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Name Holding Trade Value Shares
Change 		Change in
Stake
UL
1051
Unionview LLC
Washington
$1.26M -$13.5K -157 -1%
MIP
1052
Marietta Investment Partners
Wisconsin
$1.26M – – –
MC
1053
Moors & Cabot
Massachusetts
$1.26M -$703K -8,194 -39%
CP
1054
Canopy Partners
Ohio
$1.26M +$135K +1,571 +14%
GWCM
1055
Godshalk Welsh Capital Management
Pennsylvania
$1.26M -$94.4K -1,100 -8%
MG
1056
Mather Group
Illinois
$1.26M -$715K -8,336 -39%
DWP
1057
Daymark Wealth Partners
Ohio
$1.25M -$121K -1,415 -10%
WA
1058
WBH Advisory
Maryland
$1.25M -$29.1K -339 -3%
GCS
1059
Gordian Capital (Singapore)
Singapore
$1.24M +$99.1K +1,155 +10%
EWA
1060
EverSource Wealth Advisors
Alabama
$1.24M +$9.27K +108 +0.9%
NP
1061
Nilsine Partners
Colorado
$1.24M -$61.2K -713 -5%
PTC
1062
Private Trust Company
Ohio
$1.23M +$99.4K +1,158 +10%
CWP
1063
CFM Wealth Partners
Texas
$1.22M -$744K -8,668 -41%
AG
1064
Ascent Group
Virginia
$1.22M +$72.7K +847 +7%
CFMC
1065
Curbstone Financial Management Corp
New Hampshire
$1.22M +$19.7K +230 +2%
AWM
1066
Aviso Wealth Management
Washington
$1.22M -$685K -7,987 -39%
NB
1067
NBT Bank
New York
$1.22M -$47.5K -554 -4%
APP
1068
Avantax Planning Partners
Iowa
$1.22M -$172K -1,999 -14%
AAM
1069
Auxier Asset Management
Oregon
$1.21M – – –
NL
1070
Navalign LLC
California
$1.21M -$11.6K -135 -1%
AIM
1071
Anchor Investment Management
South Carolina
$1.21M -$22.5K -262 -2%
YC
1072
Yarbrough Capital
Tennessee
$1.2M -$309K -3,597 -23%
MHIC
1073
Marble Harbor Investment Counsel
Massachusetts
$1.2M +$6.43K +75 +0.6%
JSSH
1074
J. Safra Sarasin Holding
$1.2M -$3.17M -36,946 -75%
GA
1075
GFS Advisors
Texas
$1.2M +$991K +11,555 +1,651%
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