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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1001
Zullo Investment Group
Pennsylvania
$2.07M -$13.1K -48 -0.5%
HIM
1002
Hotaling Investment Management
Pennsylvania
$2.04M -$57.3K -210 -2%
MFC
1003
Morris Financial Concepts
South Carolina
$2.04M +$144K +528 +6%
MG
1004
Mather Group
Illinois
$2.03M +$1.05M +3,864 +74%
IIM
1005
Intact Investment Management
Quebec, Canada
$2.02M -$164K -600 -6%
NW
1006
NewEdge Wealth
Pennsylvania
$2.01M -$110K -402 -4%
WIS
1007
Wright Investors Service
Connecticut
$2M -$173K -633 -7%
RE
1008
RBC Europe
United Kingdom
$2M -$87.6K -321 -3%
RWA
1009
Ropes Wealth Advisors
Massachusetts
$1.99M -$292K -1,071 -11%
SSB
1010
Sandy Spring Bank
Maryland
$1.97M +$116K +426 +5%
PP
1011
Paloma Partners
Connecticut
$1.97M +$1.84M +6,753 +336%
SFP
1012
Shepherd Financial Partners
Massachusetts
$1.96M -$24.6K -90 -1%
GAMH
1013
Greenwoods Asset Management (HK)
Hong Kong
$1.96M -$10.2M -37,485 -81%
PGWM
1014
Parisi Gray Wealth Management
New Jersey
$1.95M +$54.9K +201 +2%
DU
1015
Delphia (USA)
Ontario, Canada
$1.95M +$657K +2,406 +38%
CL
1016
CSS LLC
Illinois
$1.95M +$2.17M +7,947 +1,060%
LWM
1017
Lyell Wealth Management
California
$1.95M -$9.83K -36 -0.4%
HBT
1018
Heartland Bank & Trust
Illinois
$1.94M +$51.6K +189 +2%
LC
1019
Lindbrook Capital
California
$1.94M +$404K +1,479 +21%
GFA
1020
Gifford Fong Associates
California
$1.93M – – –
CCFM
1021
Clear Creek Financial Management
Washington
$1.91M +$348K +1,275 +18%
WF
1022
Welch & Forbes
Massachusetts
$1.91M +$1.18M +4,311 +103%
FW
1023
FirstPurpose Wealth
Utah
$1.91M -$8.19K -30 -0.4%
IA
1024
IFG Advisory
Georgia
$1.91M -$627K -2,298 -21%
MIM
1025
Marco Investment Management
Georgia
$1.91M +$528K +1,935 +30%
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