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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1176
Cyndeo Wealth Partners
Florida
$40.7M +$10.3M +46,261 +36%
CCM
1177
Campbell Capital Management
Florida
$40.7M -$138K -617 -0.4%
IF
1178
Ironwood Financial
Arizona
$40.6M -$5.16M -23,115 -12%
CA
1179
Callahan Advisors
Texas
$40.6M -$124K -557 -0.3%
LMKC
1180
L.M. Kohn & Company
Ohio
$40.6M -$141K -633 -0.4%
AG
1181
AIA Group
Hong Kong
$40.5M +$557K +2,495 +1%
SRC
1182
Shufro Rose & Co
New York
$40.5M – – –
MIA
1183
MainStreet Investment Advisors
Illinois
$40.4M -$5.49M -24,572 -12%
GBT
1184
Grove Bank & Trust
Florida
$40.4M +$2.3M +10,280 +6%
APP
1185
Avantax Planning Partners
Iowa
$40.4M -$3.48M -15,597 -8%
MIM
1186
Manitou Investment Management
Ontario, Canada
$40.4M -$4.21M -18,849 -10%
JA
1187
JLB & Associates
Michigan
$40.2M -$893K -4,001 -2%
WC
1188
Woodstock Corp
Massachusetts
$40.2M -$1.68M -7,508 -4%
ZIG
1189
Zullo Investment Group
Pennsylvania
$40.2M +$236K +1,055 +0.6%
SAM
1190
Smithbridge Asset Management
Pennsylvania
$40.1M +$7.06M +31,608 +23%
VIP
1191
Vantage Investment Partners
Missouri
$40M -$10.5M -46,891 -21%
TWM
1192
TriaGen Wealth Management
California
$40M +$22.1M +98,984 +136%
BWA
1193
Bordeaux Wealth Advisors
California
$40M +$671K +3,006 +2%
PFBT
1194
Parkside Financial Bank & Trust
Missouri
$40M +$617K +2,762 +2%
BFG
1195
Berger Financial Group
Minnesota
$39.9M +$833K +3,731 +2%
DAM
1196
Draper Asset Management
New York
$39.8M -$474K -2,122 -1%
SAM
1197
Synergy Asset Management
Washington
$39.7M +$11.5M +51,648 +43%
CCWA
1198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.7M +$16.6M +74,306 +77%
MCM
1199
Mengis Capital Management
Oregon
$39.6M -$1.47M -6,602 -4%
MC
1200
Mirabaud & Cie
Switzerland
$39.5M +$19.9M +88,927 +110%
46 47
48
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