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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2051
Kathmere Capital Management
Pennsylvania
$476K +$32K +89 +7%
MC
2052
Merlin Capital
Rhode Island
$475K -$11.9K -33 -2%
HC
2053
Hendley & Co
Ohio
$474K – – –
MC
2054
Matisse Capital
Oregon
$474K – – –
KWM
2055
Kolinsky Wealth Management
New Jersey
$474K +$29.8K +83 +7%
TA
2056
TruWealth Advisors
Louisiana
$472K -$1.21M -3,378 -72%
SYBT
2057
Stock Yards Bank & Trust
Kentucky
$472K +$4.31K +12 +0.9%
WP
2058
WealthShield Partners
North Carolina
$471K -$284K -791 -38%
GCP
2059
GSA Capital Partners
United Kingdom
$469K +$39.2K +109 +9%
KFGK
2060
Keystone Financial Group (Kentucky)
Kentucky
$467K -$11.1K -31 -2%
CA
2061
CV Advisors
Florida
$466K -$1.72M -4,775 -79%
ARG
2062
Advisory Resource Group
Oklahoma
$466K +$47.1K +131 +11%
SIC
2063
Sterling Investment Counsel
New York
$464K -$144K -401 -24%
OPPTF
2064
OPSEU Pension Plan Trust Fund
Ontario, Canada
$463K +$9.71K +27 +2%
NB
2065
Northwest Bancshares
Pennsylvania
$462K – – –
AWS
2066
AJ Wealth Strategies
New York
$461K – – –
SFWA
2067
Summit Financial Wealth Advisors
Louisiana
$460K +$2.88K +8 +0.6%
GAM
2068
Grandview Asset Management
Pennsylvania
$458K +$27.7K +77 +6%
LSA
2069
L & S Advisors
California
$457K -$189K -526 -29%
VC
2070
Veery Capital
Delaware
$457K -$10.1K -28 -2%
1WA
2071
180 Wealth Advisors
Washington
$457K -$8.63K -24 -2%
TSWM
2072
Triangle Securities Wealth Management
North Carolina
$456K -$30.6K -85 -6%
GIP
2073
Greatmark Investment Partners
Georgia
$454K +$62.9K +175 +16%
PWM
2074
Prentice Wealth Management
New York
$453K +$27.3K +76 +6%
MSR
2075
Main Street Research
Connecticut
$452K -$597K -1,661 -57%
81 82
83
84 85