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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
451
Charter Oak Capital Management
New Hampshire
$1.07M +$1.12M +7,563 New
IAA
452
Independent Advisor Alliance
North Carolina
$1.06M -$21.3K -144 -2%
OTPPB
453
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.05M +$472K +3,189 +75%
VF
454
Vest Financial
Virginia
$1.05M +$466K +3,148 +74%
MC
455
Montag & Caldwell
Georgia
$1.04M – – –
KIA
456
KCM Investment Advisors
California
$1.03M -$597K -4,035 -36%
S
457
SignatureFD
Georgia
$1.03M +$57.4K +388 +6%
SIC
458
Schwartz Investment Counsel
Michigan
$1.03M -$1.59M -10,750 -60%
QI
459
Qtron Investments
Massachusetts
$1.01M – – –
CCM
460
Coldstream Capital Management
Washington
$1.01M +$119K +806 +13%
USAA
461
United Services Automobile Association
Texas
$993K +$1.03M +6,990 New
OIA
462
OneDigital Investment Advisors
Kansas
$987K -$99K -669 -9%
SIG
463
Stonegate Investment Group
Alabama
$971K +$387K +2,615 +61%
RMDI
464
R.M. Davis Inc
Maine
$970K -$7.4K -50 -0.7%
SFA
465
Sequoia Financial Advisors
Ohio
$969K -$69K -466 -6%
DWM
466
Defined Wealth Management
Oregon
$969K -$44.5K -301 -4%
TPW
467
Transatlantique Private Wealth
New York
$962K +$23.1K +156 +2%
BEI
468
Benjamin Edwards Inc
Missouri
$958K +$316K +2,133 +46%
ST
469
Smithfield Trust
Pennsylvania
$933K – – –
FIM
470
Freedom Investment Management
Connecticut
$929K -$22.5K -152 -2%
DPIM
471
Duff & Phelps Investment Management
Illinois
$925K +$343K +2,318 +55%
LCM
472
Logan Capital Management
Pennsylvania
$924K -$68.8K -465 -7%
FNBTCON
473
First National Bank & Trust Co of Newtown
Pennsylvania
$915K – – –
SAG
474
SageView Advisory Group
California
$908K +$4.88K +33 +0.5%
ECM
475
Evergreen Capital Management
Washington
$908K +$66.5K +449 +8%
17 18
19
20 21