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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1126
Donaldson Capital Management
Indiana
$680K +$176K +1,968 +43%
QFA
1127
Quantum Financial Advisors
California
$672K -$4.29K -48 -0.7%
GFA
1128
Gallagher Fiduciary Advisors
Illinois
$672K -$2.95K -33 -0.5%
MSA
1129
Marino Stram & Associates
Massachusetts
$670K +$39.5K +442 +7%
GT
1130
Glenview Trust
Kentucky
$669K -$111K -1,240 -16%
BTW
1131
Boston Trust Walden
Massachusetts
$668K -$13.4K -150 -2%
FSA
1132
Fort Sheridan Advisors
Illinois
$668K -$4.64K -52 -0.8%
FISPB
1133
Fideuram - Intesa Sanpaolo Private Banking
$666K -$12.3M -137,872 -96%
WE
1134
Wealth Effects
Massachusetts
$664K +$50.1K +561 +10%
OFS
1135
OneAscent Financial Services
Alabama
$658K -$39.6K -444 -7%
NGA
1136
Naples Global Advisors
Florida
$651K -$1.78K -20 -0.3%
VWM
1137
Venturi Wealth Management
Texas
$650K +$40.3K +452 +8%
MEAC
1138
M.E. Allison & Co
Texas
$649K – – –
OC
1139
Oakworth Capital
Alabama
$646K – – –
FPAS
1140
Focus Partners Advisor Solutions
Missouri
$646K -$676K -7,578 -55%
AFP
1141
Ausdal Financial Partners
Iowa
$646K +$8.75K +98 +2%
RCA
1142
Resonant Capital Advisors
Wisconsin
$645K +$98.6K +1,105 +22%
ZIM
1143
Zacks Investment Management
Illinois
$639K +$147K +1,652 +36%
QCM
1144
Qsemble Capital Management
New York
$639K +$551K +6,177 New
MAA
1145
Matrix Asset Advisors
New York
$639K – – –
CST
1146
Charles Schwab Trust
Nevada
$639K +$3.57K +40 +0.7%
CG
1147
Curat Global
New Hampshire
$638K -$587K -6,571 -60%
BWG
1148
Beta Wealth Group
California
$634K +$26.5K +297 +5%
VSQM
1149
V-Square Quantitative Management
Illinois
$632K +$26.2K +294 +5%
LMFP
1150
Larry Mathis Financial Planning
Arizona
$625K +$540K +6,044 New
44 45
46
47 48