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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1376
Beese Fulmer Investment Management
Ohio
$213K +$213K +1,865 New
SFG
1377
Sunburst Financial Group
Alabama
$213K -$22.5K -197 -10%
GPW
1378
Genesis Private Wealth
Virginia
$213K -$21.1K -185 -9%
LCM
1379
LCM Capital Management
Illinois
$212K – – –
ZIC
1380
ZWJ Investment Counsel
Georgia
$211K +$7.53K +66 +4%
JFGLC
1381
Johnson Financial Group LLC (Colorado)
Colorado
$211K +$913 +8 +0.4%
CWG
1382
Cornerstone Wealth Group
North Carolina
$209K -$11K -96 -5%
RFS
1383
RM Financial Services
Maine
$209K – – –
HBS
1384
Howard Bailey Securities
Indiana
$208K +$208K +1,821 New
BOSSRA
1385
B.O.S.S. Retirement Advisors
Utah
$207K -$143K -1,255 -41%
SIA
1386
Strategic Investment Advisors
Michigan
$206K +$14.9K +131 +8%
BCM
1387
Berbice Capital Management
New York
$206K -$367K -3,213 -64%
IBOK
1388
Independence Bank of Kentucky
Kentucky
$206K -$5.71K -50 -3%
OL
1389
Optas LLC
Texas
$206K -$913 -8 -0.4%
KJWM
1390
Kiley Juergens Wealth Management
Washington
$205K -$22.8K -200 -10%
EWM
1391
Evercore Wealth Management
New York
$204K – – –
KIM
1392
Kestra Investment Management
Texas
$204K -$16.2K -142 -7%
PWA
1393
Portus Wealth Advisors
North Carolina
$202K – – –
SWASL
1394
Spartan Wealth Advisory Services LLC
Michigan
$202K -$39.7K -348 -16%
LA
1395
Legacy Advisors
Pennsylvania
$202K +$1.6K +14 +0.8%
AIA
1396
Arbor Investment Advisors
North Carolina
$202K +$202K +1,768 New
KA
1397
Kozak & Associates
Colorado
$202K -$53.2K -466 -22%
PPC
1398
Pennington Partners & Co
Maryland
$201K -$5.71K -50 -3%
FFG
1399
Fiduciary Financial Group
California
$201K +$200K +1,756 New
DIM
1400
DLK Investment Management
California
$200K +$346K +3,030 New
54 55
56
57 58