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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
3051
Chase Investment Counsel
Virginia
$488K +$200K +616 +80%
KPWG
3052
KFA Private Wealth Group
Virginia
$488K -$29.3K -90 -6%
WCM
3053
Winthrop Capital Management
Indiana
$487K -$436K -1,341 -49%
NCTC
3054
New Covenant Trust Company
Indiana
$487K +$21.8K +67 +5%
VPW
3055
Vaquero Private Wealth
Texas
$486K +$449K +1,379 New
TC
3056
TAGStone Capital
North Carolina
$486K +$325 +1 +0.1%
NF
3057
Napier Financial
Massachusetts
$485K -$30.3K -93 -6%
NP
3058
NS Partners
United Kingdom
$485K -$603K -1,855 -57%
SWM
3059
Steinberganna Wealth Management
New York
$484K -$146K -450 -25%
WA
3060
Westfuller Advisors
New York
$483K +$3.25K +10 +0.7%
RFW
3061
Redwood Family Wealth
Texas
$482K +$15K +46 +3%
BFWA
3062
Benchmark Financial Wealth Advisors
Florida
$482K -$122K -376 -22%
ERWM
3063
Elk River Wealth Management
Colorado
$482K -$34.2K -105 -7%
RFW
3064
Rainier Family Wealth
Washington
$482K +$1.63K +5 +0.4%
FWWM
3065
Fiscal Wisdom Wealth Management
Connecticut
$481K -$16.6K -51 -4%
TCM
3066
Tufton Capital Management
Maryland
$481K +$3.25K +10 +0.7%
LBC
3067
Leigh Baldwin & Co
New York
$477K -$65.1K -200 -13%
AF
3068
AtlasMark Financial
Texas
$476K – – –
WBCM
3069
Wilson & Boucher Capital Management
California
$476K – – –
WRPWM
3070
Werba Rubin Papier Wealth Management
California
$475K -$132K -406 -23%
LWM
3071
Lakeridge Wealth Management
Ohio
$475K +$12.7K +39 +3%
SCA
3072
Southern Capital Advisors
Tennessee
$474K +$976 +3 +0.2%
PWM
3073
Platt Wealth Management
California
$474K -$43.9K -135 -9%
RIM
3074
Redwood Investment Management
Arizona
$473K +$15.3K +47 +4%
MSG
3075
Main Street Group
Virginia
$473K +$976 +3 +0.2%
121 122
123
124 125