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Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
1926
Capital International Sarl
California
$266K -$1.25M -38,054 -82%
FBB
1927
Fulton Breakefield Broenniman
Maryland
$266K -$13.8K -422 -5%
RWP
1928
Revolve Wealth Partners
New Jersey
$266K -$12.4K -377 -4%
PMFA
1929
Plante Moran Financial Advisors
Michigan
$265K +$32.8K +1,000 +13%
DWA
1930
Delos Wealth Advisors
Texas
$265K +$279K +8,500 +19,318%
HIIFS
1931
Harel Insurance Investments & Financial Services
Israel
$264K +$73.6K +2,245 +35%
FCP
1932
Fidelis Capital Partners
Florida
$264K -$213K -6,486 -32%
PCMM
1933
Piedmont Capital Management (Montana)
Montana
$263K – – –
WCWM
1934
Willow Creek Wealth Management
California
$263K -$393 -12 -0.1%
FFA
1935
Fragasso Financial Advisors
Pennsylvania
$263K -$65.7K -2,005 -19%
SQA
1936
Simon Quick Advisors
New Jersey
$263K -$57.8K -1,765 -17%
MIS
1937
Morningstar Investment Services
Illinois
$263K -$109K -3,312 -28%
SWA
1938
SOA Wealth Advisors
New York
$262K -$44.9K -1,370 -14%
SOAG
1939
Silver Oak Advisory Group
Oregon
$262K – – –
VWA
1940
VERITY Wealth Advisors
United States
$262K – – –
RFA
1941
Resurgent Financial Advisors
Georgia
$261K -$23.6K -719 -8%
ODFS
1942
O'Donnell Financial Services
California
$260K +$48.8K +1,489 +22%
HWA
1943
HHM Wealth Advisors
Tennessee
$260K +$76K +2,320 +38%
FNC
1944
First National Corp
Massachusetts
$258K -$21.4K -652 -7%
GP
1945
Girard Partners
Pennsylvania
$258K -$65.1K -1,986 -19%
CG
1946
Clarus Group
Texas
$258K +$328 +10 +0.1%
CB
1947
Centennial Bank
Arkansas
$257K -$5.05K -154 -2%
SB
1948
Strategic Blueprint
Georgia
$257K -$90.6K -2,766 -25%
MCCP
1949
Mission Creek Capital Partners
California
$256K -$270K -8,228 -50%
OFW
1950
Omnia Family Wealth
Florida
$255K +$5.21K +159 +2%
76 77
78
79 80