenterStar Fund
Illinois
$776K – – –
GCC
1263
Guardian Capital (Canada)
Ontario, Canada
$774K -$67.4K -543 -8%
CGT
1264
Capital Guardian Trust
California
$774K +$5.71K +46 +0.8%
TC
1265
Tairen Capital
Hong Kong
$770K +$497K +4,000 +200%
SGA
1266
Strategic Global Advisors
California
$767K – – –
ADL
1267
Asset Dedication LLC
California
$766K +$6.21K +50 +0.8%
SCI
1268
S&CO Inc
Massachusetts
$765K +$310K +2,495 +72%
ACM
1269
Ashford Capital Management
Delaware
$757K +$236K +1,900 +48%
WI
1270
WrapManager Inc
California
$756K +$152K +1,222 +26%
BCM
1271
Bayesian Capital Management
New York
$755K -$958K -7,717 -57%
OWD
1272
Osborn Williams & Donohoe
Ohio
$754K – – –
WP
1273
WMS Partners
Maryland
$752K +$55.4K +446 +8%
NEPWA
1274
New England Private Wealth Advisors
Massachusetts
$752K +$109K +882 +19%
I
1275
IberiaBank
Louisiana
$751K +$12.4K +100 +2%
49 50
51
52 53