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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
926
WrapManager Inc
California
$905K +$72.5K +1,029 +10%
EWM
927
Empirical Wealth Management
Washington
$896K -$188K -2,663 -19%
P
928
Pitcairn
Pennsylvania
$894K -$4.72K -67 -0.6%
KWM
929
Kingsview Wealth Management
Oregon
$892K +$56.5K +802 +8%
CSM
930
CAMG Solamere Management
North Carolina
$885K -$348K -4,944 -31%
NEI
931
Northwest & Ethical Investments
Ontario, Canada
$884K +$782K +11,100 New
HF
932
HRT Financial
New York
$882K +$781K +11,081 New
FNBOH
933
First National Bank of Hutchinson
Kansas
$877K -$21.5K -305 -3%
MCM
934
MV Capital Management
Maryland
$867K -$2.47K -35 -0.3%
FLPIM
935
F.L. Putnam Investment Management
Massachusetts
$865K -$38K -539 -5%
CB
936
CNB Bank
Pennsylvania
$858K +$33.6K +477 +5%
FHA
937
Flagship Harbor Advisors
Massachusetts
$848K +$17.8K +252 +2%
WA
938
Waverly Advisors
Alabama
$843K +$141 +2 +0%
CL
939
Choreo LLC
Illinois
$841K -$33.7K -479 -4%
TSWM
940
Triangle Securities Wealth Management
North Carolina
$837K -$24K -340 -3%
GC
941
Garde Capital
Washington
$834K – – –
PGWM
942
Parisi Gray Wealth Management
New Jersey
$827K +$653K +9,267 +597%
FMC
943
First Merchants Corp
Indiana
$826K +$18.2K +258 +3%
DSI
944
Daiwa SB Investments
Japan
$817K +$13.4K +190 +2%
CPIG
945
Chicago Partners Investment Group
Illinois
$808K +$73K +1,036 +11%
CIM
946
CIM Investment Management
Pennsylvania
$805K -$20.2K -287 -3%
PG
947
Pendal Group
Australia
$804K -$344K -4,881 -33%
LC
948
Lourd Capital
California
$804K +$711K +10,096 New
BDF
949
Balasa Dinverno & Foltz
$801K +$51.6K +732 +8%
BWM
950
BigSur Wealth Management
Florida
$799K -$160K -2,275 -19%
36 37
38
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