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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1776
Eads & Heald Wealth Management
Georgia
$911K +$62K +232 +7%
FFN
1777
Focus Financial Network
Minnesota
$911K +$88.5K +331 +11%
MMG
1778
Monetary Management Group
Missouri
$911K – – –
NF
1779
Nvest Financial
New Hampshire
$908K +$165K +618 +23%
TGAM
1780
TBH Global Asset Management
Tennessee
$906K +$2.14K +8 +0.2%
GDP
1781
Great Diamond Partners
Maine
$905K +$57.7K +216 +7%
WC
1782
Westerkirk Capital
$905K +$887K +3,318 New
AGP
1783
Aspire Growth Partners
Florida
$904K -$40.9K -153 -4%
FCBT
1784
First Citizens Bank & Trust
North Carolina
$904K -$320K -1,197 -27%
MMPW
1785
Mitchell McLeod Pugh & Williams
Alabama
$902K +$16K +60 +2%
LCGC
1786
Legacy Capital Group California
California
$900K +$228K +853 +35%
TA
1787
TFG Advisers
Michigan
$898K +$5.35K +20 +0.6%
RFP
1788
Root Financial Partners
California
$896K +$186K +697 +27%
PWPS
1789
Pinnacle Wealth Planning Services
Ohio
$893K +$210K +787 +32%
CF
1790
Cyr Financial
Illinois
$893K +$137K +511 +19%
EPIMS
1791
Evelyn Partners Investment Management Services
$892K -$150K -561 -15%
FFO
1792
Fiduciary Family Office
Florida
$892K -$540K -2,020 -38%
AWM
1793
Aprio Wealth Management
Georgia
$890K -$258K -964 -23%
RCA
1794
Roberts Capital Advisors
Colorado
$890K – – –
CNTOF
1795
Canandaigua National Trust of Florida
New York
$890K +$16.6K +62 +2%
IA
1796
Integrity Alliance
Iowa
$887K -$1.2M -4,485 -58%
TWM
1797
Trueblood Wealth Management
Ohio
$885K +$5.61K +21 +0.7%
TCWA
1798
Turtle Creek Wealth Advisors
Texas
$885K +$868K +3,245 New
MIC
1799
Meridian Investment Counsel
California
$881K – – –
DFC
1800
DB Fitzpatrick & Co
Idaho
$881K +$18.4K +69 +2%
70 71
72
73 74