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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$902K -$197K -3,730 -19%
AIP
502
Ameritas Investment Partners
Nebraska
$901K +$840K +15,950 New
YWP
503
YorkBridge Wealth Partners
New York
$892K +$832K +15,790 New
LS
504
Livforsakringsbolaget Skandia
Sweden
$886K -$184K -3,500 -18%
LWAC
505
Laurel Wealth Advisors (California)
California
$875K -$58K -1,100 -7%
LA
506
Legacy Advisors
Pennsylvania
$869K – – –
THWM
507
Taylor Hoffman Wealth Management
Virginia
$865K – – –
WCM
508
Weld Capital Management
New York
$863K +$482K +9,140 +149%
DCM
509
Dupont Capital Management
Delaware
$857K – – –
CT
510
Cambridge Trust
Massachusetts
$843K +$245K +4,655 +45%
HIA
511
Harbor Investment Advisory
Maryland
$842K +$786K +14,915 New
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$830K +$81.1K +1,540 +12%
IFWM
513
Institute for Wealth Management
Colorado
$825K -$3.95K -75 -0.5%
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$809K +$26.3K +500 +4%
MME
515
Meag Munich Ergo
Germany
$805K +$750K +14,230 New
AA
516
ALPS Advisors
Colorado
$800K +$38.7K +735 +5%
RBFC
517
Roman Butler Fullerton & Co
Missouri
$796K – – –
OSIA
518
O'Shares Investment Advisers
Massachusetts
$774K -$97.7K -1,855 -12%
V
519
Veritable
Delaware
$771K +$67.2K +1,275 +10%
MAM
520
Morse Asset Management
Connecticut
$757K +$706K +13,400 New
MERSOM
521
Municipal Employees' Retirement System of Michigan
Michigan
$751K +$701K +13,300 New
PG
522
Pendal Group
Australia
$743K – – –
MWM
523
Meridian Wealth Management
Kentucky
$736K -$51.1K -970 -7%
IIM
524
Intact Investment Management
Quebec, Canada
$734K +$448K +8,500 +189%
CCT
525
Chemung Canal Trust
New York
$729K +$333K +6,325 +96%
19 20
21
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