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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
1026
New England Private Wealth Advisors
Massachusetts
$1.13M +$80.1K +1,628 +8%
TNB
1027
Thomasville National Bank
Georgia
$1.13M +$22.6K +460 +2%
OFS
1028
Orrstown Financial Services
Pennsylvania
$1.13M -$4.77K -97 -0.4%
GIS
1029
Guardian Investor Services
New York
$1.13M – – –
RCM
1030
RNC Capital Management
California
$1.12M +$8.02K +163 +0.7%
EWM
1031
Edge Wealth Management
New York
$1.12M +$41.7K +847 +4%
VNIM
1032
Vaughan Nelson Investment Management
Texas
$1.11M – – –
VWM
1033
Valley Wealth Managers
New Jersey
$1.11M +$80.9K +1,646 +8%
MIC
1034
MU Investments Company
Japan
$1.11M +$52.1K +1,060 +5%
BOC
1035
Barbara Oil Co
Illinois
$1.11M +$1.11M +22,500 New
CTI
1036
Community Trust & Investment
Kentucky
$1.09M -$118K -2,398 -10%
AB
1037
AT Bancorp
Iowa
$1.09M -$18.2K -371 -2%
SIC
1038
Salem Investment Counselors
North Carolina
$1.09M +$3.93K +80 +0.4%
CCS
1039
Crosspoint Capital Strategies
California
$1.09M +$1.12M +22,848 New
PI
1040
Pettee Investors
Connecticut
$1.08M +$1.08M +22,022 New
PCA
1041
Peddock Capital Advisors
Massachusetts
$1.08M +$1.08M +22,006 New
DY
1042
Dowling & Yahnke
California
$1.07M +$298K +6,070 +38%
BTNA
1043
Bremer Trust National Association
Minnesota
$1.07M -$31.6K -643 -3%
IFB
1044
iAB Financial Bank
Indiana
$1.06M +$49.2K +1,000 +5%
IIM
1045
Ipswich Investment Management
Massachusetts
$1.05M – – –
ARMT
1046
Amica Retiree Medical Trust
Rhode Island
$1.05M +$1.05M +21,332 New
WPP
1047
Whalerock Point Partners
Rhode Island
$1.04M +$1.05M +21,274 New
VAM
1048
Visionary Asset Management
Texas
$1.04M +$322K +6,555 +45%
FMWA
1049
Forvis Mazars Wealth Advisors
Missouri
$1.03M -$8.7K -177 -0.8%
BHIA
1050
Birch Hill Investment Advisors
Massachusetts
$1.03M +$143K +2,912 +16%
40 41
42
43 44