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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
451
Canandaigua National Bank & Trust
New York
$1.09M -$52.3K -387 -5%
MNBTD
452
Moody National Bank Trust Division
Texas
$1.09M -$406 -3 -0%
KLI
453
Kelman-Lazarov Inc
Tennessee
$1.08M -$91.3K -675 -8%
CL
454
Choreo LLC
Illinois
$1.08M -$272K -2,010 -20%
KFP
455
KMG Fiduciary Partners
Ohio
$1.07M – – –
O
456
Ossiam
France
$1.07M -$507K -3,749 -32%
WCM
457
Winthrop Capital Management
Indiana
$1.06M +$1.08M +7,968 New
PI
458
PFG Investments
New York
$1.06M +$812 +6 +0.1%
BFG
459
Bleakley Financial Group
New Jersey
$1.06M -$729K -5,393 -41%
PAS
460
Park Avenue Securities
New York
$1.06M -$16K -118 -1%
BJL
461
Brighton Jones LLC
Washington
$1.05M +$78.9K +583 +8%
LCM
462
LCM Capital Management
Illinois
$1.04M – – –
AWM
463
Apollon Wealth Management
South Carolina
$1.04M +$69.3K +512 +7%
P
464
Pitcairn
Pennsylvania
$1.03M -$16.4K -121 -2%
NSAM
465
North Star Asset Management
Wisconsin
$1.02M -$22.6K -167 -2%
ICP
466
Interchange Capital Partners
Pennsylvania
$1.01M -$30.8K -228 -3%
OC
467
Oppenheimer & Co
New York
$1.01M +$13.9K +103 +1%
II
468
Impact Investors
California
$1.01M +$1.01M +7,501 New
VHAM
469
Van Hulzen Asset Management
California
$1.01M – – –
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$1M -$48K -355 -5%
SWM
471
Shakespeare Wealth Management
Wisconsin
$998K – – –
RCAG
472
Rehmann Capital Advisory Group
Michigan
$992K +$27.5K +203 +3%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$989K – – –
FNBTCON
474
First National Bank & Trust Co of Newtown
Pennsylvania
$981K -$106K -783 -10%
PJSIMP
475
P.J. Schmidt Investment Management (PJS)
Wisconsin
$979K – – –
17 18
19
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