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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
976
Heritage Trust
Oklahoma
$5.09M +$5.38M +35,144 New
CFC
977
Cincinnati Financial Corp
Ohio
$5.09M – – –
IWM
978
IHT Wealth Management
Illinois
$5.03M -$2.28M -14,916 -30%
MS
979
Madden Securities
Texas
$5.03M +$252K +1,644 +5%
ECML
980
Eagle Capital Management (Louisiana)
Louisiana
$5.01M +$37K +242 +0.7%
FCMT
981
Founders Capital Management (Texas)
Texas
$5M -$375K -2,450 -7%
RWM
982
RKL Wealth Management
Pennsylvania
$4.99M +$1.58M +10,293 +43%
OLA
983
Oliver Luxxe Assets
New Jersey
$4.99M – – –
FBT
984
First Bankers Trust
Kentucky
$4.99M -$292K -1,906 -5%
MPM
985
Meritage Portfolio Management
Kansas
$4.99M -$293K -1,912 -5%
JFL
986
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.98M -$301K -1,968 -5%
GIA
987
GHP Investment Advisors
Colorado
$4.98M +$285K +1,864 +6%
NCM
988
Narwhal Capital Management
Georgia
$4.98M -$96.9K -633 -2%
VI
989
Vestcor Inc
New Brunswick, Canada
$4.98M -$254K -1,659 -5%
SCP
990
Sandhill Capital Partners
New York
$4.98M +$30.5K +199 +0.6%
SIC
991
Salem Investment Counselors
North Carolina
$4.97M -$150K -978 -3%
LKIM
992
Lawson Kroeker Investment Management
Nebraska
$4.97M -$53K -346 -1%
RCA
993
Resonant Capital Advisors
Wisconsin
$4.96M +$157K +1,027 +3%
CB
994
Community Bank
New York
$4.96M +$55.9K +365 +1%
RHDIC
995
R.H. Dinel Investment Counsel
California
$4.95M – – –
TLP
996
Trinity Legacy Partners
Texas
$4.95M -$221K -1,442 -4%
MP
997
McDonald Partners
Ohio
$4.95M -$157K -1,027 -3%
CIA
998
Choate Investment Advisors
Massachusetts
$4.95M -$126K -822 -2%
CPWA
999
Cerro Pacific Wealth Advisors
California
$4.94M -$7.81K -51 -0.2%
RWP
1000
Ridgecrest Wealth Partners
California
$4.94M -$115K -751 -2%
38 39
40
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