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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1551
Mattern Wealth Management
Kansas
$19.8M -$136K -750 -0.6%
ERWM
1552
Elk River Wealth Management
Colorado
$19.8M -$2.68M -14,746 -11%
ALC
1553
Alexander Labrunerie & Co
Missouri
$19.8M +$21M +115,259 New
GC
1554
Garde Capital
Washington
$19.7M -$1M -5,523 -5%
RWM
1555
RKL Wealth Management
Pennsylvania
$19.7M +$434K +2,389 +2%
PSP
1556
Principal Street Partners
Tennessee
$19.7M +$149K +821 +0.8%
CA
1557
Claro Advisors
Massachusetts
$19.7M -$136K -749 -0.6%
VV
1558
Verity & Verity
South Carolina
$19.7M -$4.8M -26,383 -19%
B
1559
Bellecapital
Switzerland
$19.7M -$397K -2,185 -2%
PT
1560
Plimoth Trust
Massachusetts
$19.7M +$61.6K +339 +0.3%
DFO
1561
Duquesne Family Office
New York
$19.7M +$20.9M +114,700 New
BIC
1562
Beach Investment Counsel
Pennsylvania
$19.7M – – –
SAM
1563
Synergy Asset Management
Washington
$19.6M +$5.65M +31,079 +37%
PWMG
1564
Prestige Wealth Management Group
New Jersey
$19.6M -$545K -2,995 -3%
BFW
1565
Brady Family Wealth
Missouri
$19.6M -$760K -4,177 -4%
CCM
1566
Copeland Capital Management
Pennsylvania
$19.6M -$3.28M -18,053 -14%
TS
1567
Tamar Securities
California
$19.5M +$8.73K +48 +0%
SIM
1568
Stratos Investment Management
Ohio
$19.5M -$1.83M -10,073 -8%
BA
1569
Ballast Advisors
Minnesota
$19.5M -$538K -2,961 -3%
NHC
1570
Nicholas Hoffman & Company
Georgia
$19.5M -$647K -3,559 -3%
IG
1571
Ithaka Group
Virginia
$19.5M -$1.45M -7,984 -7%
HFS
1572
Haverford Financial Services
Pennsylvania
$19.4M -$73.1K -402 -0.4%
GC
1573
GFG Capital
Florida
$19.4M +$1.94M +10,696 +10%
OA
1574
Oak Associates
Ohio
$19.4M – – –
PCA
1575
Peddock Capital Advisors
Massachusetts
$19.3M -$76.4K -420 -0.4%
61 62
63
64 65