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Stanley Black & Decker
SWK

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
451
Johnson Investment Counsel
Ohio
$362K +$301K +3,841 New
WA
452
Waverly Advisors
Alabama
$360K +$300K +3,830 New
GWP
453
Gen-Wealth Partners
Michigan
$359K -$30.6K -391 -9%
VSQM
454
V-Square Quantitative Management
Illinois
$351K +$2.27K +29 +0.8%
JWCA
455
J.W. Cole Advisors
Florida
$347K +$289K +3,692 New
EPW
456
Evolve Private Wealth
California
$345K -$401K -5,112 -58%
WANY
457
Wealthspire Advisors (New York)
New York
$345K +$287K +3,669 New
CIA
458
Concurrent Investment Advisors
Florida
$345K -$4.16M -53,064 -94%
PFGIA
459
Patriot Financial Group Insurance Agency
Massachusetts
$344K -$285K -3,640 -50%
VA
460
VestGen Advisors
Illinois
$339K -$13.2K -168 -4%
SFSG
461
Sound Financial Strategies Group
Mississippi
$338K +$27.2K +347 +11%
MGIA
462
Moneta Group Investment Advisors
Missouri
$337K -$1.41K -18 -0.5%
BFS
463
Bradley Foster & Sargent
Connecticut
$333K – – –
WSA
464
Wealth Science Advisors
Georgia
$331K +$34K +434 +14%
IFU
465
iSAM Funds (UK)
United Kingdom
$329K +$274K +3,500 New
IWP
466
Innova Wealth Partners
Pennsylvania
$329K -$1.18K -15 -0.4%
MCP
467
Martin Capital Partners
Oregon
$328K -$294K -3,753 -52%
DADC
468
D.A. Davidson & Co
Montana
$327K -$1.96K -25 -0.7%
AMG
469
Advisors Management Group
Wisconsin
$325K -$11.8K -150 -4%
MG
470
Marex Group
$324K -$4.07K -52 -1%
EH
471
Equitable Holdings
New York
$322K +$44.5K +568 +20%
CPCPP
472
Canada Post Corporation Pension Plan
Canada
$318K – – –
MCM
473
Mendel Capital Management
Arkansas
$317K -$29.3K -374 -10%
AZ
474
Alpha Zero
Florida
$316K – – –
CRC
475
Curi RMB Capital
Illinois
$315K +$4K +51 +2%
17 18
19
20 21