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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
826
Bartlett & Co Wealth Management
Ohio
$261K – – –
CCM
827
Chilton Capital Management
Texas
$260K – – –
AIP
828
Ameritas Investment Partners
Nebraska
$260K – – –
JAG
829
Journey Advisory Group
Kentucky
$259K -$34.6K -231 -12%
PA
830
Profund Advisors
Maryland
$259K +$245K +1,635 New
CG
831
Caprock Group
Idaho
$259K +$245K +1,634 New
CS
832
Comerica Securities
Michigan
$259K -$116K -772 -32%
AMG
833
Advisors Management Group
Wisconsin
$257K -$750 -5 -0.3%
BEAM
834
Baker Ellis Asset Management
Washington
$253K – – –
BFM
835
Boston Financial Management
Massachusetts
$253K – – –
PWLP
836
Prio Wealth Limited Partnership
Massachusetts
$253K – – –
MSS
837
Mitchell Sinkler & Starr
Pennsylvania
$252K -$15K -100 -6%
BDA
838
Borer Denton & Associates
Pennsylvania
$252K – – –
EP
839
Eudaimonia Partners
Tennessee
$251K -$25.2K -168 -10%
FHA
840
Flagship Harbor Advisors
Massachusetts
$251K -$4.2K -28 -2%
WPP
841
Whalerock Point Partners
Rhode Island
$250K – – –
SF
842
Summit Financial
New Jersey
$250K +$2.55K +17 +1%
MMM
843
Mendel Money Management
Illinois
$249K +$236K +1,571 New
SPC
844
Stewart & Patten Company
California
$248K – – –
SB
845
Simmons Bank
Arkansas
$248K +$2.55K +17 +1%
MAG
846
Mayfair Advisory Group
Alabama
$248K -$90.7K -605 -28%
FHA
847
First Horizon Advisors
Tennessee
$247K -$22.8K -152 -9%
KGC
848
Kennon-Green & Company
Ohio
$247K +$9.9K +66 +4%
VAM
849
Verity Asset Management
North Carolina
$247K +$16K +107 +7%
KMWM
850
Keudell/Morrison Wealth Management
Oregon
$246K -$117K -781 -33%
32 33
34
35 36