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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1901
Miller Investment Management
Pennsylvania
$636K – – –
PL
1902
Plancorp LLC
Missouri
$636K +$3.19K +29 +0.5%
TP
1903
TritonPoint Partners
Maryland
$635K +$611K +5,549 New
TAM
1904
Trillium Asset Management
Massachusetts
$635K -$136K -1,232 -19%
OP
1905
Oslo Pensjonsforsikring
$635K – – –
FP
1906
Financial Perspectives
Minnesota
$635K – – –
NSB
1907
Norway Savings Bank
Maine
$634K -$32.5K -295 -5%
GWM
1908
Gilpin Wealth Management
Colorado
$633K +$613K +5,564 New
GSIS
1909
Global Strategic Investment Solutions
Arizona
$630K +$441 +4 +0.1%
FWA
1910
Fidelis Wealth Advisors
Colorado
$630K +$610K +5,539 New
BBA
1911
BLB&B Advisors
Pennsylvania
$628K -$881 -8 -0.1%
MLFP
1912
MPS Loria Financial Planners
Illinois
$627K – – –
SWIM
1913
Smallwood Wealth Investment Management
New Jersey
$627K -$7.82K -71 -1%
4WM
1914
44 Wealth Management
Oregon
$626K -$78.6K -714 -11%
WIM
1915
Westside Investment Management
California
$626K -$24.4K -222 -4%
TA
1916
TCM Advisors
West Virginia
$626K – – –
DIM
1917
Delta Investment Management
California
$625K -$12.7K -115 -2%
ZIG
1918
Zullo Investment Group
Pennsylvania
$625K -$10.1K -92 -2%
HWA
1919
HHM Wealth Advisors
Tennessee
$624K -$110 -1 -0%
NWMG
1920
National Wealth Management Group
Ohio
$622K -$25.1K -228 -4%
GHI
1921
Gross & Hartman Investments
Pennsylvania
$622K +$602K +5,468 New
VPW
1922
Variant Private Wealth
Virginia
$622K -$478K -4,343 -44%
NCTC
1923
New Covenant Trust Company
Indiana
$621K +$4.96K +45 +0.8%
CIC
1924
Crawford Investment Counsel
Georgia
$620K -$40.3K -366 -6%
PPW
1925
Presilium Private Wealth
Pennsylvania
$619K +$1.98K +18 +0.3%
75 76
77
78 79