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Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
1251
Bridge Creek Capital Management
Massachusetts
$1.42M -$134K -3,310 -10%
CTA
1252
Chesley Taft & Associates
Illinois
$1.41M – – –
GSC
1253
G&S Capital
Colorado
$1.41M +$1.14M +28,035 New
CSC
1254
Caldwell Sutter Capital
California
$1.41M -$41K -1,010 -3%
KOC
1255
Koss-Olinger Consulting
Florida
$1.4M -$1.55M -38,090 -58%
CWP
1256
Cyndeo Wealth Partners
Florida
$1.4M -$51.6K -1,271 -4%
TCM
1257
Triumph Capital Management
Colorado
$1.4M +$805K +19,820 +249%
DA
1258
Doliver Advisors
Texas
$1.4M -$11.3K -278 -1%
MP
1259
McDonald Partners
Ohio
$1.39M -$96.4K -2,373 -8%
GSB
1260
Greenfield Savings Bank
Massachusetts
$1.39M -$24.8K -610 -2%
BFM
1261
Boston Financial Management
Massachusetts
$1.39M -$271K -6,670 -19%
CP
1262
CenterBook Partners
Connecticut
$1.39M -$6.26M -154,008 -85%
APP
1263
Avantax Planning Partners
Iowa
$1.39M +$53.4K +1,314 +5%
JMFC
1264
J.M. Forbes & Co
Massachusetts
$1.39M -$2.03K -50 -0.2%
RPC
1265
Rossmore Private Capital
Connecticut
$1.38M -$366 -9 -0%
HCM
1266
Highlander Capital Management
New Jersey
$1.38M +$12K +295 +1%
WCM
1267
Windsor Capital Management
Arizona
$1.38M +$20.8K +512 +2%
LFA
1268
Legacy Financial Advisors
Kentucky
$1.38M +$78.6K +1,935 +8%
RP
1269
Rice Partnership
Hawaii
$1.37M +$179K +4,400 +19%
RA
1270
RFG Advisory
Alabama
$1.37M -$154K -3,797 -12%
OCBCO
1271
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.37M +$1.1M +27,152 New
BTI
1272
Blue Trust Inc
Georgia
$1.37M -$67K -1,650 -4%
DIP
1273
DT Investment Partners
Pennsylvania
$1.36M – – –
CFG
1274
Cooper Financial Group
California
$1.36M +$73.4K +1,807 +7%
BFA
1275
Beacon Financial Advisory
Ohio
$1.35M +$29.4K +723 +3%
49 50
51
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