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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1401
Shepherd Financial Partners
Massachusetts
$2.41M -$55.3K -417 -2%
NDSI
1402
Newman Dignan & Sheerar Inc
Rhode Island
$2.4M -$3.32K -25 -0.1%
KFP
1403
KMG Fiduciary Partners
Ohio
$2.4M +$457K +3,443 +25%
SSI
1404
Scott & Selber Inc
Texas
$2.38M +$41K +309 +2%
WPP
1405
Whalerock Point Partners
Rhode Island
$2.38M +$314K +2,365 +16%
OLA
1406
Oliver Luxxe Assets
New Jersey
$2.38M -$1.48M -11,162 -40%
SACTSONJ
1407
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.37M -$530K -4,000 -19%
FMB
1408
Field & Main Bank
Kentucky
$2.37M +$11.3K +85 +0.5%
SFA
1409
Sequoia Financial Advisors
Ohio
$2.37M +$245K +1,850 +12%
DIM
1410
Delta Investment Management
California
$2.37M +$2.25M +16,943 New
AB
1411
Atlas Brown
Kentucky
$2.35M -$59.4K -448 -3%
BJL
1412
Brighton Jones LLC
Washington
$2.35M -$265K -2,001 -11%
CPA
1413
Court Place Advisors
Maryland
$2.35M +$209K +1,575 +10%
CWM
1414
Circle Wealth Management
New Jersey
$2.33M +$1.27M +9,605 +136%
BFG
1415
Beacon Financial Group
Texas
$2.32M -$647K -4,875 -23%
MSAM
1416
Moloney Securities Asset Management
Missouri
$2.32M -$32.2K -243 -1%
CIA
1417
Choate Investment Advisors
Massachusetts
$2.3M -$111K -839 -5%
AAM
1418
Auxier Asset Management
Oregon
$2.3M – – –
CCG
1419
Cypress Capital Group
Florida
$2.3M -$382K -2,881 -15%
APP
1420
Avantax Planning Partners
Iowa
$2.3M -$188K -1,417 -8%
IAS
1421
IMA Advisory Services
Colorado
$2.3M -$35.5K -268 -2%
BO
1422
BRR OpCo
Ohio
$2.3M -$11.8K -89 -0.5%
CL
1423
CPWM LLC
Washington
$2.29M -$66.8K -504 -3%
BFO
1424
Biltmore Family Office
North Carolina
$2.29M -$10.6K -80 -0.5%
HCA
1425
Harbour Capital Advisors
Virginia
$2.29M +$12.2K +92 +0.6%
55 56
57
58 59