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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
526
Cohen Capital Management
California
$820K – – –
MYLI
527
Meiji Yasuda Life Insurance
Japan
$820K +$63.6K +890 +9%
CI
528
Cigna Investments
Connecticut
$818K -$92.6K -1,295 -11%
EAM
529
Erste Asset Management
Austria
$818K – – –
MFW
530
Mosaic Family Wealth
Missouri
$816K +$51.5K +721 +7%
PL
531
Plancorp LLC
Missouri
$815K +$1.22K +17 +0.2%
MYAM
532
Meiji Yasuda Asset Management
Japan
$809K -$429K -6,000 -36%
WG
533
Welch Group
Alabama
$796K – – –
SFP
534
Shepherd Financial Partners
Massachusetts
$790K +$357 +5 +0%
APWM
535
Atlas Private Wealth Management
New York
$786K +$743K +10,386 New
CAN
536
Cetera Advisor Networks
California
$784K +$103K +1,436 +16%
P
537
Pitcairn
Pennsylvania
$784K +$254K +3,556 +52%
TC
538
Truvestments Capital
Florida
$783K +$33.8K +473 +5%
LOAMS
539
Lombard Odier Asset Management (Switzerland)
Switzerland
$780K +$343K +4,801 +87%
WKWM
540
Walter & Keenan Wealth Management
Indiana
$774K -$321K -4,493 -31%
WAM
541
Wealthspire Advisors (Maryland)
Maryland
$774K +$47K +657 +7%
AWM
542
Adams Wealth Management
Utah
$774K +$731K +10,226 New
LIA
543
LS Investment Advisors
Michigan
$772K +$17.9K +251 +3%
CTA
544
Chesley Taft & Associates
Illinois
$760K +$8.94K +125 +1%
AIA
545
Arbor Investment Advisors
North Carolina
$757K – – –
CM
546
Capital Management
Virginia
$757K – – –
YMRC
547
Yorktown Management & Research Company
Virginia
$757K – – –
AFG
548
American Financial Group
Ohio
$756K – – –
CCP
549
Corient Capital Partners
California
$753K +$47.9K +670 +7%
FCI
550
Financial Counselors Inc
Kansas
$752K -$16.5K -231 -2%
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