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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1551
Hall Capital Management
Rhode Island
$476K +$231K +5,033 New
EWA
1552
Encompass Wealth Advisors
Oregon
$474K -$49.6K -1,082 -9%
VWA
1553
Visionary Wealth Advisors
Illinois
$474K -$75.7K -1,652 -13%
SC
1554
SouthState Corp
Florida
$473K +$3.85K +84 +0.8%
VGDSS
1555
VUB Generali dochodkova spravcovska spolocnost
$472K +$354K +7,714 +258%
LK
1556
Lumbard & Kellner
New Hampshire
$468K – – –
TAFW
1557
Tred Avon Family Wealth
Maryland
$467K +$43.9K +958 +10%
VHAM
1558
Van Hulzen Asset Management
California
$466K -$17.9K -391 -4%
HCM
1559
Hengehold Capital Management
Ohio
$466K -$504 -11 -0.1%
SPWM
1560
Spartan Planning & Wealth Management
North Carolina
$466K +$139K +3,031 +40%
ISWM
1561
Intesa Sanpaolo Wealth Management
$463K +$48.1K +1,050 +11%
FG
1562
Fiduciary Group
Georgia
$462K – – –
SMC
1563
Smith, Moore & Co
Missouri
$461K +$36.5K +797 +8%
IP
1564
Investment Partners
Ohio
$459K -$14.1K -307 -3%
SGWP
1565
Sun Group Wealth Partners
California
$458K – – –
VST
1566
Van Strum & Towne
California
$458K – – –
ESB
1567
Essex Savings Bank
Connecticut
$457K +$7.43K +162 +2%
BLC
1568
Brown, Lisle/Cummings
Rhode Island
$456K -$61K -1,330 -11%
WB
1569
Webster Bank
Connecticut
$456K – – –
GAM
1570
Gemmer Asset Management
California
$456K -$28.8K -629 -6%
FAFN
1571
First Affirmative Financial Network
Colorado
$455K +$473K +10,316 New
CIP
1572
Castlefield Investment Partners
$455K – – –
WRPWM
1573
Werba Rubin Papier Wealth Management
California
$454K +$196K +4,283 +71%
FHC
1574
First Heartland Consultants
Missouri
$454K +$10.8K +235 +2%
CWM
1575
Concentrum Wealth Management
California
$454K +$10.7K +233 +2%
61 62
63
64 65