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Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1951
Relyea Zuckerberg Hanson
Connecticut
$1.1M +$134K +1,523 +15%
CFP
1952
Cascade Financial Partners
California
$1.1M +$297K +3,370 +42%
UAML
1953
US Asset Management LLC
Pennsylvania
$1.1M -$3.52K -40 -0.3%
SSCM
1954
Spectrum Strategic Capital Management
Oregon
$1.1M +$95K +1,078 +10%
SCM
1955
Steele Capital Management
Iowa
$1.1M -$176 -2 -0%
FDS
1956
First Dallas Securities
Texas
$1.1M +$594K +6,738 +143%
PCM
1957
Pointe Capital Management
Michigan
$1.1M +$45.5K +516 +5%
CF
1958
Convergence Financial
Missouri
$1.1M +$513K +5,821 +104%
MBWA
1959
Marin Bay Wealth Advisors
California
$1.1M +$344K +3,902 +47%
TAM
1960
Titleist Asset Management
Texas
$1.09M +$491K +5,568 +96%
WPC
1961
Waters Parkerson & Co
Louisiana
$1.09M -$56.1K -637 -5%
ICP
1962
Interchange Capital Partners
Pennsylvania
$1.09M -$1.04M -11,853 -80%
MP
1963
McDonald Partners
Ohio
$1.09M -$57.3K -650 -5%
CFO
1964
Cambient Family Office
Michigan
$1.09M +$202K +2,289 +25%
ST
1965
Smithfield Trust
Pennsylvania
$1.08M +$222K +2,520 +29%
WAM
1966
WealthTrust Asset Management
Florida
$1.08M -$176 -2 -0%
TFG
1967
Taylor Financial Group
Virginia
$1.08M +$97.4K +1,105 +11%
BSB
1968
Bangor Savings Bank
Maine
$1.08M +$984K +11,168 +22,336%
1CP
1969
17 Capital Partners
Arizona
$1.08M -$6.08K -69 -0.6%
RWP
1970
Revolve Wealth Partners
New Jersey
$1.08M +$68.6K +778 +7%
SP
1971
Stonebrook Private
Michigan
$1.08M -$33.2K -377 -3%
MCM
1972
Monument Capital Management
Virginia
$1.08M -$33.2K -377 -3%
DFA
1973
Delta Financial Advisors
Louisiana
$1.07M +$500K +5,675 +103%
SW
1974
Solidarity Wealth
Utah
$1.07M +$985K +11,178 New
AL
1975
Aspiriant LLC
California
$1.07M -$198K -2,245 -17%
77 78
79
80 81