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Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
2251
Israel Discount Bank of New York
New York
$222K -$25.1K -1,125 -10%
MFW
2252
Meristem Family Wealth
Minnesota
$222K -$872 -39 -0.4%
CWM
2253
Centric Wealth Management
Illinois
$222K +$177K +7,931 New
BWP
2254
Baldwin Wealth Partners
Massachusetts
$220K -$8.58K -384 -4%
HA
2255
Hamel Associates
New Jersey
$220K – – –
CA
2256
Crewe Advisors
Utah
$220K +$68.7K +3,074 +43%
RGC
2257
Roberts, Glore & Co
Illinois
$219K -$4.45K -199 -2%
MCG
2258
McCollum Christoferson Group
New York
$219K +$228K +10,188 New
TC
2259
TAP Consulting
Missouri
$218K -$57.2K -2,558 -20%
FM
2260
Family Management
New York
$218K -$18K -804 -7%
AIM
2261
Aspen Investment Management
Michigan
$217K -$3.71K -166 -2%
IFS
2262
Ifrah Financial Services
Arkansas
$217K -$2.03K -91 -0.9%
TIM
2263
Total Investment Management
Arizona
$215K +$235K +10,521 New
NIM
2264
NuWave Investment Management
New Jersey
$214K -$35.8K -1,600 -14%
EC
2265
EJF Capital
Virginia
$214K – – –
FCT
2266
Family Capital Trust
Massachusetts
$214K – – –
M
2267
Mirova
France
$214K +$4.56K +204 +2%
AAIM
2268
Asset Advisors Investment Management
Georgia
$214K +$44.4K +1,986 +25%
IA
2269
IFG Advisors
Missouri
$213K – – –
AC
2270
Avestar Capital
New York
$213K +$230K +10,293 New
HIS
2271
Horizon Investment Services
Indiana
$212K -$44.3K -1,982 -17%
RPG
2272
Resource Planning Group
Georgia
$212K -$43.9K -1,966 -17%
KLI
2273
Kelman-Lazarov Inc
Tennessee
$212K -$4.13K -185 -2%
FCMC
2274
Founders Capital Management (Connecticut)
Connecticut
$211K – – –
CWP
2275
Capital Wealth Planning
Florida
$210K -$60.2K -2,694 -22%
89 90
91
92 93