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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2951
Heritage Financial Services
Massachusetts
$609K +$47K +115 +8%
BLC
2952
Brown, Lisle/Cummings
Rhode Island
$608K +$63.3K +155 +11%
ACP
2953
Argyle Capital Partners
California
$608K +$639K +1,564 New
CSWM
2954
Cassady Schiller Wealth Management
Ohio
$607K +$26.1K +64 +4%
TFF
2955
The Family Firm
Maryland
$607K +$29K +71 +5%
CAM
2956
Chesapeake Asset Management
New York
$606K -$409 -1 -0.1%
AFP
2957
Alpha Financial Partners
Kentucky
$604K +$403K +987 +174%
KFS
2958
Kelly Financial Services
Massachusetts
$603K +$23.7K +58 +4%
PMA
2959
Prudent Man Advisors
Illinois
$602K -$101K -246 -14%
CF
2960
Cyr Financial
Illinois
$602K +$632K +1,547 New
RFA
2961
Reyes Financial Architecture
California
$601K +$631K +1,544 New
SEM
2962
Suncoast Equity Management
Florida
$600K -$26.1K -64 -4%
KA
2963
Keene & Associates
Texas
$600K -$18.8K -46 -3%
UPS
2964
UHLMANN PRICE SECURITIES
Illinois
$599K +$817 +2 +0.1%
CWM
2965
Centurion Wealth Management
Virginia
$599K – – –
OC
2966
Oarsman Capital
Wisconsin
$598K +$8.58K +21 +1%
AFA
2967
AA Financial Advisors
Ohio
$597K +$409 +1 +0.1%
NWAG
2968
Net Worth Advisory Group
Utah
$596K -$26.1K -64 -4%
V
2969
VeraBank
Texas
$596K +$1.63K +4 +0.3%
GG
2970
Gleason Group
Kentucky
$595K -$176K -431 -22%
AW
2971
Alaethes Wealth
Nevada
$593K – – –
GC
2972
Garde Capital
Washington
$592K – – –
CPW
2973
Crestmont Private Wealth
Texas
$591K -$47.8K -117 -7%
CFG
2974
Copley Financial Group
California
$591K +$8.58K +21 +1%
MFT
2975
Moisand Fitzgerald Tamayo
Florida
$590K -$57.6K -141 -8%
117 118
119
120 121