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Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
626
Wilmington Savings Fund Society
Delaware
$734K +$678K +12,615 New
BMO
627
Beck Mack & Oliver
New York
$732K – – –
CA
628
Cannon Advisors
North Carolina
$722K +$678K +12,615 New
SF
629
Synovus Financial
Georgia
$711K +$7.53K +140 +1%
FCG
630
Fielder Capital Group
Tennessee
$711K -$61.8K -1,150 -9%
S
631
SignatureFD
Georgia
$711K -$8.87K -165 -1%
IFS
632
Ifrah Financial Services
Arkansas
$711K -$6.72K -125 -1%
NL
633
NVWM LLC
Pennsylvania
$703K +$23.7K +440 +4%
GC
634
Guggenheim Capital
Illinois
$703K -$118K -2,200 -15%
LRIC
635
Long Road Investment Counsel
Michigan
$698K – – –
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$694K – – –
GS
637
GTS Securities
Florida
$690K +$637K +11,855 New
AUB
638
Atlantic Union Bankshares
Virginia
$689K – – –
FPAS
639
Focus Partners Advisor Solutions
Missouri
$688K +$51.6K +960 +9%
DG
640
DMC Group
Alabama
$682K +$32K +595 +5%
SC
641
Saturna Capital
Washington
$678K -$734K -13,650 -54%
CCG
642
Ceeto Capital Group
Florida
$669K – – –
WPW
643
Waldron Private Wealth
Pennsylvania
$665K -$5.38K -100 -0.9%
CYG
644
Clean Yield Group
Vermont
$665K -$127K -2,360 -17%
RIL
645
Rothschild Investment LLC
Illinois
$659K -$3.23K -60 -0.5%
JWA
646
JFS Wealth Advisors
Pennsylvania
$653K +$585K +10,885 +3,249%
CTA
647
Colonial Trust Advisors
South Carolina
$649K +$421K +7,825 +235%
GI
648
GAMMA Investing
California
$648K +$34.9K +650 +6%
VA
649
Valmark Advisers
Ohio
$644K +$141K +2,625 +31%
MYIA
650
Mount Yale Investment Advisors
Colorado
$644K -$21.2K -395 -3%
24 25
26
27 28