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Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
851
Blueprint Investment Partners
North Carolina
$286K +$110K +8,114 +67%
T
852
TNF
Montana
$286K +$203K +14,898 New
TCBWMS
853
Texas Capital Bank Wealth Management Services
Texas
$285K – – –
RWP
854
Ridgecrest Wealth Partners
California
$285K +$76.2K +5,600 +39%
LWAC
855
Laurel Wealth Advisors (California)
California
$284K -$246K -18,094 -47%
ACM
856
ACT Capital Management
Pennsylvania
$283K -$435K -32,000 -62%
CAM
857
Cacti Asset Management
Georgia
$283K -$68K -5,000 -20%
WAG
858
Winthrop Advisory Group
Massachusetts
$283K – – –
FMBTD
859
First Midwest Bank Trust Division
Illinois
$282K +$8.8K +647 +3%
BDF
860
Balasa Dinverno & Foltz
$280K +$12.1K +891 +5%
MWM
861
Modera Wealth Management
New Jersey
$280K +$269K +19,809 New
MLFP
862
MPS Loria Financial Planners
Illinois
$279K +$626 +46 +0.2%
MVA
863
Mount Vernon Associates
Maryland
$278K – – –
P
864
&Partners
Tennessee
$277K +$13.6K +1,000 +5%
TFS
865
Thoroughbred Financial Services
Tennessee
$277K +$44.9K +3,300 +20%
PFPT
866
Pinnacle Financial Partners (Tennessee)
Tennessee
$276K – – –
KA
867
Kozak & Associates
Colorado
$276K +$189K +13,898 New
AW
868
ACG Wealth
Georgia
$274K +$1.02K +75 +0.4%
FFS
869
Founders Financial Securities
Maryland
$273K -$143K -10,545 -35%
FFN
870
Focus Financial Network
Minnesota
$273K +$61.6K +4,530 +31%
PPW
871
Parcion Private Wealth
Washington
$272K – – –
FMTC
872
Farmers & Merchants Trust Company
California
$271K – – –
HWA
873
HCR Wealth Advisors
California
$271K +$2.72K +200 +1%
MYLI
874
Meiji Yasuda Life Insurance
Japan
$270K -$458K -33,642 -64%
BHBT
875
Burke & Herbert Bank & Trust
Virginia
$270K -$4.79K -352 -2%
33 34
35
36 37