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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
476
Bradley Foster & Sargent
Connecticut
$503K -$27.1K -290 -4%
SA
477
Strategic Advisors
New York
$503K +$258K +2,767 +71%
PAS
478
Partnervest Advisory Services
California
$500K +$3.64K +39 +0.5%
FTC
479
Farmers Trust Company
Ohio
$498K -$2.89K -31 -0.4%
MHC
480
Meyer Handelman Company
New York
$497K – – –
TC
481
TwinBeech Capital
New York
$494K -$76.8K -823 -10%
SWM
482
Shakespeare Wealth Management
Wisconsin
$494K – – –
BWM
483
BerganKDV Wealth Management
Minnesota
$493K – – –
RBA
484
Richard Bernstein Advisors
New York
$493K – – –
IRF
485
IBM Retirement Fund
New York
$490K +$250K +2,681 +60%
BAS
486
Brown Advisory Securities
Maryland
$488K – – –
CA
487
Claro Advisors
Massachusetts
$488K +$3.92K +42 +0.6%
KWM
488
Kingsview Wealth Management
Oregon
$488K +$272K +2,913 +69%
EWA
489
EP Wealth Advisors
California
$487K +$267K +2,863 +68%
EH
490
Employers Holdings
Nevada
$486K -$1.36M -14,615 -67%
AIA
491
Avalon Investment & Advisory
Texas
$486K -$2.89K -31 -0.4%
GT
492
Greenleaf Trust
Michigan
$486K +$113K +1,210 +21%
ECM
493
Everence Capital Management
Indiana
$485K – – –
AWM
494
Altium Wealth Management
New York
$482K -$192K -2,055 -23%
KFP
495
KMG Fiduciary Partners
Ohio
$481K – – –
DLA
496
Douglas Lane & Associates
New York
$476K -$84K -900 -11%
CA
497
Clearstead Advisors
Ohio
$475K +$1.87K +20 +0.3%
BHBT
498
Burke & Herbert Bank & Trust
Virginia
$474K -$1.87K -20 -0.3%
HCM
499
Hall Capital Management
Rhode Island
$471K -$383K -4,101 -37%
CAM
500
Cresset Asset Management
Illinois
$471K -$26.2K -281 -4%
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