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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1601
Aspen Investment Management
Michigan
$958K +$208K +691 +29%
GIP
1602
Greatmark Investment Partners
Georgia
$958K +$43.1K +143 +5%
TW
1603
TritonPoint Wealth
Maryland
$955K -$156K -518 -14%
SFG
1604
Snider Financial Group
Washington
$955K -$203K -675 -18%
CP
1605
Canopy Partners
Ohio
$953K – – –
FBT
1606
First Bank & Trust
South Dakota
$953K -$16.9K -56 -2%
TI
1607
Truepoint Inc
Ohio
$951K +$160K +532 +21%
NPT
1608
Nixon Peabody Trust
Massachusetts
$950K – – –
RIA
1609
Realta Investment Advisors
Delaware
$947K +$207K +687 +29%
FWP
1610
FAS Wealth Partners
Kansas
$941K +$266K +885 +41%
JTWM
1611
Jackson Thornton Wealth Management
Alabama
$941K -$5.42K -18 -0.6%
WE
1612
Wealth Effects
Massachusetts
$940K +$271K +900 +42%
RFP
1613
Root Financial Partners
California
$938K +$254K +844 +38%
ABWM
1614
Alpine Bank Wealth Management
Colorado
$937K +$151K +500 +20%
KRW
1615
Kaufman Rossin Wealth
Florida
$936K -$10.5K -35 -1%
PA
1616
Procyon Advisors
Connecticut
$933K +$241K +799 +36%
COI
1617
Connable Office Inc
Michigan
$931K – – –
HG
1618
Harbor Group
New Hampshire
$930K +$903 +3 +0.1%
BCM
1619
Bannerstone Capital Management
Minnesota
$929K +$908K +3,015 New
SCM
1620
Stevens Capital Management
Pennsylvania
$927K +$907K +3,011 New
ALAM
1621
Asahi Life Asset Management
Japan
$926K -$43.7K -145 -5%
MCCP
1622
Mission Creek Capital Partners
California
$924K -$85.5K -284 -2%
CYG
1623
Clean Yield Group
Vermont
$924K -$34K -113 -4%
SC
1624
Settian Capital
New York
$924K +$903K +3,000 New
THCM
1625
Taylor Hoffman Capital Management
Virginia
$923K -$12.6K -42 -1%
63 64
65
66 67