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Global Payments
GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
626
Waldron Private Wealth
Pennsylvania
$232K – – –
NECFA
627
New England Capital Financial Advisors
Connecticut
$230K +$214K +2,055 New
CCM
628
Chiron Capital Management
Florida
$228K +$240K +2,300 New
FIM
629
Fruth Investment Management
Texas
$228K – – –
PCS
630
Personal CFO Solutions
New Jersey
$226K +$237K +2,271 New
AG
631
AIA Group
Hong Kong
$225K -$1.78M -17,054 -88%
WG
632
Welch Group
Alabama
$225K – – –
WEG
633
World Equity Group
Illinois
$224K -$24.3K -233 -9%
TFS
634
Thoroughbred Financial Services
Tennessee
$224K +$22K +211 +10%
TC
635
Truvestments Capital
Florida
$222K +$190K +1,827 +446%
WJWM
636
Williams Jones Wealth Management
New York
$221K +$1.04K +10 +0.5%
IWC
637
Integrated Wealth Concepts
Massachusetts
$220K +$231K +2,219 New
FNBT
638
FineMark National Bank & Trust
Florida
$219K -$21.1K -202 -8%
IEFM
639
IQ EQ Fund Management
Ireland
$218K +$229K +2,198 New
VFA
640
Voya Financial Advisors
Connecticut
$218K -$417 -4 -0.2%
MCM
641
Manchester Capital Management
Vermont
$217K +$228K +2,184 New
SGCA
642
Steel Grove Capital Advisors
Tennessee
$216K – – –
KPWS
643
Kestra Private Wealth Services
Texas
$214K +$23.1K +222 +12%
SIA
644
Schechter Investment Advisors
Michigan
$213K -$522K -5,009 -70%
CG
645
Caprock Group
Idaho
$211K -$14.2K -136 -6%
OTL
646
Oak Thistle LLC
New York
$208K +$219K +2,098 New
AFA
647
AllGen Financial Advisors
Florida
$207K – – –
CWM
648
Congress Wealth Management
Massachusetts
$207K -$243K -2,328 -53%
AIA
649
AIMZ Investment Advisors
California
$206K – – –
CWAG
650
Compton Wealth Advisory Group
Virginia
$206K – – –
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