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Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
2551
Agate Pass Investment Management
Washington
$574K -$9.38K -63 -2%
RIG
2552
Renaissance Investment Group
Massachusetts
$571K +$14.6K +98 +3%
SL
2553
Summitry LLC
California
$570K +$110K +740 +24%
FEM
2554
Fulcrum Equity Management
Texas
$570K -$194K -1,305 -25%
SAM
2555
Summit Asset Management
Tennessee
$569K -$6.1K -41 -1%
PSF
2556
Pacific Sun Financial
California
$569K +$56.4K +379 +11%
MSF
2557
Mustard Seed Financial
Arkansas
$569K +$22.8K +153 +4%
MCA
2558
Maryland Capital Advisors
Maryland
$568K – – –
KC
2559
Kades & Cheifetz
Pennsylvania
$568K +$10.9K +73 +2%
BWA
2560
Bordeaux Wealth Advisors
California
$567K +$89.8K +603 +19%
CJ
2561
Caitlin John
Michigan
$567K +$14.7K +99 +3%
AGA
2562
Accuvest Global Advisors
Utah
$567K +$390K +2,622 New
NAMNJ
2563
NorthStar Asset Management (New Jersey)
New Jersey
$565K -$44.7K -300 -7%
UWPG
2564
Ullmann Wealth Partners Group
Florida
$565K +$343K +2,307 +151%
NCMW
2565
Northern Capital Management (Washington)
Washington
$563K -$4.76K -32 -0.8%
CL
2566
COWA LLC
Oklahoma
$561K +$298 +2 +0.1%
FHC
2567
First Heartland Consultants
Missouri
$559K -$93.5K -628 -14%
CMS
2568
Capital Market Strategies
Florida
$559K -$1.79K -12 -0.3%
VW
2569
Vance Wealth
California
$559K +$4.32K +29 +0.8%
AWM
2570
Ameliora Wealth Management
Switzerland
$556K -$64.5K -433 -10%
WS
2571
Wela Strategies
Georgia
$556K +$58.2K +391 +12%
RGC
2572
Roberts, Glore & Co
Illinois
$553K -$8.48K -57 -1%
KSB
2573
Kennebec Savings Bank
Maine
$551K +$557K +3,739 New
HP
2574
Hyperion Partners
Pennsylvania
$549K -$3.72K -25 -0.7%
TAM
2575
TCP Asset Management
Ohio
$549K – – –
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