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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
3951
Lakeshore Financial Planning
Michigan
$434K – – –
PCM
3952
Payne Capital Management
New York
$434K +$435K +741 New
DTC
3953
Davidson Trust Company
Washington
$433K – – –
FDCP
3954
Foster Dykema Cabot & Partners
Massachusetts
$433K +$376K +640 +640%
HFA
3955
Highland Financial Advisors
New Jersey
$433K – – –
DDC
3956
DF Dent & Co
Maryland
$433K -$4.7K -8 -1%
IA
3957
IMZ Advisory
Florida
$432K +$587 +1 +0.1%
PCM
3958
Polymer Capital Management
New York
$432K +$433K +737 New
HPIA
3959
Hamilton Point Investment Advisors
North Carolina
$431K +$32.3K +55 +8%
CPCP
3960
Cedar Point Capital Partners
Iowa
$431K +$11.2K +19 +3%
SHWM
3961
Smith & Howard Wealth Management
Georgia
$429K -$58.7K -100 -12%
W
3962
Wealthquest
Ohio
$429K +$60.5K +103 +16%
TF
3963
Tudor Financial
Ohio
$428K +$125K +213 +41%
SCM
3964
Stordahl Capital Management
Colorado
$428K +$429K +731 New
SPP
3965
Single Point Partners
Massachusetts
$425K +$587 +1 +0.1%
MIG
3966
McGuire Investment Group
Rhode Island
$422K – – –
LAM
3967
Lingohr Asset Management
Germany
$422K -$735K -1,253 -64%
AWM
3968
Accel Wealth Management
Iowa
$422K +$12.9K +22 +3%
BIA
3969
Bell Investment Advisors
California
$422K -$20.5K -35 -5%
HTHT
3970
Hemenway Trust Hemenway Trust
New Hampshire
$421K +$20K +34 +5%
RCA
3971
Riverview Capital Advisers
Massachusetts
$421K -$2.35K -4 -0.6%
SWM
3972
Schwallier Wealth Management
Michigan
$421K +$11.2K +19 +3%
API
3973
Asset Planning Inc
California
$420K +$421K +718 New
FWA
3974
FSC Wealth Advisors
New York
$420K -$587 -1 -0.1%
PK
3975
Pflug Koory
Nebraska
$420K – – –
157 158
159
160 161