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Name Holding Trade Value Shares
Change
Change in
Stake
MI
1351
Motiv8 Investments
Florida
$206K +$201K +688 New
CSIC
1352
Clifford Swan Investment Counsel
California
$205K +$200K +685 New
LA
1353
LVW Advisors
New York
$205K +$200K +684 New
JWA
1354
JFS Wealth Advisors
Pennsylvania
$205K +$584 +2 +0.3%
SPA
1355
Shore Point Advisors
New Jersey
$204K +$199K +682 New
PA
1356
Procyon Advisors
Connecticut
$204K +$199K +682 New
SYBT
1357
Stock Yards Bank & Trust
Kentucky
$204K +$199K +682 New
CCA
1358
Cobblestone Capital Advisors
New York
$203K -$11.1K -38 -5%
DMBA
1359
Deseret Mutual Benefit Administrators
Utah
$203K -$41.8K -143 -17%
KWM
1360
Kaydan Wealth Management
Michigan
$203K +$198K +678 New
MSFS
1361
Main Street Financial Solutions
Pennsylvania
$202K -$7.6K -26 -4%
AFG
1362
ABLE Financial Group
Arizona
$202K +$197K +675 New
WP
1363
WealthShield Partners
North Carolina
$201K +$196K +671 New
PIM
1364
Penobscot Investment Management
Massachusetts
$201K -$25.7K -88 -12%
Fayez Sarofim & Co
1365
Fayez Sarofim & Co
Texas
$201K +$175K +599 New
IA
1366
IFG Advisors
Missouri
$200K +$195K +668 New
OWM
1367
OneAscent Wealth Management
Alabama
$200K -$42.4K -145 -18%
FMP
1368
Financial Management Professionals
Texas
$200K -$21.9K -75 -10%
FNFDCM
1369
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$200K +$195K +668 New
MCM
1370
MV Capital Management
Maryland
$197K +$2.05K +7 +1%
LCM
1371
Logan Capital Management
Pennsylvania
$196K
WPA
1372
West Paces Advisors
Georgia
$196K +$1.17K +4 +0.6%
MWM
1373
Mascoma Wealth Management
New Hampshire
$194K
CTC
1374
Cetera Trust Company
Minnesota
$193K +$188K +643 New
GM
1375
GeoWealth Management
Illinois
$185K +$181K +619 New