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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1701
Symphony Financial
Texas
$231K +$236K +3,137 New
FCBT
1702
First Citizens Bank & Trust
North Carolina
$228K -$124K -1,652 -35%
SAM
1703
Shone Asset Management
California
$228K – – –
CIP
1704
Convergence Investment Partners
Florida
$227K +$232K +3,084 New
EPWM
1705
Essex Private Wealth Management
Massachusetts
$226K +$231K +3,073 New
BL
1706
BFSG LLC
California
$226K +$231K +3,075 New
CA
1707
Callahan Advisors
Texas
$226K +$231K +3,075 New
AAP
1708
Arax Advisory Partners
Colorado
$225K +$225 +3 +0.1%
FIM
1709
Frontier Investment Management
Texas
$225K +$229K +3,051 New
ZIC
1710
ZWJ Investment Counsel
Georgia
$223K -$170K -2,258 -43%
EWM
1711
Evermay Wealth Management
Virginia
$223K -$4.51K -60 -2%
PIM
1712
Penobscot Investment Management
Massachusetts
$223K +$228K +3,030 New
ACA
1713
Affinity Capital Advisors
California
$222K +$12.7K +169 +6%
BL
1714
Balentine LLC
Georgia
$222K +$92.4K +1,229 +69%
BCM
1715
Bluefin Capital Management
New York
$222K +$226K +3,010 New
IF
1716
IRON Financial
Illinois
$221K -$59.8K -796 -21%
FPA
1717
First Pacific Advisors
California
$221K +$225K +3,000 New
GA
1718
GFS Advisors
Texas
$221K +$225K +3,000 New
WMC
1719
Westwood Management Corporation
Illinois
$221K +$225K +3,000 New
LIM
1720
Leavell Investment Management
Alabama
$220K -$11.3K -150 -5%
AP
1721
Appleton Partners
Massachusetts
$220K -$10.6K -141 -4%
PWA
1722
Physician Wealth Advisors
Utah
$219K +$10.1K +135 +5%
SRC
1723
Sage Rhino Capital
California
$219K +$224K +2,979 New
LWM
1724
Liberty Wealth Management
California
$218K -$8.42K -112 -4%
MWPCG
1725
Measured Wealth Private Client Group
New Hampshire
$218K +$223K +2,966 New
67 68
69
70 71