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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
701
Tower Wealth Partners
Pennsylvania
$248K +$6.24K +105 +3%
RIG
702
Roosevelt Investment Group
New York
$246K -$86.8K -1,459 -23%
KPWS
703
Kestra Private Wealth Services
Texas
$244K -$20.3K -342 -7%
NFSG
704
Newbridge Financial Services Group
Florida
$242K +$245K +4,114 +666%
TP
705
Tranquility Partners
Tennessee
$239K +$3.92K +66 +1%
BS
706
Boenning & Scattergood
Pennsylvania
$238K +$1.07K +18 +0.4%
DA
707
DSC Advisors
Illinois
$237K -$19.3K -325 -7%
CCG
708
Chatham Capital Group
Georgia
$236K – – –
CAM
709
Carret Asset Management
New York
$233K – – –
MHR
710
Matthew Hamilton Rosenberg
$233K +$1.01K +17 +0.4%
SC
711
Searle & Co
Connecticut
$231K – – –
CA
712
Calton & Associates
Florida
$230K +$5.47K +92 +2%
BFG
713
Barber Financial Group
Kansas
$228K +$1.49K +25 +0.6%
HCA
714
Heck Capital Advisors
Wisconsin
$228K +$4.7K +79 +2%
PWP
715
Pursue Wealth Partners
California
$227K +$1.78K +30 +0.7%
TIM
716
Thompson Investment Management
Wisconsin
$226K – – –
NC
717
NovaPoint Capital
Georgia
$225K – – –
HNWAG
718
High Net Worth Advisory Group
Florida
$223K – – –
DIA
719
Dana Investment Advisors
Wisconsin
$223K +$14.7K +247 +6%
HI
720
Horizon Investments
North Carolina
$223K +$35.6K +598 +16%
BSW
721
Buckingham Strategic Wealth
Missouri
$222K -$35.5K -597 -12%
CG
722
Colony Group
Massachusetts
$222K -$11.7K -196 -4%
FDCDDQ
723
Federation des caisses Desjardins du Quebec
Quebec, Canada
$221K – – –
FMAEN1
724
Fund Management at Engine No 1
California
$220K -$12.3K -207 -5%
1IA
725
1620 Investment Advisors
Massachusetts
$219K -$892 -15 -0.3%
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