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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
2251
Sustainable Insight Capital Management
New York
$232K -$128K -700 -37%
CTA
2252
Colonial Trust Advisors
South Carolina
$231K +$219K +1,198 New
CIC
2253
Crawford Investment Counsel
Georgia
$230K +$217K +1,190 New
DE
2254
Day & Ennis
Georgia
$230K +$217K +1,190 New
NIC
2255
Northwest Investment Counselors
Oregon
$229K +$217K +1,186 New
AIP
2256
Almanack Investment Partners
Pennsylvania
$227K +$215K +1,178 New
JCM
2257
Jag Capital Management
Missouri
$227K +$215K +1,174 New
ODG
2258
O'Dell Group
Ohio
$227K +$215K +1,174 New
PFA
2259
Pathway Financial Advisors
Vermont
$227K +$215K +1,176 New
AAP
2260
Arax Advisory Partners
Colorado
$226K +$214K +1,170 New
V
2261
VeraBank
Texas
$226K +$214K +1,173 New
S
2262
Surevest
California
$225K -$65.2K -357 -23%
DP
2263
Dearborn Partners
Illinois
$225K +$213K +1,166 New
HP
2264
HT Partners
Connecticut
$224K +$212K +1,159 New
GG
2265
GenWealth Group
New Jersey
$222K +$208K +1,140 New
PB
2266
Pinnacle Bancorp
Nebraska
$220K – – –
TSWM
2267
Triangle Securities Wealth Management
North Carolina
$219K +$204K +1,118 New
SWRP
2268
Summit Wealth & Retirement Planning
California
$218K +$207K +1,132 New
MAM
2269
Marquette Asset Management
Minnesota
$217K – – –
AWMG
2270
Alliance Wealth Management Group
New Jersey
$217K +$206K +1,125 New
BMO
2271
Beck Mack & Oliver
New York
$217K +$206K +1,125 New
UBV
2272
United Bank (Virginia)
Virginia
$216K -$62.5K -342 -23%
FC
2273
FCA Corp
Texas
$216K +$205K +1,121 New
OIWM
2274
OptiFour Integrated Wealth Management
Virginia
$215K +$203K +1,112 New
SEIA
2275
Signature Estate & Investment Advisors
California
$215K +$204K +1,118 New
89 90
91
92 93