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Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1151
Buffington Mohr McNeal
Idaho
$1.16M +$108K +1,520 +10%
WQ
1152
Wealth Quarterback
New Jersey
$1.16M +$479K +6,737 +67%
AWP
1153
Accretive Wealth Partners
New Jersey
$1.16M +$39.9K +561 +3%
FMAEN1
1154
Fund Management at Engine No 1
California
$1.15M +$79.1K +1,111 +7%
GFG
1155
Greystone Financial Group
Michigan
$1.15M -$88.2K -1,239 -7%
NBT
1156
Northwest Bank & Trust
Iowa
$1.14M +$1.18M +16,554 New
TWA
1157
TCI Wealth Advisors
Arizona
$1.14M -$13.2K -185 -1%
CT
1158
Coastline Trust
Rhode Island
$1.14M -$136K -1,909 -10%
FPB
1159
First PREMIER Bank
South Dakota
$1.14M -$165K -2,321 -12%
VFPI
1160
Vantage Financial Partners (Illinois)
Illinois
$1.14M -$21.3K -300 -2%
IWS
1161
Insight Wealth Strategies
California
$1.14M +$16.9K +237 +1%
CAM
1162
Cypress Asset Management
Texas
$1.14M -$207K -2,903 -15%
DBRC
1163
D.B. Root & Company
Pennsylvania
$1.13M +$90.2K +1,268 +8%
SAG
1164
SageView Advisory Group
California
$1.13M +$417K +5,855 +56%
RWA
1165
Ropes Wealth Advisors
Massachusetts
$1.13M +$282K +3,966 +32%
SC
1166
Sepio Capital
Utah
$1.13M -$26.2K -368 -2%
BO
1167
Bank OZK
Arkansas
$1.13M -$260K -3,660 -18%
CCM
1168
Coldstream Capital Management
Washington
$1.12M +$18.1K +254 +2%
NED
1169
Nancy E. Dempze
$1.11M -$72.6K -1,020 -6%
PRC
1170
Pearl River Capital
Michigan
$1.11M +$21.6K +303 +2%
PEA
1171
Park Edge Advisors
Ohio
$1.11M -$6.4K -90 -0.6%
CAI
1172
Capital Advisors Inc
Oklahoma
$1.1M -$5.76K -81 -0.5%
KS
1173
Karpas Strategies
Connecticut
$1.1M +$4.7K +66 +0.4%
MFG
1174
Magnus Financial Group
New York
$1.1M -$85.2K -1,197 -7%
FFG
1175
Fortem Financial Group
California
$1.09M -$235K -3,299 -17%
45 46
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