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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
851
Slow Capital
California
$3.84M -$412K -2,525 -9%
CB
852
Community Bank
New York
$3.84M -$110K -675 -2%
ADL
853
Asset Dedication LLC
California
$3.82M -$83.6K -513 -2%
BTWM
854
Baker Tilly Wealth Management
Wisconsin
$3.82M +$772K +4,732 +22%
S
855
SimplyRich
California
$3.81M +$3.59K +22 +0.1%
SLI
856
Sumitomo Life Insurance
Japan
$3.78M -$165K -1,010 -4%
IA
857
IFP Advisors
Florida
$3.76M +$236K +1,449 +6%
LOAMS
858
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.75M +$1.39M +8,539 +44%
CAM
859
Cypress Asset Management
Texas
$3.75M -$48.9K -300 -1%
TP
860
Tranquility Partners
Tennessee
$3.73M +$356K +2,186 +9%
AWP
861
Ascent Wealth Partners
New York
$3.73M -$15.3K -94 -0.4%
GW
862
GW & Wade
Massachusetts
$3.72M +$57.4K +352 +1%
NC
863
NovaPoint Capital
Georgia
$3.71M -$54K -331 -1%
MCM
864
MV Capital Management
Maryland
$3.7M +$168K +1,031 +4%
KJHP
865
K.J. Harrison & Partners
Ontario, Canada
$3.66M -$163K -1,000 -4%
BU
866
BBVA USA
Alabama
$3.65M -$331K -2,033 -7%
DWM
867
Dakota Wealth Management
Florida
$3.65M -$12.1K -74 -0.3%
PIM
868
Perpetual Investment Management
Australia
$3.65M -$620K -3,800 -13%
OHIS
869
Oak Harvest Investment Services
Texas
$3.65M +$521K +3,196 +15%
OPS
870
Orion Portfolio Solutions
Nebraska
$3.64M +$543K +3,332 +15%
FMTC
871
Farmers & Merchants Trust Company
California
$3.63M +$96.9K +594 +2%
PAS
872
Park Avenue Securities
New York
$3.63M +$271K +1,660 +7%
KFBMI
873
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.63M – – –
NB
874
NBT Bank
New York
$3.61M -$262K -1,604 -6%
MIC
875
MU Investments Company
Japan
$3.6M – – –
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