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Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
751
Lee, Danner & Bass
Tennessee
$5.27M -$241K -3,983 -4%
PWP
752
Perfromance Wealth Partners
Illinois
$5.27M +$628K +10,367 +14%
FC
753
FORA Capital
Florida
$5.26M +$5.13M +84,765 New
TPCW
754
TD Private Client Wealth
New York
$5.24M +$1.47M +24,261 +40%
IAIM
755
Industrial Alliance Investment Management
Quebec, Canada
$5.2M +$5M +82,534 +6,300%
FTA
756
Financial & Tax Architects
Missouri
$5.19M +$250K +4,128 +5%
PPW
757
Parcion Private Wealth
Washington
$5.19M +$487K +8,050 +11%
KGC
758
Kennon-Green & Company
Ohio
$5.17M -$99.7K -1,647 -2%
BWS
759
Buck Wealth Strategies
Colorado
$5.16M +$5.03M +83,115 New
WFMPM
760
Woodley Farra Manion Portfolio Management
Indiana
$5.15M -$64.1K -1,058 -1%
FLI
761
Family Legacy Inc
South Carolina
$5.12M +$44K +726 +0.9%
HSA
762
HBK Sorce Advisory
Pennsylvania
$5.08M -$4.77M -78,783 -49%
RPC
763
Rossmore Private Capital
Connecticut
$5.07M -$13K -214 -0.3%
MBTD
764
Mechanics Bank - Trust Department
California
$5.07M -$53K -875 -1%
MYLI
765
Meiji Yasuda Life Insurance
Japan
$5.07M +$730K +12,061 +17%
WAM
766
Weatherly Asset Management
California
$5.06M -$16.6K -274 -0.3%
BFG
767
Beacon Financial Group
Texas
$5.06M -$44.6K -736 -0.9%
CNBTD
768
Citizens National Bank Trust Department
Mississippi
$5.05M -$9.08K -150 -0.2%
GRP
769
Global Retirement Partners
California
$5.05M +$665K +10,987 +16%
HA
770
Hamel Associates
New Jersey
$5.04M +$12.1K +200 +0.2%
BCCM
771
Bridge Creek Capital Management
Massachusetts
$5.03M +$31.8K +525 +0.7%
SAM
772
Synergy Asset Management
Washington
$5.03M +$395K +6,519 +9%
AAM
773
Aureus Asset Management
Massachusetts
$5.01M +$502K +8,299 +11%
ACM
774
Argyle Capital Management
Pennsylvania
$4.96M – – –
TCM
775
Twin Capital Management
Pennsylvania
$4.94M -$801K -13,229 -14%
29 30
31
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