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Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1851
Mitchell Sinkler & Starr
Pennsylvania
$923K -$95.1K -1,424 -10%
OKSA
1852
O'Keefe Stevens Advisory
New York
$921K +$180K +2,701 +27%
IP
1853
Ignite Planners
California
$921K +$39.5K +592 +5%
SW
1854
SkyOak Wealth
Michigan
$920K -$2.47K -37 -0.3%
LSA
1855
Lion Street Advisors
Texas
$920K -$64.6K -968 -7%
LIM
1856
Letson Investment Management
Georgia
$916K – – –
DFA
1857
Delta Financial Advisors
Louisiana
$916K – – –
BIM
1858
Baldwin Investment Management
Pennsylvania
$915K +$264K +3,950 +45%
DA
1859
Detalus Advisors
Missouri
$910K +$6.48K +97 +0.8%
ADBIC
1860
A.D. Beadell Investment Counsel
Wisconsin
$909K -$68.5K -1,025 -7%
JFA
1861
JNBA Financial Advisors
Minnesota
$907K -$47.1K -705 -5%
SWA
1862
SFMG Wealth Advisors
Texas
$905K +$6.75K +101 +0.8%
FDS
1863
Freedom Day Solutions
Texas
$903K -$74.3K -1,112 -8%
HCC
1864
Hirtle Callaghan & Co
Pennsylvania
$902K -$82.3K -1,233 -9%
FNBTCON
1865
First National Bank & Trust Co of Newtown
Pennsylvania
$902K -$10K -150 -1%
ATWA
1866
Arbor Trust Wealth Advisors
Michigan
$902K -$38.5K -576 -4%
S
1867
SimplyRich
California
$899K -$10.3K -154 -1%
SSW
1868
Stone Summit Wealth
Florida
$898K -$17.7K -265 -2%
ECM
1869
Estabrook Capital Management
New York
$898K -$134K -2,000 -14%
KA
1870
Klingman & Associates
New York
$896K +$200K +2,999 +32%
PHIC
1871
Pine Haven Investment Counsel
Massachusetts
$895K – – –
CFGW
1872
Chancellor Financial Group WB
Pennsylvania
$895K -$4.47K -67 -0.5%
CM
1873
Cornerstone Management
Georgia
$895K +$6.08K +91 +0.7%
MIP
1874
Marietta Investment Partners
Wisconsin
$894K – – –
JC
1875
JB Capital
Connecticut
$893K +$9.42K +141 +1%
73 74
75
76 77