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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1151
Groupama Asset Management
France
$734K -$2.08M -27,915 -73%
CCFM
1152
Clear Creek Financial Management
Washington
$732K +$33.9K +455 +5%
PFPT
1153
Pinnacle Financial Partners (Tennessee)
Tennessee
$730K -$17.9M -239,967 -96%
V
1154
VeraBank
Texas
$729K -$216K -2,892 -22%
PMA
1155
Prudent Man Advisors
Illinois
$729K -$227K -3,045 -43%
DWT
1156
Dorsey & Whitney Trust
South Dakota
$727K -$1.13M -15,145 -59%
EAM
1157
Empirical Asset Management
Massachusetts
$726K +$57K +765 +7%
SIC
1158
Salem Investment Counselors
North Carolina
$723K -$447 -6 -0.1%
EM
1159
Excalibur Management
Massachusetts
$720K -$14.6K -196 -2%
CPSC
1160
Carl P. Sherr & Co
Massachusetts
$715K -$101K -1,360 -12%
TAM
1161
Trillium Asset Management
Massachusetts
$713K -$74.9K -1,005 -9%
SHFA
1162
SS&H Financial Advisors
Michigan
$713K – – –
IWA
1163
Icon Wealth Advisors
Texas
$710K +$231K +3,101 +44%
MPPLM
1164
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$710K -$410K -5,508 -35%
BHWM
1165
Bar Harbor Wealth Management
New Hampshire
$708K -$53.1K -712 -7%
SC
1166
Shay Capital
New York
$708K +$756K +10,150 New
JWA
1167
JFS Wealth Advisors
Pennsylvania
$707K +$160K +2,150 +27%
FRA
1168
Frank Rimerman Advisors
California
$706K +$149K +2,000 +25%
WF
1169
Welch & Forbes
Massachusetts
$705K -$104K -1,398 -12%
SWP
1170
Sagespring Wealth Partners
Tennessee
$704K +$128K +1,715 +20%
IAIM
1171
International Assets Investment Management
Florida
$702K -$42.1K -565 -6%
SACTSONJ
1172
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$697K – – –
FFM
1173
Forum Financial Management
Illinois
$695K -$3.43K -46 -0.5%
RMP
1174
Richards, Merrill & Peterson
Washington
$695K -$13.5K -181 -2%
SAMC
1175
Spectrum Asset Management (California)
California
$693K +$741K +9,939 New
45 46
47
48 49