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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
3026
Edgestream Partners
New Jersey
$489K -$5.46M -16,768 -92%
TCM
3027
Tributary Capital Management
Nebraska
$488K – – –
HCM
3028
Hutchinson Capital Management
California
$488K +$141K +433 +46%
CIC
3029
Chase Investment Counsel
Virginia
$488K +$200K +616 +80%
KPWG
3030
KFA Private Wealth Group
Virginia
$488K -$29.3K -90 -6%
WCM
3031
Winthrop Capital Management
Indiana
$487K -$436K -1,341 -49%
NCTC
3032
New Covenant Trust Company
Indiana
$487K +$21.8K +67 +5%
VPW
3033
Vaquero Private Wealth
Texas
$486K +$449K +1,379 New
TC
3034
TAGStone Capital
North Carolina
$486K +$325 +1 +0.1%
NF
3035
Napier Financial
Massachusetts
$485K -$30.3K -93 -6%
NP
3036
NS Partners
United Kingdom
$485K -$603K -1,855 -57%
SWM
3037
Steinberganna Wealth Management
New York
$484K -$146K -450 -25%
WA
3038
Westfuller Advisors
New York
$483K +$3.25K +10 +0.7%
RFW
3039
Redwood Family Wealth
Texas
$482K +$15K +46 +3%
BFWA
3040
Benchmark Financial Wealth Advisors
Florida
$482K -$122K -376 -22%
ERWM
3041
Elk River Wealth Management
Colorado
$482K -$34.2K -105 -7%
RFW
3042
Rainier Family Wealth
Washington
$482K +$1.63K +5 +0.4%
FWWM
3043
Fiscal Wisdom Wealth Management
Connecticut
$481K -$16.6K -51 -4%
TCM
3044
Tufton Capital Management
Maryland
$481K +$3.25K +10 +0.7%
LBC
3045
Leigh Baldwin & Co
New York
$477K -$65.1K -200 -13%
AF
3046
AtlasMark Financial
Texas
$476K – – –
WBCM
3047
Wilson & Boucher Capital Management
California
$476K – – –
WRPWM
3048
Werba Rubin Papier Wealth Management
California
$475K -$132K -406 -23%
LWM
3049
Lakeridge Wealth Management
Ohio
$475K +$12.7K +39 +3%
SCA
3050
Southern Capital Advisors
Tennessee
$474K +$976 +3 +0.2%
120 121
122
123 124