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Global Payments
GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
751
KB Financial Partners
New Jersey
$226K +$223K +1,119 New
CCB
752
Cutter & Co Brokerage
Missouri
$225K -$23.5K -118 -10%
MGIM
753
M&G Investment Management
United Kingdom
$225K -$19.3K -97 -8%
CAAS
754
Capital Asset Advisory Services
Michigan
$225K +$10.6K +53 +5%
PCP
755
Proficio Capital Partners
Massachusetts
$225K +$223K +1,118 New
CCM
756
Conway Capital Management
California
$224K -$19.5K -98 -8%
FWCM
757
Ferguson Wellman Capital Management
Oregon
$222K – – –
LDB
758
Lee, Danner & Bass
Tennessee
$222K – – –
ER
759
Enlightenment Research
Florida
$222K +$219K +1,100 New
NIM
760
NuWave Investment Management
New Jersey
$222K +$219K +1,100 New
IFWM
761
Institute for Wealth Management
Colorado
$221K -$17.9K -90 -8%
ISB
762
Iowa State Bank
Iowa
$221K – – –
BWM
763
Baystate Wealth Management
Massachusetts
$221K +$199 +1 +0.1%
OWM
764
OneAscent Wealth Management
Alabama
$220K -$80.9K -406 -27%
SBSB
765
Sullivan, Bruyette, Speros & Blaney
Virginia
$219K -$13.9K -70 -6%
DE
766
Day & Ennis
Georgia
$215K -$19.9K -100 -9%
PA
767
Procyon Advisors
Connecticut
$215K -$16.9K -85 -7%
LW
768
Linscomb Wealth
Texas
$215K – – –
CFA
769
Carroll Financial Associates
North Carolina
$214K -$145K -729 -41%
CFGS
770
Concourse Financial Group Securities
Alabama
$214K +$50.4K +253 +31%
PWPS
771
Pinnacle Wealth Planning Services
Ohio
$212K -$15.1K -76 -7%
KCPG
772
Kavar Capital Partners Group
Kansas
$212K – – –
KA
773
Kercheville Advisors
Texas
$212K – – –
KPWS
774
Kestra Private Wealth Services
Texas
$212K +$210K +1,052 New
CDH
775
Charles D. Hyman
$210K – – –
29 30
31
32 33