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Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
1001
Wright Investors Service
Connecticut
$3.39M +$2.36M +46,655 +231%
CWS
1002
Confluence Wealth Services
Pennsylvania
$3.39M +$4.05K +80 +0.1%
FWCM
1003
Ferguson Wellman Capital Management
Oregon
$3.39M -$994K -19,657 -23%
PCOC
1004
Power Corp of Canada
Canada
$3.38M +$3.37M +66,633 New
IWM
1005
IHT Wealth Management
Illinois
$3.37M -$211K -4,166 -6%
WPP
1006
Whalerock Point Partners
Rhode Island
$3.36M +$128K +2,540 +4%
GWM
1007
GSB Wealth Management
Connecticut
$3.36M -$23K -454 -0.7%
FSA
1008
Fort Sheridan Advisors
Illinois
$3.35M +$344K +6,796 +11%
RWA
1009
Roberts Wealth Advisors
California
$3.35M +$15.4K +304 +0.5%
AA
1010
Argent Advisors
Louisiana
$3.34M +$365K +7,219 +12%
PFSC
1011
Peoples Financial Services Corp
Pennsylvania
$3.34M +$389K +7,688 +13%
RDWM
1012
Red Door Wealth Management
Tennessee
$3.33M +$209K +4,128 +7%
PAG
1013
Private Advisory Group
Washington
$3.33M -$2.46M -48,575 -43%
DMBA
1014
Deseret Mutual Benefit Administrators
Utah
$3.33M +$80.5K +1,591 +2%
RMC
1015
Resources Management Corp
Connecticut
$3.33M +$188K +3,721 +6%
SFM
1016
Signet Financial Management
New Jersey
$3.33M +$29.6K +585 +0.9%
AIA
1017
Affinity Investment Advisors
California
$3.32M +$388K +7,665 +13%
WI
1018
WBI Investments
New Jersey
$3.32M +$427K +8,442 +15%
AWC
1019
Abundance Wealth Counselors
Pennsylvania
$3.31M -$99.1K -1,960 -3%
RCM
1020
Raleigh Capital Management
North Carolina
$3.31M +$1.26M +24,870 +61%
LWANC
1021
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.31M +$49.6K +981 +2%
AF
1022
Arrow Financial
New York
$3.31M -$81K -1,601 -2%
EFS
1023
Econ Financial Services
Pennsylvania
$3.31M +$674K +13,325 +26%
MPM
1024
Meritage Portfolio Management
Kansas
$3.3M +$22.5K +445 +0.7%
NSEDCP
1025
NJ State Employees Deferred Compensation Plan
New Jersey
$3.3M – – –
39 40
41
42 43