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Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1301
Webster Bank
Connecticut
$495K +$46.5K +102 +11%
CCA
1302
Conestoga Capital Advisors
Pennsylvania
$494K -$228K -500 -33%
LW
1303
Linscomb Wealth
Texas
$493K +$8.67K +19 +2%
CWP
1304
Capital Wealth Planning
Florida
$493K +$472K +1,034 New
SIC
1305
Samalin Investment Counsel
New York
$492K – – –
ZIC
1306
ZWJ Investment Counsel
Georgia
$492K -$13.7K -30 -3%
TCOT
1307
Trust Company of Toledo
Ohio
$492K +$23.3K +51 +5%
SAI
1308
Savvy Advisors Inc
New York
$491K +$130K +285 +38%
GIA
1309
GHP Investment Advisors
Colorado
$491K -$14.6K -32 -3%
KFC
1310
Klingenstein Fields & Co
New York
$491K – – –
LA
1311
Lifeworks Advisors
Michigan
$490K +$57K +125 +14%
GWANC
1312
Guardian Wealth Advisors (North Carolina)
North Carolina
$489K -$15.1K -33 -3%
FHA
1313
First Horizon Advisors
Tennessee
$487K -$151K -331 -24%
AGP
1314
Autumn Glory Partners
Texas
$487K +$444K +973 New
MWA
1315
Midland Wealth Advisors
Illinois
$487K -$33.3K -73 -7%
MIM
1316
Merrion Investment Management
New Jersey
$485K – – –
PTB
1317
Pioneer Trust Bank
Oregon
$484K – – –
OWA
1318
One Wealth Advisors
California
$483K -$7.76K -17 -2%
CSIC
1319
Clifford Swan Investment Counsel
California
$482K -$40.6K -89 -8%
VCA
1320
Verdence Capital Advisors
Maryland
$480K -$23.7K -52 -5%
VIM
1321
VELA Investment Management
Ohio
$479K – – –
TGAM
1322
TBH Global Asset Management
Tennessee
$477K -$25.1K -55 -5%
DWG
1323
Darden Wealth Group
Michigan
$477K – – –
HCM
1324
Harvey Capital Management
Florida
$477K – – –
MFC
1325
Mechanics Financial Corp
Ohio
$477K – – –
51 52
53
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