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SLB Ltd
SLB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
776
Copeland Capital Management
Pennsylvania
$1.01M +$925K +18,346 New
ADL
777
Asset Dedication LLC
California
$1M -$18.9K -374 -2%
V
778
ViaWealth
Kansas
$999K +$958 +19 +0.1%
GVAG
779
Great Valley Advisor Group
Delaware
$991K +$160K +3,171 +21%
FCP
780
Fidelis Capital Partners
Florida
$982K -$20.3K -402 -2%
SCI
781
Stableford Capital II
Arizona
$981K -$6.96K -138 -0.8%
HSA
782
HBK Sorce Advisory
Pennsylvania
$979K -$69.3K -1,374 -7%
LF
783
LifePlan Financial
Minnesota
$979K -$134K -2,651 -13%
LCGC
784
Legacy Capital Group California
California
$979K +$900K +17,854 New
CA
785
Crumly & Associates
Illinois
$963K -$336K -6,674 -28%
CAM
786
Cubic Asset Management
Massachusetts
$961K +$5.29K +105 +0.6%
PPW
787
Parcion Private Wealth
Washington
$961K – – –
LAM
788
LifePro Asset Management
California
$956K -$3M -59,545 -77%
HIA
789
Harbor Investment Advisory
Maryland
$956K -$119K -2,364 -12%
JWCA
790
J.W. Cole Advisors
Florida
$950K +$107K +2,118 +14%
CWA
791
Consilium Wealth Advisory
Texas
$945K -$79.1K -1,569 -8%
NAS
792
Nicolet Advisory Services
Wisconsin
$941K +$27.1K +537 +3%
FHA
793
First Horizon Advisors
Tennessee
$936K -$11.1K -221 -1%
SAMC
794
Spectrum Asset Management (California)
California
$931K -$58.7K -1,164 -6%
BA
795
BCM Advisors
Louisiana
$928K +$10.3K +204 +1%
SPC
796
Sigma Planning Corp
Michigan
$920K +$393K +7,789 +87%
ACM
797
Allred Capital Management
Texas
$916K +$706 +14 +0.1%
MC
798
Mathes Company
New York
$915K +$572K +11,350 +212%
HT
799
Heritage Trust
Oklahoma
$905K +$209K +4,140 +33%
NFA
800
Northern Financial Advisors
Michigan
$904K -$18.9K -374 -2%
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