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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1451
Signify Wealth
Missouri
$576K -$21.5K -99 -4%
FP
1452
Foundry Partners
Minnesota
$576K +$16.3K +75 +3%
BFM
1453
Boston Financial Management
Massachusetts
$574K – – –
EPA
1454
Element Pointe Advisors
Florida
$574K – – –
OC
1455
Oarsman Capital
Wisconsin
$574K – – –
TPA
1456
Trivium Point Advisory
Connecticut
$574K +$18.9K +87 +4%
SAM
1457
Summit Asset Management
Tennessee
$572K – – –
OL
1458
Optas LLC
Texas
$571K +$16.3K +75 +3%
MSS
1459
Mitchell Sinkler & Starr
Pennsylvania
$570K -$326K -1,500 -37%
EHC
1460
Everett Harris & Co
California
$570K +$18.2K +84 +3%
WAS
1461
Winch Advisory Services
Wisconsin
$570K +$40.4K +186 +8%
AF
1462
Aldebaran Financial
$566K -$32.6K -150 -6%
CCT
1463
Country Club Trust
Missouri
$566K +$144K +663 +36%
MKA
1464
M. Kulyk & Associates
Georgia
$564K – – –
BA
1465
Bristlecone Advisors
Washington
$563K – – –
MW
1466
Marcum Wealth
Ohio
$561K -$224K -1,032 -29%
AFS
1467
Axiom Financial Strategies
Indiana
$561K – – –
ADL
1468
Asset Dedication LLC
California
$560K +$230K +1,059 +74%
MCM
1469
Maple Capital Management
Vermont
$559K +$57.3K +264 +13%
FAB
1470
First American Bank
Illinois
$557K – – –
HCM
1471
Hall Capital Management
Rhode Island
$557K +$534K +2,460 New
FWM
1472
Foresight Wealth Management
Utah
$555K -$130K -600 -20%
WHG
1473
Westwood Holdings Group
Texas
$555K +$9.77K +45 +2%
FRA
1474
Frank Rimerman Advisors
California
$555K -$40.4K -186 -7%
PP
1475
Patron Partners
Texas
$554K +$35.8K +165 +7%
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