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Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
951
Greatmark Investment Partners
Georgia
$1.32M -$36.5K -300 -3%
FIA
952
Foundations Investment Advisors
Arizona
$1.32M +$102K +837 +8%
FNBT
953
FineMark National Bank & Trust
Florida
$1.31M +$29.4K +242 +2%
PG
954
Patten Group
Tennessee
$1.3M +$3.4K +28 +0.3%
CG
955
CFO4Life Group
Texas
$1.3M -$104K -858 -7%
C
956
CFO4Life
Texas
$1.3M +$1.34M +11,032 New
RCM
957
Radnor Capital Management
Pennsylvania
$1.3M – – –
MSAM
958
Moloney Securities Asset Management
Missouri
$1.3M -$972 -8 -0.1%
AC
959
Abbrea Capital
California
$1.29M -$2.07K -17 -0.2%
DBIA
960
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$3.77K +31 +0.3%
CC
961
Courier Capital
New York
$1.29M -$62.4K -513 -4%
CWP
962
Curated Wealth Partners
California
$1.29M -$276K -2,269 -17%
PWPS
963
Pinnacle Wealth Planning Services
Ohio
$1.29M -$56.3K -463 -4%
WIA
964
Westbourne Investment Advisors
Maryland
$1.29M -$83.3K -685 -6%
FT
965
Fiduciary Trust
Massachusetts
$1.29M +$39K +321 +3%
EGM
966
Engineers Gate Manager
New York
$1.28M +$1.32M +10,888 New
IP
967
Ignite Planners
California
$1.28M -$315K -2,591 -20%
PCM
968
Palisade Capital Management
New Jersey
$1.28M – – –
AFA
969
Abacus FCF Advisors
Florida
$1.27M -$29.5K -243 -2%
NERM
970
New England Research & Management
Illinois
$1.27M +$738K +6,075 +129%
PWM
971
Perigon Wealth Management
California
$1.27M +$148K +1,217 +13%
LW
972
Linscomb Wealth
Texas
$1.26M +$517K +4,250 +66%
RIM
973
Regent Investment Management
Kentucky
$1.26M -$24.3K -200 -2%
WPC
974
Wedmont Private Capital
Pennsylvania
$1.25M +$170K +1,398 +15%
AWM
975
Accurate Wealth Management
Florida
$1.25M +$555K +4,565 +76%
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