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Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
1676
Family Legacy Inc
South Carolina
$698K -$503K -20,522 -43%
FC
1677
Ferris Capital
Massachusetts
$698K -$31.6K -1,288 -4%
CIP
1678
Cornerstone Investment Partners
Georgia
$697K +$28.5K +1,165 +4%
WCM
1679
Weik Capital Management
Pennsylvania
$696K -$107K -4,382 -14%
KFA
1680
Kelleher Financial Advisors
New York
$695K -$29.6K -1,210 -4%
IWP
1681
Icon Wealth Partners
Texas
$695K +$226K +9,235 +51%
NIA
1682
Northstar Investment Advisors
Colorado
$694K – – –
KTM
1683
Keeler Thomas Management
Utah
$693K +$117K +4,761 +21%
BMCM
1684
Bryn Mawr Capital Management
Pennsylvania
$692K -$28.4K -1,158 -4%
SAM
1685
Sompo Asset Management
Japan
$692K +$661 +27 +0.1%
PBO
1686
Peoples Bank (Ohio)
Ohio
$689K -$16.2K -662 -2%
GLI
1687
Guardian Life Insurance
New York
$689K +$16.5K +674 +3%
SWM
1688
Segment Wealth Management
Texas
$687K -$25.8K -1,052 -4%
AAP
1689
Arax Advisory Partners
Colorado
$686K -$85.1K -3,476 -11%
IIC
1690
Integrated Investment Consultants
Michigan
$686K -$38K -1,550 -5%
AWM
1691
AllSquare Wealth Management
New York
$686K +$32.5K +1,328 +5%
VFPI
1692
Vantage Financial Partners (Illinois)
Illinois
$685K -$144K -5,893 -18%
CC
1693
Cedar Capital
Illinois
$683K -$84.8K -3,462 -11%
SHA
1694
Seneca House Advisors
Virginia
$682K +$248K +10,112 +60%
SMG
1695
Smart Money Group
Texas
$681K +$658K +26,849 New
LC
1696
Lourd Capital
California
$676K -$1.72K -70 -0.3%
CWM
1697
Connecticut Wealth Management
Connecticut
$676K +$23.4K +955 +4%
PIA
1698
Pinion Investment Advisors
Kansas
$674K -$52.7K -2,150 -7%
JGUA
1699
John G. Ullman & Associates
New York
$674K +$217K +8,879 +50%
BA
1700
BKS Advisors
Michigan
$672K -$57.2K -2,334 -8%
66 67
68
69 70