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Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
826
FourThought Financial Partners
Florida
$236K +$20.6K +450 +9%
CCM
827
Copeland Capital Management
Pennsylvania
$234K -$10.5K -230 -4%
RA
828
Ruggaard & Associates
Ohio
$234K +$687 +15 +0.3%
MPWT
829
MassMutual Private Wealth & Trust
Connecticut
$234K +$75.1K +1,640 +45%
TIA
830
Tiemann Investment Advisors
California
$233K +$5.73K +125 +2%
FCP
831
Fidelis Capital Partners
Florida
$232K -$4.35K -95 -2%
PIMG
832
Patriot Investment Management Group
Tennessee
$232K +$1.15K +25 +0.5%
CWM
833
Cornerstone Wealth Management
Missouri
$229K -$9.85K -215 -4%
MYAM
834
Meiji Yasuda Asset Management
Japan
$228K -$13.7K -300 -5%
AMBIA
835
Allen Mooney & Barnes Investment Advisors
Georgia
$226K +$229 +5 +0.1%
VAS
836
Vestmark Advisory Solutions
Massachusetts
$224K +$232K +5,065 New
PI
837
PFG Investments
New York
$222K -$114K -2,480 -33%
HPC
838
HM Payson & Co
Maine
$222K +$121K +2,650 +112%
PA
839
Probity Advisors
Texas
$222K +$230K +5,015 New
AGP
840
Autumn Glory Partners
Texas
$221K – – –
SBWIC
841
Schaper Benz & Wise Investment Counsel
Wisconsin
$221K – – –
GCMG
842
Gyroscope Capital Management Group
Florida
$221K +$229K +5,000 New
MIM
843
Merrion Investment Management
New Jersey
$221K +$229K +5,000 New
LSC
844
Lesa Sroufe & Co
Washington
$221K – – –
ETIA
845
Epic Trust Investment Advisors
Washington
$219K +$227K +4,955 New
KI
846
Kapitalo Investimentos
Brazil
$219K +$227K +4,950 New
SFG
847
Synergy Financial Group
California
$217K -$10.5K -230 -4%
PWPS
848
Pinnacle Wealth Planning Services
Ohio
$216K +$2.52K +55 +1%
HFP
849
Holistic Financial Partners
Indiana
$216K – – –
AMR
850
Asset Management Resources
Massachusetts
$216K +$11.9K +260 +6%
32 33
34
35 36