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ZBH

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$662K +$12.8K +108 +2%
BC
502
Bartlett & Co
Ohio
$661K +$12.8K +108 +2%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$658K +$357 +3 +0.1%
CB
504
CNB Bank
Pennsylvania
$656K -$26.9K -226 -4%
KS
505
Karpas Strategies
Connecticut
$652K – – –
DAS
506
Dynamic Advisor Solutions
Arizona
$650K -$12.6K -106 -2%
PA
507
Probity Advisors
Texas
$650K -$595 -5 -0.1%
HC
508
Hourglass Capital
Texas
$649K – – –
CFMC
509
Curbstone Financial Management Corp
New Hampshire
$649K +$18.3K +154 +3%
FWCM
510
Ferguson Wellman Capital Management
Oregon
$648K -$41K -345 -6%
MIA
511
MainStreet Investment Advisors
Illinois
$643K +$1.55K +13 +0.3%
MWAC
512
Mariner Wealth Advisors (Cincinnati)
Ohio
$642K -$357 -3 -0.1%
HW
513
Hancock Whitney
Mississippi
$640K +$596K +5,013 New
II
514
Inspire Investing
Idaho
$638K +$42.9K +361 +8%
HFS
515
Haverford Financial Services
Pennsylvania
$634K – – –
HTC
516
Haverford Trust Company
Pennsylvania
$631K – – –
DIM
517
DC Investments Management
Virginia
$630K -$15.7K -132 -3%
CCFCSB
518
Cape Cod Five Cents Savings Bank
Massachusetts
$622K -$8.56K -72 -1%
IIM
519
Intact Investment Management
Quebec, Canada
$618K -$12.2K -103 -2%
ISL
520
Ingalls & Snyder LLC
New York
$614K -$6.18K -52 -1%
RGC
521
Roberts, Glore & Co
Illinois
$614K +$10.9K +92 +2%
BWP
522
Baldwin Wealth Partners
Massachusetts
$611K -$9.15K -77 -2%
TWI
523
Thomas White International
Illinois
$605K -$575K -4,836 -51%
CTC
524
Central Trust Company
Missouri
$603K -$18.3K -154 -3%
BDWM
525
Brewin Dolphin Wealth Management
Ireland
$601K – – –
19 20
21
22 23