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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3201
Bolthouse Investments
California
$410K +$266K +355 New
CCM
3202
Charter Capital Management
Wisconsin
$410K +$266K +355 New
BIA
3203
Barry Investment Advisors
Massachusetts
$410K +$266K +355 New
AWA
3204
Archvest Wealth Advisors
California
$409K +$266K +355 New
BHPW
3205
Beverly Hills Private Wealth
California
$409K +$265K +354 New
DP
3206
Dearborn Partners
Illinois
$409K +$265K +354 New
RIM
3207
Rockbridge Investment Management
New York
$409K +$265K +354 New
TWM
3208
Tortuga Wealth Management
California
$407K +$265K +353 New
IWS
3209
Intentional Wealth Strategies
Colorado
$407K +$6.75K +9 +3%
HNWA
3210
Henrickson Nauta Wealth Advisors
Michigan
$407K +$264K +352 New
SFSG
3211
Sound Financial Strategies Group
Mississippi
$406K +$264K +352 New
JGCM
3212
Joseph Group Capital Management
Ohio
$404K +$84K +112 +47%
STB
3213
S&T Bank
Pennsylvania
$404K +$145K +193 +123%
1W
3214
1776 Wealth
Georgia
$404K +$262K +350 New
SHFP
3215
Second Half Financial Partners
Florida
$404K +$262K +350 New
AGA
3216
Accuvest Global Advisors
Utah
$404K +$262K +350 New
NFP
3217
Narus Financial Partners
Utah
$403K +$262K +350 New
FA
3218
Fagan Associates
New York
$402K +$261K +348 New
EA
3219
Echo45 Advisors
California
$401K +$260K +347 New
MCI
3220
MRP Capital Investments
Georgia
$400K +$150K +200 +137%
LT
3221
Legacy Trust
Michigan
$399K -$992K -1,323 -79%
JWM
3222
JDH Wealth Management
California
$399K +$259K +346 New
ABC
3223
Associated Banc-Corp
Wisconsin
$397K +$258K +344 New
ANBT
3224
American National Bank & Trust
Texas
$397K +$44.2K +59 +21%
BFWA
3225
Benchmark Financial Wealth Advisors
Florida
$396K +$257K +343 New
127 128
129
130 131