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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1176
Colonial Trust
South Carolina
$10.8M -$363K -1,041 -3%
MCM
1177
Mitchell Capital Management
Kansas
$10.8M -$1.21M -3,474 -10%
NCM
1178
Nelson Capital Management
California
$10.8M +$115K +329 +1%
FB
1179
Fulton Bank
Pennsylvania
$10.8M -$297K -853 -3%
BWS
1180
Buck Wealth Strategies
Colorado
$10.8M +$1.03M +2,960 +11%
MC
1181
Mirabaud & Cie
Switzerland
$10.7M +$104K +298 +1%
CPA
1182
Capital Planning Advisors
California
$10.6M -$215K -616 -2%
CWP
1183
Cyndeo Wealth Partners
Florida
$10.6M +$443K +1,271 +4%
FRA
1184
Frank Rimerman Advisors
California
$10.5M +$275K +788 +3%
PCG
1185
Prosperity Consulting Group
Maryland
$10.5M -$224K -644 -2%
WFG
1186
Wormser Freres Gestion
France
$10.5M -$2.22M -6,376 -18%
FPTW
1187
Franklin, Parlapiano, Turner & Welch
Texas
$10.5M -$468K -1,343 -4%
TPCW
1188
TD Private Client Wealth
New York
$10.5M +$695K +1,993 +7%
TH
1189
TCTC Holdings
Texas
$10.4M -$3.14K -9 -0%
KFP
1190
KMG Fiduciary Partners
Ohio
$10.4M +$471K +1,351 +5%
BCM
1191
Barometer Capital Management
Ontario, Canada
$10.3M +$1.14M +3,272 +13%
AC
1192
AlphaCore Capital
California
$10.3M +$635K +1,823 +7%
BFG
1193
Berger Financial Group
Minnesota
$10.3M -$321K -921 -3%
PI
1194
PFG Investments
New York
$10.3M -$655K -1,879 -6%
SC
1195
Sepio Capital
Utah
$10.3M -$99.7K -286 -1%
TCWA
1196
Turtle Creek Wealth Advisors
Texas
$10.3M +$1.97M +5,659 +24%
NRG
1197
Nemes Rush Group
Michigan
$10.3M -$2.48M -7,115 -20%
TPCM
1198
Templeton & Phillips Capital Management
Tennessee
$10.3M – – –
SWM
1199
SeaCrest Wealth Management
New York
$10.2M -$750K -2,152 -7%
DJSG
1200
D.J. St. Germain
Massachusetts
$10.2M +$334K +957 +3%
46 47
48
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