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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1626
TCI Wealth Advisors
Arizona
$307K +$18.7K +84 +6%
FAM
1627
Formidable Asset Management
Ohio
$307K +$51K +229 +19%
TIAM2
1628
Tru Independence Asset Management 2
Oregon
$306K +$51.4K +231 +19%
JFA
1629
JNBA Financial Advisors
Minnesota
$305K +$8.24K +37 +3%
BTW
1630
Boston Trust Walden
Massachusetts
$304K – – –
CA
1631
Capital Advantage
California
$303K – – –
NIMI
1632
Natixis Investment Managers International
France
$303K +$58.5K +263 +22%
OPOWM
1633
One Plus One Wealth Management
Florida
$303K +$318K +1,429 New
CT
1634
Coastline Trust
Rhode Island
$301K -$102K -460 -24%
OC
1635
Oakworth Capital
Alabama
$301K -$10K -45 -3%
1W
1636
1776 Wealth
Georgia
$301K -$7.79K -35 -2%
TWP
1637
Tower Wealth Partners
Pennsylvania
$301K – – –
WAG
1638
Winthrop Advisory Group
Massachusetts
$300K +$33.4K +150 +12%
NIM
1639
Northeast Investment Management
Massachusetts
$300K +$61.2K +275 +24%
LIM
1640
Leavell Investment Management
Alabama
$300K +$315K +1,417 New
RIM
1641
Rockbridge Investment Management
New York
$297K +$22K +99 +8%
AII
1642
AGF Investments Inc
Ontario, Canada
$296K -$549K -2,468 -64%
LWPC
1643
Legacy Wealth Partners (California)
California
$292K – – –
NP
1644
NorthRock Partners
Minnesota
$291K -$45.6K -205 -13%
BFA
1645
Beacon Financial Advisory
Ohio
$291K +$5.57K +25 +2%
SFG
1646
Sovereign Financial Group
Connecticut
$289K +$48.1K +216 +19%
CQS
1647
Credential Qtrade Securities
$288K -$89.9K -404 -23%
SG
1648
Somerset Group
Minnesota
$288K – – –
MFP
1649
Meridian Financial Partners
Virginia
$288K +$57.2K +257 +26%
POIA
1650
Pin Oak Investment Advisors
Texas
$286K +$15.4K +69 +5%
64 65
66
67 68