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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Cabot Wealth Management
Massachusetts
$38.8M -$1M -4,253 -3%
PJSIMP
1302
P.J. Schmidt Investment Management (PJS)
Wisconsin
$38.8M -$877K -3,720 -2%
FNFDCM
1303
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$38.8M -$1.73M -7,337 -5%
WBC
1304
West Branch Capital
Massachusetts
$38.7M +$470K +1,995 +1%
WAG
1305
Winthrop Advisory Group
Massachusetts
$38.7M -$731K -3,101 -2%
FFO
1306
Fortitude Family Office
Arizona
$38.7M +$1.28M +5,441 +4%
IA
1307
IFG Advisory
Georgia
$38.6M +$1.69M +7,187 +5%
P
1308
Pitcairn
Pennsylvania
$38.6M -$321K -1,362 -0.9%
LW
1309
Linscomb Wealth
Texas
$38.5M -$534K -2,265 -1%
GIM
1310
Goelzer Investment Management
Indiana
$38.4M +$319K +1,354 +0.9%
PPW
1311
Parcion Private Wealth
Washington
$38.4M -$6.99M -29,660 -16%
SFP
1312
Sandbox Financial Partners
Maryland
$38.3M -$920K -3,905 -2%
JC
1313
JB Capital
Connecticut
$38.2M +$166K +703 +0.5%
ACA
1314
Affinity Capital Advisors
California
$38.2M -$963K -4,087 -3%
CP
1315
Cumberland Partners
Ontario, Canada
$38.1M -$69.3K -294 -0.2%
CCM
1316
Condor Capital Management
New Jersey
$38.1M -$378K -1,605 -1%
TB
1317
Terril Brothers
Missouri
$38.1M +$19.3K +82 +0.1%
AWP
1318
Ascent Wealth Partners
New York
$38M +$2.19M +9,293 +7%
AFP
1319
Ausdal Financial Partners
Iowa
$37.9M +$15.2M +64,365 +74%
TW
1320
TrinityPoint Wealth
Connecticut
$37.8M -$839K -3,559 -2%
AC
1321
Addenda Capital
Quebec, Canada
$37.7M +$1.53M +6,485 +5%
GFP
1322
Gryphon Financial Partners
Ohio
$37.7M -$1.26M -5,359 -3%
ABTD
1323
Arvest Bank Trust Division
Oklahoma
$37.7M -$333K -1,414 -0.9%
KIA
1324
Knollwood Investment Advisory
Maryland
$37.5M – – –
EFA
1325
Evernest Financial Advisors
Indiana
$37.5M -$364K -1,543 -1%
51 52
53
54 55