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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2326
Beacon Financial Advisory
Ohio
$571K +$62.3K +226 +14%
LMAM
2327
Legg Mason Asset Management
Japan
$570K -$680K -2,467 -57%
RWRC
2328
R.W. Roge & Company
New York
$569K -$11.9K -43 -2%
JHP
2329
James Hambro & Partners
United Kingdom
$567K -$345K -1,253 -40%
AP
2330
Americana Partners
Texas
$567K -$4.41K -16 -0.9%
NEGWA
2331
New England Guild Wealth Advisors
Connecticut
$564K – – –
MPW
2332
Monterey Private Wealth
California
$564K +$1.1K +4 +0.2%
FFA
2333
Freedman Financial Associates
Massachusetts
$563K – – –
OIM
2334
Oder Investment Management
California
$562K -$102K -370 -17%
GAM
2335
Grandview Asset Management
Pennsylvania
$561K +$147K +532 +41%
EDRIA
2336
Edmonds Duncan Registered Investment Advisors
Kansas
$560K – – –
PO
2337
Private Ocean
California
$559K +$13.8K +50 +3%
SMM
2338
Stadion Money Management
Georgia
$557K +$503K +1,825 New
ASBI
2339
American State Bank (Iowa)
Iowa
$555K – – –
SWM
2340
Sculati Wealth Management
Michigan
$552K -$8.82K -32 -2%
MFW
2341
Mosaic Family Wealth
Missouri
$552K +$23.2K +84 +5%
AWAP
2342
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$549K -$11.9K -43 -2%
PAS
2343
Professional Advisory Services
Florida
$549K – – –
MSR
2344
Main Street Research
Connecticut
$548K -$162K -588 -25%
RB
2345
Renasant Bank
Mississippi
$544K +$28.7K +104 +6%
HAIM
2346
Hunter Associates Investment Management
Pennsylvania
$539K – – –
CRCM
2347
Corbett Road Capital Management
Virginia
$539K +$182K +659 +60%
ACP
2348
Aveo Capital Partners
Colorado
$539K +$277K +1,006 +132%
FMW
2349
Farr Miller & Washington
District of Columbia
$535K -$107K -390 -18%
DA
2350
Detalus Advisors
Missouri
$534K +$9.37K +34 +2%
92 93
94
95 96