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Name Holding Trade Value Shares
Change 		Change in
Stake
BAC
951
Boys Arnold & Co
North Carolina
$401K +$7.41K +250 +2%
PP
952
PagnatoKarp Partners
Virginia
$400K +$46K +1,550 +14%
TCM
953
Telos Capital Management
California
$398K +$14.8K +500 +4%
M
954
Mirova
France
$398K +$210K +7,090 +136%
CL
955
Choreo LLC
Illinois
$398K +$365K +12,310 New
MIP
956
Marietta Investment Partners
Wisconsin
$396K +$7.41K +250 +2%
MFG
957
Magnus Financial Group
New York
$395K -$125K -4,210 -26%
HFG
958
Heron Financial Group
New York
$393K +$312K +10,520 New
SWIG
959
Strategic Wealth Investment Group
Kentucky
$392K +$359K +12,100 New
LC
960
Lavaca Capital
Texas
$390K -$1.27M -42,960 -78%
TL
961
TrueWealth LLC
Georgia
$390K +$2.08K +70 +0.6%
EW
962
Evoke Wealth
California
$390K -$20.2K -680 -5%
SFO
963
Stokes Family Office
Louisiana
$387K +$353K +11,910 New
FI
964
FormulaFolio Investments
Michigan
$386K -$338K -11,390 -49%
MFW
965
Meristem Family Wealth
Minnesota
$383K – – –
KFC
966
Klingenstein Fields & Co
New York
$382K -$22.5K -760 -6%
EWA
967
Exencial Wealth Advisors
Oklahoma
$381K -$56.3K -1,900 -14%
CCT
968
Country Club Trust
Missouri
$381K -$9.19K -310 -3%
PPP
969
Private Portfolio Partners
New Jersey
$380K -$10.1K -340 -3%
UAS
970
United Asset Strategies
New York
$379K – – –
KA
971
Kovack Advisors
Florida
$377K -$230K -7,760 -40%
NFG
972
Nadler Financial Group
Illinois
$377K -$31.1K -1,050 -8%
HFS
973
Howard Financial Services
Texas
$375K -$5.93K -200 -2%
MAM
974
Meeder Asset Management
Ohio
$373K +$14.2K +480 +4%
TPA
975
Trivium Point Advisory
Connecticut
$371K +$68.2K +2,300 +25%
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