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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2401
Adero Partners
California
$674K +$4.99K +33 +0.7%
NBT
2402
Northwest Bank & Trust
Iowa
$670K +$680K +4,495 New
ZIG
2403
Zullo Investment Group
Pennsylvania
$668K +$71.5K +473 +12%
SMG
2404
Smart Money Group
Texas
$668K -$2.27K -15 -0.3%
EFA
2405
Evernest Financial Advisors
Indiana
$668K +$677K +4,476 New
JLBC
2406
J.L. Bainbridge & Co
Florida
$667K +$1.66K +11 +0.2%
MI
2407
Motiv8 Investments
Florida
$667K +$676K +4,469 New
BA
2408
Ballew Advisors
Mississippi
$666K +$3.63K +24 +0.5%
MSCM
2409
McElhenny Sheffield Capital Management
Texas
$665K +$5.29K +35 +0.8%
TAM
2410
Trillium Asset Management
Massachusetts
$664K +$115K +758 +21%
RMSCM
2411
R.M. Sincerbeaux Capital Management
New York
$664K – – –
FIC
2412
FCG Investment Company
Tennessee
$664K +$673K +4,450 New
HFAS
2413
Hummer Financial Advisory Services
Illinois
$661K – – –
WAG
2414
Winthrop Advisory Group
Massachusetts
$661K +$122K +804 +22%
APWM
2415
Atlas Private Wealth Management
New York
$661K – – –
DAM
2416
Diamant Asset Management
Connecticut
$659K +$26.3K +174 +4%
BIA
2417
Barry Investment Advisors
Massachusetts
$659K -$13.6K -90 -2%
CM
2418
Cercano Management
Washington
$657K – – –
RIM
2419
Rakuten Investment Management
Japan
$656K +$663K +4,383 New
MPW
2420
Monterey Private Wealth
California
$656K -$6.35K -42 -0.9%
BRA
2421
Biechele Royce Advisors
Indiana
$655K -$13.5K -89 -2%
WHCI
2422
W.H. Cornerstone Investments
Massachusetts
$654K +$326K +2,155 +97%
MRWM
2423
ML&R Wealth Management
Texas
$653K +$194K +1,284 +41%
HCM
2424
Hutner Capital Management
Vermont
$653K +$1.06K +7 +0.2%
AFPL
2425
Advus Financial Partners, LLC
Florida
$652K -$114K -752 -15%
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