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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1626
Fountainhead AM
New Jersey
$455K +$1.54K +13 +0.3%
JE
1627
JMAC Enterprises
Pennsylvania
$455K +$16.8K +142 +3%
NSIM
1628
North Star Investment Management
Illinois
$450K – – –
AC
1629
Apella Capital
Connecticut
$450K +$473 +4 +0.1%
BCAM
1630
Boston Common Asset Management
Massachusetts
$448K +$44.5K +376 +9%
WFI
1631
West Family Investments
California
$448K +$180K +1,522 +53%
SWM
1632
Scissortail Wealth Management
Oklahoma
$446K -$24K -203 -7%
SFS
1633
Summit Financial Strategies
Ohio
$446K +$11K +93 +2%
IP
1634
Intellectus Partners
California
$444K -$11.2K -95 -2%
SDAM
1635
Shulman DeMeo Asset Management
New York
$444K +$828 +7 +0.2%
NHC
1636
Nicholas Hoffman & Company
Georgia
$444K +$6.39K +54 +1%
ARC
1637
Advisor Resource Council
Texas
$444K +$513K +4,338 New
FSC
1638
Full Sail Capital
Oklahoma
$443K -$7.57K -64 -1%
PO
1639
Private Ocean
California
$442K -$1.89K -16 -0.4%
ACH
1640
ArrowMark Colorado Holdings
Colorado
$442K +$51.7K +437 +11%
AIM
1641
Acropolis Investment Management
Missouri
$440K -$46.6K -394 -8%
TFP
1642
Tilia Fiduciary Partners
North Carolina
$439K +$60.8K +514 +14%
6F
1643
626 Financial
Michigan
$436K – – –
GL
1644
Graypoint LLC
New York
$436K +$102K +859 +25%
NL
1645
NKCFO LLC
Illinois
$435K – – –
WA
1646
Waverly Advisors
Alabama
$434K +$101K +854 +25%
HI
1647
Harbour Investments
Wisconsin
$433K +$501K +4,238 New
BFIM
1648
Beese Fulmer Investment Management
Ohio
$432K -$146K -1,238 -23%
SIC
1649
Samalin Investment Counsel
New York
$432K -$33.4K -282 -6%
TW
1650
TrinityPoint Wealth
Connecticut
$431K -$5.79K -49 -1%
64 65
66
67 68