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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1101
TCV Trust & Wealth Management
Virginia
$1.86M -$184K -5,209 -10%
LTAS
1102
Linden Thomas Advisory Services
North Carolina
$1.86M +$123K +3,487 +8%
EB
1103
Eastern Bank
Massachusetts
$1.86M -$144K -4,082 -8%
MGWM
1104
Marks Group Wealth Management
Minnesota
$1.85M -$217K -6,134 -11%
PCS
1105
Personal CFO Solutions
New Jersey
$1.84M -$416K -11,768 -19%
BP
1106
Ballentine Partners
Massachusetts
$1.84M +$1.01M +28,473 +140%
CT
1107
Columbia Trust
Oregon
$1.84M +$200K +5,664 +13%
GIA
1108
Guyasuta Investment Advisors
Pennsylvania
$1.83M -$186K -5,263 -10%
WPC
1109
White Pine Capital
Minnesota
$1.83M -$47.2K -1,334 -3%
AIP
1110
Ameritas Investment Partners
Nebraska
$1.82M -$53.1K -1,500 -3%
VNIM
1111
Vaughan Nelson Investment Management
Texas
$1.82M – – –
CANC
1112
Culbertson A N & Co
Virginia
$1.82M -$12.7K -358 -0.7%
TAM
1113
Trust Asset Management
Texas
$1.82M – – –
MSS
1114
Mitchell Sinkler & Starr
Pennsylvania
$1.81M +$625K +17,662 +58%
MWM
1115
Moran Wealth Management
Florida
$1.81M +$925K +26,133 +120%
OIM
1116
Orca Investment Management
Oregon
$1.81M -$495 -14 -0%
AT
1117
Arden Trust
Delaware
$1.8M +$121K +3,432 +8%
WKWM
1118
Walter & Keenan Wealth Management
Indiana
$1.8M -$168K -4,756 -9%
WPP
1119
Whalerock Point Partners
Rhode Island
$1.79M -$97.1K -2,744 -5%
HI
1120
Humankind Investments
New York
$1.79M -$172K -4,871 -9%
SC
1121
Slow Capital
California
$1.79M -$121K -3,414 -7%
CII
1122
Capital International Inc
California
$1.78M +$1.67M +47,336 New
SNBOSCI
1123
Security National Bank of Sioux City Iowa
Iowa
$1.78M -$18K -508 -1%
TIA
1124
Traphagen Investment Advisors
New Jersey
$1.78M +$13.8K +389 +0.8%
RFG
1125
Range Financial Group
Oregon
$1.78M +$41.8K +1,180 +3%
43 44
45
46 47