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Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
701
Thomasville National Bank
Georgia
$537K – – –
SBWIC
702
Schaper Benz & Wise Investment Counsel
Wisconsin
$536K – – –
CYG
703
Clean Yield Group
Vermont
$531K -$27.4K -500 -5%
TPCW
704
TD Private Client Wealth
New York
$528K +$8.81K +161 +2%
FA
705
Fiduciary Alliance
South Carolina
$528K +$2.08K +38 +0.4%
EWA
706
EverSource Wealth Advisors
Alabama
$525K +$30.3K +554 +6%
SAM
707
Smartleaf Asset Management
Massachusetts
$524K +$1.81K +33 +0.3%
LBC
708
Lowe Brockenbrough & Co
Virginia
$524K – – –
MSA
709
MUFG Securities Americas
New York
$521K +$85.9K +1,569 +20%
MAS
710
Meeder Advisory Services
Ohio
$516K +$27.6K +504 +6%
TWC
711
TD Waterhouse Canada
Ontario, Canada
$514K -$28.6K -523 -5%
PCP
712
Proficio Capital Partners
Massachusetts
$512K +$1.64K +30 +0.3%
GC
713
Guggenheim Capital
Illinois
$511K -$129K -2,357 -20%
TTWM
714
TCV Trust & Wealth Management
Virginia
$510K -$5.47K -100 -1%
NG
715
Novem Group
New York
$510K +$39.5K +722 +8%
HTC
716
Haverford Trust Company
Pennsylvania
$506K -$41.1K -750 -8%
LFAS
717
Level Four Advisory Services
Texas
$501K -$17.7K -323 -3%
CT
718
Chicago Trust
Illinois
$499K -$45.4K -830 -8%
WCM
719
Windward Capital Management
California
$498K -$23.3K -426 -5%
TA
720
TKG Advisors
Indiana
$492K -$18.6K -339 -4%
AF
721
Advisornet Financial
Minnesota
$492K +$3.56K +65 +0.7%
CFO
722
Callan Family Office
Pennsylvania
$489K -$33.1K -604 -6%
WA
723
WBH Advisory
Maryland
$482K +$1.97K +36 +0.4%
JWA
724
JFS Wealth Advisors
Pennsylvania
$481K -$137K -2,496 -22%
PAS
725
Park Avenue Securities
New York
$479K +$57.3K +1,047 +14%
27 28
29
30 31