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Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1476
Van Hulzen Asset Management
California
$566K -$45K -550 -7%
AFP
1477
Ausdal Financial Partners
Iowa
$566K -$24.5K -299 -4%
JFA
1478
JNBA Financial Advisors
Minnesota
$565K – – –
CCM
1479
Chickasaw Capital Management
Tennessee
$565K +$115K +1,400 +26%
PPP
1480
Private Portfolio Partners
New Jersey
$564K +$29K +354 +6%
IWP
1481
Icon Wealth Partners
Texas
$563K -$45.7K -558 -8%
B
1482
Barings
North Carolina
$563K -$3.6K -44 -0.6%
ICP
1483
Interchange Capital Partners
Pennsylvania
$559K -$287K -3,502 -34%
RFO
1484
RiverGlades Family Offices
Florida
$555K – – –
SFP
1485
Shepherd Financial Partners
Massachusetts
$552K +$1.88K +23 +0.3%
CAMG
1486
CWA Asset Management Group
Florida
$551K -$100K -1,224 -15%
AWM
1487
Aries Wealth Management
Maine
$550K -$23.7K -290 -4%
SCI
1488
S&CO Inc
Massachusetts
$549K – – –
DFG
1489
Demars Financial Group
Washington
$549K +$1.64K +20 +0.3%
CRWM
1490
Castle Rock Wealth Management
California
$548K -$490K -5,984 -48%
CNBTD
1491
Citizens National Bank Trust Department
Mississippi
$546K +$2.87K +35 +0.5%
BHBT
1492
Burke & Herbert Bank & Trust
Virginia
$544K – – –
QP
1493
Quilter Plc
United Kingdom
$543K +$7.62K +93 +1%
OTPPB
1494
Ontario Teachers' Pension Plan Board
Ontario, Canada
$540K -$94.1K -1,149 -15%
JWA
1495
JFS Wealth Advisors
Pennsylvania
$540K -$15.6K -191 -3%
CC
1496
Copperleaf Capital
North Carolina
$540K -$2.78K -34 -0.5%
FBC
1497
Fairfield, Bush & Co
Connecticut
$539K -$65.4K -799 -11%
BFM
1498
Boston Financial Management
Massachusetts
$539K -$20.5K -250 -4%
HAS
1499
HBW Advisory Services
California
$537K +$246 +3 +0%
WOSD
1500
WFA of San Diego
California
$536K +$16.9K +206 +3%
58 59
60
61 62