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Name Holding Trade Value Shares
Change 		Change in
Stake
AR
1151
Advisory Research
Illinois
$264K +$242K +4,481 New
AT
1152
Arden Trust
Delaware
$263K +$241K +4,463 New
DWT
1153
Dorsey & Whitney Trust
South Dakota
$261K -$34.7K -643 -13%
FMWA
1154
Forvis Mazars Wealth Advisors
Missouri
$261K -$593 -11 -0.2%
BSA
1155
Braun Stacey Associates
New York
$260K – – –
WPP
1156
Whalerock Point Partners
Rhode Island
$260K – – –
RIA
1157
Regal Investment Advisors
Michigan
$259K -$37.8K -700 -14%
MA
1158
MCF Advisors
Kentucky
$259K -$14.8K -275 -6%
CYG
1159
Clean Yield Group
Vermont
$257K – – –
KWM
1160
Kingsview Wealth Management
Oregon
$255K +$25.9K +480 +13%
AIS
1161
American Investment Services
Massachusetts
$255K +$233K +4,314 New
DWM
1162
Doyle Wealth Management
Florida
$254K +$36.8K +682 +19%
ABC
1163
Associated Banc-Corp
Wisconsin
$251K +$8.09K +150 +4%
RWA
1164
River Wealth Advisors
Pennsylvania
$251K +$229K +4,252 New
HCA
1165
Heck Capital Advisors
Wisconsin
$249K -$17.4K -323 -7%
PVH
1166
Psagot Value Holdings
Israel
$248K -$10.5K -194 -4%
HTHT
1167
Hemenway Trust Hemenway Trust
New Hampshire
$248K +$227K +4,200 New
1IA
1168
1834 Investment Advisors
Wisconsin
$245K -$5.39K -100 -2%
AI
1169
Accredited Investors
Minnesota
$245K -$755 -14 -0.3%
SFSG
1170
Stearns Financial Services Group
North Carolina
$245K +$917 +17 +0.4%
SNT
1171
Security National Trust
West Virginia
$245K +$62.6K +1,160 +39%
GHAM
1172
Gilman Hill Asset Management
Connecticut
$242K – – –
WPW
1173
Waldron Private Wealth
Pennsylvania
$241K -$261K -4,836 -54%
AHB
1174
Abner Herrman & Brock
New Jersey
$241K -$863 -16 -0.4%
RTS
1175
Round Table Services
New Jersey
$241K +$24.8K +460 +13%
45 46
47
48 49