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Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1251
Cerity Partners OCIO
New York
$1.34M +$95.7K +587 +7%
FFC
1252
First Financial Corp
Indiana
$1.34M +$6.36K +39 +0.4%
VCM
1253
Virtue Capital Management
Tennessee
$1.34M -$117K -716 -7%
CFA
1254
Carroll Financial Associates
North Carolina
$1.33M +$12.6K +77 +0.8%
MWM
1255
Mattern Wealth Management
Kansas
$1.33M -$18.6K -114 -1%
LI
1256
Lafayette Investments
Maryland
$1.33M +$92.6K +568 +7%
QI
1257
Qtron Investments
Massachusetts
$1.32M +$603K +3,699 +68%
BHTS
1258
Bar Harbor Trust Services
Maine
$1.32M +$83K +509 +6%
PCS
1259
Personal CFO Solutions
New Jersey
$1.31M -$1.47K -9 -0.1%
AWA
1260
AmeriServ Wealth Advisors
Pennsylvania
$1.31M +$12.1K +74 +0.8%
NEI
1261
Northwest & Ethical Investments
Ontario, Canada
$1.3M -$85.1K -522 -6%
TWI
1262
Thomas White International
Illinois
$1.3M – – –
AWM
1263
Aevitas Wealth Management
Massachusetts
$1.29M +$815 +5 +0.1%
CT
1264
Caldwell Trust
Florida
$1.29M +$94.6K +580 +7%
CCM
1265
Conway Capital Management
California
$1.28M +$32.6K +200 +2%
ANB
1266
Amarillo National Bank
Texas
$1.28M – – –
UH
1267
Unigestion Holding
Switzerland
$1.27M -$200K -1,224 -12%
IC
1268
Intersect Capital
California
$1.27M -$185K -1,136 -12%
SWA
1269
Stratos Wealth Advisors
Ohio
$1.27M +$457K +2,804 +47%
WBC
1270
West Branch Capital
Massachusetts
$1.26M +$30.3K +186 +2%
SSW
1271
Smith Shellnut Wilson
Mississippi
$1.26M +$14.8K +91 +1%
FFM
1272
Fullerton Fund Management
Singapore
$1.26M -$767K -4,707 -35%
PAM
1273
Private Asset Management
California
$1.25M – – –
MP
1274
McDonald Partners
Ohio
$1.25M +$9.95K +61 +0.7%
HCM
1275
Howland Capital Management
Massachusetts
$1.25M – – –
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