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Name Holding Trade Value Shares
Change 		Change in
Stake
MKA
1751
M. Kulyk & Associates
Georgia
$861K -$111K -357 -13%
AB
1752
Atlas Brown
Kentucky
$860K +$6.54K +21 +0.9%
CIA
1753
Capital Impact Advisors
Massachusetts
$859K +$745K +2,391 New
CG
1754
Clarus Group
Texas
$858K – – –
AC
1755
ASB Consultores
Florida
$856K +$165K +531 +29%
TF
1756
TimeScale Financial
Massachusetts
$855K +$9.34K +30 +1%
RBC
1757
Rye Brook Capital
Connecticut
$851K – – –
RDFA
1758
Ritter Daniher Financial Advisory
Ohio
$851K +$107K +345 +17%
PFS
1759
Physicians Financial Services
North Carolina
$848K +$43.9K +141 +6%
S
1760
Schroders
United Kingdom
$848K +$735K +2,361 New
SCM
1761
Schnieders Capital Management
California
$847K -$52.3K -168 -7%
CCM
1762
Carlson Capital Management
Minnesota
$847K +$18.7K +60 +3%
TIAM2
1763
Tru Independence Asset Management 2
Oregon
$845K -$542K -1,740 -43%
OIA
1764
Optimum Investment Advisors
Illinois
$845K +$17.8K +57 +2%
LWP
1765
Lumature Wealth Partners
Georgia
$843K -$229K -735 -24%
MNBTD
1766
Moody National Bank Trust Division
Texas
$842K +$13.1K +42 +2%
DBT
1767
Dubuque Bank & Trust
Iowa
$840K – – –
BMC
1768
Beaton Management Company
Massachusetts
$838K +$28K +90 +4%
PFM
1769
Phillips Financial Management
Indiana
$838K +$726K +2,331 New
FMWA
1770
Forvis Mazars Wealth Advisors
Missouri
$837K -$934 -3 -0.1%
HT
1771
HighTower Trust
Texas
$836K -$3.74K -12 -0.5%
FLPIM
1772
F.L. Putnam Investment Management
Massachusetts
$835K -$76.6K -246 -10%
AF
1773
Aldebaran Financial
$835K -$69.1K -222 -9%
VCM
1774
Virtue Capital Management
Tennessee
$832K -$75.7K -243 -9%
IAG
1775
Investmark Advisory Group
Connecticut
$831K +$18.7K +60 +3%
69 70
71
72 73